Finance & Admin
Proposal / Quote Generator
A short intake form feeds a template, and AI drafts the first-pass proposal.
Saves about ~3 hrs per week
What it does
- Collects scope, budget range, and timeline via a short form
- Drafts a first-pass proposal from your template
- Adapts structure to your service and pricing logic
- Outputs a doc ready for your human edit pass
How it works
- Prospect fills the scope form
- AI drafts the proposal from your template
- Sections adapted to scope and budget
- Ready-to-edit doc generated
Who it's for
- Agencies and freelancers who draft proposals by hand
- Everyone whose proposals feel generic because there's no time
- Teams that want a consistent starting template with speed
What's included
- Intake form
- Proposal template
- AI drafting prompt
Frequently asked questions
What does the Proposal / Quote Generator automation do?
A short intake form feeds a template, and AI drafts the first-pass proposal. Collects scope, budget range, and timeline via a short form
How much time does Proposal / Quote Generator save?
It is estimated to save ~3 hrs per week. Actual savings depend on your volume.
Which tools does Proposal / Quote Generator use?
It works with Typeform and Claude.
Who is Proposal / Quote Generator for?
Agencies and freelancers who draft proposals by hand. Everyone whose proposals feel generic because there's no time. Teams that want a consistent starting template with speed.
What does Proposal / Quote Generator include?
Intake form, Proposal template, AI drafting prompt.