Proposal Builder

Description

What it does

• Type your call notes into one row of a sheet
• Claude writes a structured proposal: their situation, your approach, deliverables, timeline, investment, next steps and terms
• Uses only your own prices and facts, and lists anything it had to assume
• Saves it as a Google Doc and emails you the link with a covering note

What you need

Your own accounts with the tools listed. Most have free plans or cost a few pounds a month.

Ships in draft-for-approval mode. Nothing is sent without you.

In the download

• The agent, ready to import into Make.com
• A step-by-step setup guide (PDF)
• A Google Sheet template with an example row

You own the workflow and your settings for ever.