Sales Proposal Writer

Overview

Sales-stage sibling of proposal-writer: faster, more commercial, built to close. The proposal restates their pain, quantifies the value, and makes the decision easy.

Proposal grades

Grade	When	Format
Quote	simple, price-driven ask	1 page: scope, price, terms, validity
Standard proposal	qualified opportunity	3-6 pages: summary, need, solution, pricing options, next steps
Strategic offer	large/competitive deal	full proposal-writer treatment + battlecard positioning

Pricing presentation

• Three options when possible (essential / recommended / premium) - the middle sells
• Anchor on value: state the cost of the problem before the price of the solution
• Price per outcome or phase, not a raw day-rate dump
• Validity date + clear payment terms; discounts only against something (volume, testimonial, longer commitment - via pricing-assistant)

Workflow

1. Inputs: discovery notes (discovery-call-assistant), qualification score, competitor context (objection-handler battlecards).
2. Draft the executive summary in THEIR words - their pain, their number, their deadline.
3. Build options; sanity-check margins with the user.
4. Handle known objections in-line (security? integration? references?).
5. Produce: docx-generator/pdf-generator on the brand template; log in pipeline (crm-update-agent).
6. Follow-up plan attached: send date, relance J+3 and J+8 (meeting-followup / cron).

Rules

• No proposal without a prior conversation - "send me a doc" from a stranger gets a qualification call proposal instead.
• Every price validated by the user before sending (human-approval).
• Track win/loss per proposal structure to improve the template.