create-proposal

name	create-proposal
description	Generate PandaDoc proposals from client information or sales call transcripts. Use when user asks to create a proposal, generate a quote, draft a contract, or prepare a client document.
allowed-tools	Bash, Read, Write, Edit, Glob, Grep

Proposal Generation

Goal

Create PandaDoc proposals for clients, either from structured information or by extracting details from sales call transcripts.

Inputs (One of the following)

Option A: Structured Data

• Client First Name, Last Name, Email, Company
• Project Title
• 4 Key Problems (brief)
• 4 Key Benefits (brief)
• Project Duration
• Investment Breakdown (Month 1, Month 2, Month 3+)

Option B: Call Transcript

• Sales call transcript to extract all details from

Scripts

• ./scripts/create_proposal.py - Creates PandaDoc proposal via API
• ./scripts/read_sheet.py - Read client data from sheets if needed

Process

1. Gather Information

• If user provides structured data, use directly
• If user provides transcript, extract:
  • Client info (name, company, email)
  • Project context and title
  • 4 main problems/pain points
  • 4 proposed solutions/benefits
  • Financial terms (duration, value, costs)
• Ask for any missing critical information

2. Generate Content

Expand the 4 problems and 4 benefits into strategic paragraphs:

Problem Expansion Guidelines:

• Use direct "you" language (not third-person)
• Focus on revenue impact and dollar amounts
• Be specific and actionable
• Example: "Right now, your top-of-funnel is converting very poorly to booked meetings..."

Benefit Expansion Guidelines:

• Address the client directly
• Emphasize ROI and payback period
• Focus on concrete deliverables

Also generate:

• Slide Footer: "Confidential | [Company] Strategic Initiative | [Date]"
• Contract Footer: "[Company]-[ProjectTitle]-[YYYY-MM]"
• Created Date: Current date (YYYY-MM-DD)

3. Execute Proposal Creation

python3 ./scripts/create_proposal.py <<'EOF'
{
  "client": {
    "firstName": "...",
    "lastName": "...",
    "email": "...",
    "company": "..."
  },
  "project": {
    "title": "...",
    "problems": {
      "problem01": "[Expanded Problem 1]",
      "problem02": "[Expanded Problem 2]",
      "problem03": "[Expanded Problem 3]",
      "problem04": "[Expanded Problem 4]"
    },
    "benefits": {
      "benefit01": "[Expanded Benefit 1]",
      "benefit02": "[Expanded Benefit 2]",
      "benefit03": "[Expanded Benefit 3]",
      "benefit04": "[Expanded Benefit 4]"
    },
    "monthOneInvestment": "...",
    "monthTwoInvestment": "...",
    "monthThreeInvestment": "..."
  },
  "generated": {
    "slideFooter": "...",
    "contractFooterSlug": "...",
    "createdDate": "..."
  }
}
EOF

4. Send Follow-Up Email

Use Gmail to send HTML follow-up email:

• Subject: "Re: [Brief Project Context] Discussion"
• Opening: Thank them for discussing challenges
• Body: 2-4 numbered sections with bold headers
• Each section: Description + "Steps:" bullet points
• Closing: "I'll send you a full proposal shortly..."
• Signature: "Thanks, Nick"

5. Notify User

• Provide the PandaDoc "internalLink" for review
• Confirm follow-up email was sent

Output

• PandaDoc proposal URL (for editing/review)
• Follow-up email sent to client

Environment

Requires in .env:

PANDADOC_API_KEY=your_key
PANDADOC_TEMPLATE_UUID=your_template_uuid