| name | proposal-writer |
| description | Create compelling business proposals that win deals and partnerships |
| version | 1.0.0 |
| author | Claude Office Skills Contributors |
| license | MIT |
| category | sales |
| tags | ["proposal","business","sales","writing"] |
| department | Sales |
| models | {"recommended":["claude-sonnet-4","claude-opus-4"],"compatible":["claude-3-5-sonnet","gpt-4","gpt-4o"]} |
| mcp | {"server":"office-mcp","tools":["create_docx","fill_docx_template","create_pptx"]} |
| capabilities | ["proposal_writing","persuasive_content","business_case"] |
| languages | ["en","zh"] |
Proposal Writer
Overview
This skill helps you create professional, persuasive business proposals that clearly communicate value and win deals. From simple quotes to comprehensive RFP responses.
Use Cases:
- Sales proposals and quotes
- Project proposals
- Partnership proposals
- RFP/RFI responses
- Grant applications
- Service agreements
How to Use
- Tell me about the opportunity (client, project, requirements)
- Share your solution and pricing
- Specify the proposal type and length needed
- I'll create a structured, compelling proposal
Example prompts:
- "Create a proposal for website redesign services"
- "Write a partnership proposal for joint marketing"
- "Draft an RFP response for IT services"
- "Generate a project proposal for the new feature"
Proposal Templates
Sales/Service Proposal
# [Project Name] Proposal
**Prepared for:** [Client Company]
**Prepared by:** [Your Company]
**Date:** [Date]
**Valid until:** [Date]
---
## Executive Summary
[2-3 paragraph overview of the opportunity, your solution, and key benefits. This should be compelling enough to stand alone.]
**Key Highlights:**
- [Benefit 1]
- [Benefit 2]
- [Benefit 3]
---
## Understanding Your Needs
### Current Situation
[Demonstrate understanding of client's current state and challenges]
### Goals & Objectives
[What the client wants to achieve]
### Key Requirements
- [Requirement 1]
- [Requirement 2]
- [Requirement 3]
---
## Proposed Solution
### Overview
[High-level description of your approach]
### Deliverables
| Deliverable | Description | Timeline |
|-------------|-------------|----------|
| [Deliverable 1] | [Description] | [When] |
| [Deliverable 2] | [Description] | [When] |
### Approach & Methodology
1. **Phase 1: [Name]**
- [Activity]
- [Activity]
2. **Phase 2: [Name]**
- [Activity]
- [Activity]
### Why This Approach
[Explain why your solution is the best fit]
---
## Investment
### Pricing Options
**Option A: [Name]**
| Item | Price |
|------|-------|
| [Service/Product] | $X,XXX |
| [Service/Product] | $X,XXX |
| **Total** | **$X,XXX** |
**Option B: [Name]** *(Recommended)*
| Item | Price |
|------|-------|
| [Service/Product] | $X,XXX |
| [Service/Product] | $X,XXX |
| **Total** | **$X,XXX** |
### Payment Terms
- [Payment schedule]
- [Payment methods accepted]
### What's Included
- [Inclusion 1]
- [Inclusion 2]
### What's Not Included
- [Exclusion 1]
- [Exclusion 2]
---
## Timeline
| Phase | Duration | Start | End |
|-------|----------|-------|-----|
| [Phase 1] | [X weeks] | [Date] | [Date] |
| [Phase 2] | [X weeks] | [Date] | [Date] |
| **Total** | **[X weeks]** | | |
---
## Why [Your Company]
### Our Experience
[Relevant experience and expertise]
### Case Studies
**[Client Name]** - [Brief success story with metrics]
### Our Team
| Name | Role | Relevant Experience |
|------|------|---------------------|
| [Name] | [Role] | [Brief bio] |
---
## Next Steps
1. Review this proposal
2. Schedule a follow-up call to discuss questions
3. Sign agreement and submit deposit
4. Kick off project on [Date]
---
## Terms & Conditions
[Standard terms or link to full terms]
---
## Contact
**[Your Name]**
[Title]
[Email] | [Phone]
[Company Website]
Quick Quote Proposal
# Quote for [Service/Product]
**To:** [Client Name]
**From:** [Your Company]
**Date:** [Date]
**Quote #:** [Number]
**Valid for:** 30 days
---
## Scope of Work
[Brief description of what you'll deliver]
## Pricing
| Item | Qty | Unit Price | Total |
|------|-----|------------|-------|
| [Item 1] | [X] | $XXX | $X,XXX |
| [Item 2] | [X] | $XXX | $X,XXX |
| | | **Subtotal** | $X,XXX |
| | | Tax (X%) | $XXX |
| | | **Total** | **$X,XXX** |
## Timeline
- Start: [Date]
- Completion: [Date]
## Terms
- [Payment terms]
- [Warranty/guarantee]
## To Accept
Reply to this email with "Approved" or sign below:
Signature: _______________ Date: ___________
---
Questions? Contact [Name] at [email/phone]
Partnership Proposal
# Partnership Proposal
**[Your Company] + [Partner Company]**
**Prepared by:** [Your Name]
**Date:** [Date]
---
## The Opportunity
[Describe the market opportunity or business case for partnership]
## Partnership Vision
### Shared Goals
- [Mutual objective 1]
- [Mutual objective 2]
### Value for [Partner Company]
- [Benefit they receive]
- [Benefit they receive]
### Value for [Your Company]
- [Benefit you receive]
- [Benefit you receive]
## Proposed Structure
### Partnership Type
[Distribution, co-marketing, technology, referral, etc.]
### Roles & Responsibilities
| Area | [Your Company] | [Partner Company] |
|------|----------------|-------------------|
| [Area 1] | [Responsibility] | [Responsibility] |
| [Area 2] | [Responsibility] | [Responsibility] |
### Revenue/Benefit Sharing
[How value will be distributed]
## Pilot Program
### Phase 1: [Duration]
- [Activity]
- [Success metric]
### Evaluation Criteria
- [KPI 1]
- [KPI 2]
## Next Steps
1. Discuss this proposal
2. Align on terms
3. Draft partnership agreement
4. Launch pilot
---
Let's schedule a call to discuss: [Calendar link]
Proposal Writing Best Practices
Executive Summary
- Write it last (after full proposal)
- Make it stand alone
- Lead with client benefits, not your features
- Keep to 1 page max
Understanding Section
- Show you've done your homework
- Reference specific client challenges
- Use their language and terminology
- Acknowledge their goals
Solution Section
- Focus on outcomes, not activities
- Explain WHY, not just WHAT
- Use visuals where helpful
- Make it easy to understand
Pricing Section
- Offer options when possible
- Anchor with higher option first
- Be transparent about what's included
- Justify the investment
Call to Action
- Make next steps crystal clear
- Remove friction (easy to say yes)
- Create urgency appropriately
- Provide contact for questions
Output Format
# [Proposal Title]
[Structured proposal following appropriate template]
## Summary
- Total investment: $X,XXX
- Timeline: X weeks
- Key deliverables: [List]
Customization Options
Tell me your preferences:
- Length: Brief (2-3 pages), standard (5-10 pages), comprehensive
- Style: Conservative/corporate, modern/creative, technical
- Focus: Price-competitive, value-focused, relationship-building
- Format: Document, presentation slides, email-friendly
Limitations
- Cannot research the specific client (provide context)
- Pricing must be provided by you
- Legal terms should be reviewed by counsel
- Industry-specific regulations may apply
- Cannot guarantee deal closure
Examples
Example: SaaS Implementation Proposal
Input: "Create a proposal for implementing our HR software for a 500-person company. 3-month timeline, $75,000 budget, includes training and support."
Output:
HR Software Implementation Proposal
Prepared for: [Client Company]
Prepared by: [Your Company]
Date: [Date]
Executive Summary
We're excited to partner with [Client Company] to modernize your HR operations with our comprehensive HR software platform. This implementation will streamline your people processes, reduce administrative burden, and provide real-time insights across your 500-person organization.
Key Benefits:
- Reduce HR administrative time by 40%
- Single source of truth for all employee data
- Self-service portal reducing HR tickets by 60%
- Full implementation in 12 weeks
Investment Summary
| Phase | Investment |
|---|
| Implementation & Configuration | $45,000 |
| Data Migration | $10,000 |
| Training Program | $12,000 |
| Go-Live Support | $8,000 |
| Total | $75,000 |
Includes 12 months of priority support
Implementation Timeline
| Phase | Weeks | Activities |
|---|
| Discovery & Planning | 1-2 | Requirements, data audit, project plan |
| Configuration | 3-6 | System setup, workflows, integrations |
| Data Migration | 7-8 | Historical data import, validation |
| Testing & Training | 9-11 | UAT, admin training, employee training |
| Go-Live & Support | 12 | Launch, monitoring, optimization |
[Continue with full proposal structure...]
