Proposal Generator v2.0
Generate, edit and export branded enterprise proposals. Manage multiple proposals in one workspace, use AI to draft content from tender documents, and tweak every detail before printing.
How this works
The Proposal Generator stores multiple proposals in your browser. Each has its own brand, content, pricing, and timeline. Switch between them using the dropdown in the sidebar.
- Use the Proposal switcher at the top of the sidebar to create, duplicate, or pick a proposal.
- Use the AI Assistant to analyse tender documents and auto-fill the proposal.
- Edit any field — changes auto-save to your browser.
- Click Open Proposal to preview, print, or export to Word.
Quick actions
AI Assistant Powered by Claude
Upload tender documents and chat with Claude to analyse them and pre-fill your proposal. Claude reads everything you upload and can suggest content for any section.
API settings
By default, the AI Assistant uses the built-in Claude available inside the Claude.ai artifact environment — no key needed. To use your own Anthropic API key (full model selection, larger context), paste it below.
1. Upload reference documents
Drag & drop or pick files. Supported: TXT, MD, JSON, CSV, HTML. (For PDFs, paste the text instead — most browsers can copy text from a PDF preview.)
2. Conversation
Tell Claude what to do. Ask it to extract requirements, suggest a pricing structure, draft the executive summary, or rewrite a specific section.
· “Extract the client name, tender number, and key requirements from these docs.”
· “Draft an executive summary for this proposal.”
· “Suggest 15 pricing line items based on the scope.”
· “Rewrite section 4 to focus on AI capabilities.”
Cover & Colors
Choose the cover template that fits your brand, set the colors used across the proposal, and (for the image cover) drop in a background image.
Cover template
Pick one. The cover updates everywhere this proposal renders.
Title goes here
Title goes here
TITLE
Title goes here
Cover image (for “Image Cover” template)
Brand colors
These colors flow through the proposal — accent uses, callouts, table headers, the cover background.
Brand & Logo
Replace the wordmark, name and tagline used across every page of the proposal.
Identity
Logos
Proposal Information
The headline fields that appear on the cover, footers, and document control page.
Identity
Versioning & validity
Client
The organisation receiving the proposal.
Contact & SPOC
Single Point of Contact details that appear on the document control page.
Version History
Every row appears in the Document Control section of the proposal.
| Version | Date | Prepared by | Reviewed by | Approved by | Notes |
|---|
Distribution
Recipients of this proposal — appears in the Document Control table.
| Name | Role | Organisation | Copy |
|---|
ICV & National Programme
In-Country Value tiles shown on the “Scope of Work — Technical & Operational” page (Section 6.5).
Pricing Summary
The Commercial Quotation table on Section 14. Sub-total, VAT and grand total are auto-rendered.
Currency & totals
Pricing line items
| # | Workstream | Unit | Qty | Unit price | Total |
|---|
Optional Items
Add-ons and extensions in Section 14.2.
| ID | Item | Description | Price |
|---|
Payment Milestones
Section 14.3. Total of percentages is shown automatically — keep it at 100%.
| ID | Trigger | % of total |
|---|
Day Rates
Section 14.5. Roles & daily rates used for change requests.
| Role | Day rate |
|---|
Timeline & Milestones
Duration baselines and the milestone table in Section 11.
Baselines
Gantt — workstreams & phases
Each row is a bar in the Gantt chart. Set the start and end month, and pick a colour.
| Kind | Workstream | Start (M) | End (M) | Label on bar | Color |
|---|
Critical milestones
| ID | Milestone | Target month (M…) | Dependency |
|---|
Pages Manager
Drag pages to reorder. Toggle each page on/off. The proposal auto-renumbers footers based on visible pages.
Order & visibility
Edit Pages
Edit the body HTML of any page in the proposal. Each section keeps its running header & footer; only the content between them is editable.
.section-eyebrow, h1.sec-title, h2.sub-title, p.lead, .callout, .tile-row, table.zebra, .arch-frame, .phase-strip, .pill. Token {{tokens}} are auto-replaced at render time.Custom Pages
Append new full pages to the proposal. Use the body editor to drop in any HTML (tables, lists, callouts, diagrams).
.section-eyebrow, .sub-title, .minor, .lead, .callout, .callout.warn, .callout.good, .tile-row, .tile, .two-col, .three-col, .phase-strip, .phase-cell, table.zebra, ul.clean, .pill.Raw JSON
Direct edit of the underlying config. Useful for bulk changes — but be careful with the schema.