Proposal & Report Generation

Proposal Generator

Produce a complete, branded proposal in under 10 minutes from a short intake form.

Most proposals share the same skeleton. The scope, the deliverables, the timeline and the pricing table change from one to the next, and the rest is assembled by hand each time. The generator takes a short intake form, drafts all of it from your approved templates and files the result in your branded document format.

The generator does not replace your judgment. It assembles the boilerplate, structures the scope and formats the document. You review and sign off.

What is included

  • Intake form captures client name, scope, budget range, and key requirements
  • AI drafts scope, deliverables, timeline, and pricing table from your approved templates
  • Output exports to your branded Word or PDF template automatically
  • Integrates with your CRM or Google Drive for automatic filing
  • One revision cycle per generated proposal included in the monthly fee

Best for

Professional services firms that write 5 or more proposals per month and spend 2-4 hours on each one.

How it works

  1. We interview you about your typical proposal structure and build the templates and intake form.

  2. We deploy and run 5 test proposals against real past briefs. You refine the output before go-live.

  3. Your staff fill in the intake form. The proposal is ready in under 10 minutes and filed automatically.

Book a discovery call

We confirm the fit, the scope and the start date on the call.

Book a discovery call