Proposal Creator
- CATEGORYAI sales-enablement tool
- OUTPUTPDF · DOCX · HTML · Markdown
- AIAnthropic Claude / OpenRouter
- BEST FORSoftware firms, agencies, consultants
An AI proposal co-pilot for software sales teams. A guided wizard turns a rough project idea into a complete, branded proposal — enhanced copy, feature lists, technology recommendations, a defensible estimate, costing, and payment milestones — exported to PDF, DOCX, HTML, or Markdown.
Pre-sales work shouldn’t take days.
Custom-software proposals are slow to write, inconsistent across reps, and built on estimates that are hard to defend. Proposal Creator compresses that work into one sitting — a natural companion to a rapid POC when you’re scoping a build.
Days, not minutes
Scoping, estimating, writing, and formatting a single proposal can swallow days of pre-sales time.
Inconsistent output
Every rep formats differently; quality and structure drift from one document to the next.
Estimates by guesswork
Ad-hoc spreadsheets make effort and cost hard to defend when a client pushes back.
Off-brand documents
Logos, fonts, and cover pages get reinvented for each pitch instead of staying on-brand.
Seven steps from concept to signed.
A step-by-step guided flow with live validation. The AI assists at every stage, and each step’s prompt is yours to edit — so the output stays in your voice and your domain.
- 01 · STEP
Project Concept
Enter the project name and a rough description; the AI enhances it into professional, comprehensive copy.
- 02 · STEP
Features List
The AI drafts a complete feature list from the concept — review, edit, add, or remove suggested and custom features.
- 03 · STEP
Technology Stack
Pick the work areas needed; the AI suggests a tech stack per area with reasons. Add your own technologies too.
- 04 · STEP
Project Estimation
A detailed estimate: total effort, timeline, resources, effort breakdown by feature and work type, team structure, and milestones.
- 05 · STEP
Project Costing
Group hours by discipline, set per-hour rates, and watch totals roll up live to a highlighted total project cost. Multi-currency.
- 06 · STEP
Payment Milestones
Choose how many milestones to present; the AI generates a payment schedule that always reconciles to the total cost.
- 07 · STEP
Generate Proposal
Add client and vendor details, then the AI assembles the full proposal in a side-by-side Markdown editor and live preview.
The wizard, the estimate, the proposal.
Real screens from the running product — the AI-enhanced concept, the editable feature list, the suggested stack, the full estimation page, costing, milestones, and the prompt-management controls.
Six places the AI does the heavy lifting.
Each generation returns structured output — features, tech, estimation, and milestones as JSON, the proposal as Markdown — so it slots cleanly into the wizard. Built on the same model bench behind our AI agents and AI/ML engineering practices.
- 01 · AI
Description enhancement
Turns a rough brief into professional, comprehensive project copy.
- 02 · AI
Feature generation
Drafts a complete feature list from the concept for you to refine.
- 03 · AI
Tech-stack suggestion
Recommends technologies per work area, each with a stated reason.
- 04 · AI
Project estimation
Builds effort breakdowns, team structure, timeline, and milestones.
- 05 · AI
Payment milestones
Generates a schedule of titles, percentages, and amounts that sums to the total.
- 06 · AI
Full proposal generation
Assembles the whole document in Markdown, ready to edit and export.
Estimates you can defend.
The credibility hook for delivery and PM leads: structured effort, transparent rates, and totals that add up in front of the client.
Effort breakdown
Hours broken out by feature and work type, a project summary of total effort, timeline, and resources, and a proposed team structure of roles and responsibilities — with a project-management overhead percentage applied (default 15%).
Live totals
Hours group by discipline — UI design, analysis, development, project management, quality, and DevOps. Enter a per-hour rate for each and totals calculate instantly, rolling up to a highlighted total project cost. Multi-currency.
Payment schedule
Choose how many milestones to present and the AI generates titles, descriptions, percentages, and amounts — always reconciled to 100% of the total cost.
One tool, every brand.
Each template is a self-contained brand kit — fonts, heading and body colors, an A4 cover-page background, a logo, and a branded header and footer. New brands drop in as a folder and auto-appear in the picker, and the whole product can be deployed under your own brand.
Heading and body fonts, plus title and H1–H6 colors and a body color, set per template.
An A4 cover-page background image and the company logo, baked into export.
Branded header with logo and label; footer with page numbers and date.
Add a new folder and the template is auto-discovered and listed with a cover-image preview.
Client and vendor details are captured and merged into the proposal and cover.
Ship it in whatever the client expects.
PDF and DOCX are generated server-side; HTML and Markdown export straight from the editor.
Nothing here is a black box.
Editable prompts, manual editing, a choice of provider, and server-side key handling — the answers to “AI black box” and “data leakage” objections, built in.
Every generation step's prompt is customizable in the UI — template variables preserved, resettable to default — so you can tailor tone and domain without touching code.
Choose Anthropic Claude or OpenRouter in Settings (default Claude 3.5 Sonnet). Requests route through a secure server-side proxy that keeps API keys off the client.
A split-pane Markdown source and rendered preview with syntax highlighting — plus an AI “edit by instruction” assist alongside manual edits.
The wizard holds every input, so you can move back and forward through the steps without losing data.
Built for teams that pitch software, often.
If you scope and quote custom builds regularly, this is your co-pilot. Pair it with the rest of the product portfolio.
Software & IT services firms
Sales, pre-sales, and estimation teams who scope and quote custom development projects.
Agencies & dev shops
Teams sending frequent project proposals that want consistent, branded, well-estimated documents.
Founders & consultants
People who pitch software builds and need credible estimates fast.
Try the real thing, on its own site.
Proposal Creator runs its own live deployment — open it and walk the wizard from concept to a branded, exportable proposal.
The questions sales leaders ask first.
Weighing a build-vs-buy, or want it under your own brand? Talk to us about a deployment.
What does Proposal Creator actually do?
It guides a sales or pre-sales team through a 7-step wizard — concept, features, tech stack, estimation, costing, payment milestones, and final proposal — with AI assisting at every stage, then exports a branded document.
Which AI providers does it use?
You can choose Anthropic Claude or OpenRouter in Settings, with Claude 3.5 Sonnet as the default model. All requests are routed through a secure server-side proxy so API keys never reach the browser.
How are estimates and costs calculated?
The AI produces an effort breakdown by feature and work type in hours, applies a project-management overhead percentage, then you set per-discipline hourly rates and totals roll up live to a highlighted total project cost in your chosen currency.
Can the proposals match our brand?
Yes. Multiple branded templates each carry their own fonts, heading and body colors, cover-page background, logo, and header and footer. New brands drop in as a folder and appear in the template picker — and the whole tool can be deployed under your own brand.
What formats can I export?
PDF, DOCX, HTML, and Markdown — so the proposal fits whatever workflow your client expects.
Scope, estimate, and pitch — faster.
Tell us your disciplines, rates, and brand kits, and we’ll stand up Proposal Creator under your name — wizard, estimation engine, and branded export, ready for your sales team.