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Proposal Factory

CRM to proposal in minutes, not hours

90% of every proposal is identical. This skill auto-populates from CRM data, selects relevant content blocks, and generates a review-ready proposal — with the right case study, pricing, and ROI calculations already in place.

House RecipeWork10 min setup

INGREDIENTS

📄Google Docs✉️Email

PROMPT

Create a skill called "Proposal Factory". When I specify a deal, pull data from CRM and generate a proposal. Auto-populate: prospect company details, contact names and titles, solution description matched to their use case, relevant case studies (matched by industry, size, and use case), pricing table from our catalog, and ROI calculation using prospect-specific inputs from discovery calls. Verify all company names and details before generating (flag mismatches). Select the right template based on deal size: [SMB / Mid-Market / Enterprise]. Output as a formatted document ready for review. Track proposal status: drafted, sent, viewed, signed.

How It Works

The skill pulls deal data from your CRM and fills a proposal template: prospect

details, solution description, relevant case studies, pricing, and ROI estimates.

You review and personalize the last 10%. Gone is the 2-hour copy-paste-and-pray routine.

What You Get

  • Auto-populated proposals from CRM opportunity data
  • Dynamic content blocks: case studies, testimonials, and features matched to deal attributes
  • Pricing tables from your product catalog
  • ROI calculations personalized to the prospect's inputs
  • Company name and detail verification (no more "Dear [WRONG COMPANY]" disasters)
  • Version tracking and approval workflow

Setup Steps

  1. Upload your proposal template(s)
  2. Connect CRM for deal data auto-population
  3. Link your content library for case study and testimonial matching
  4. Configure your pricing catalog

Tips

  • The company name check alone justifies this skill — sending proposals with the wrong name is a deal-killer
  • ROI calculations using the prospect's own numbers from discovery calls are usually more persuasive
  • Generate proposals the same day you send the pricing discussion summary — speed closes deals
  • Keep 2-3 templates: SMB (short), Mid-Market (standard), Enterprise (comprehensive)
Tags:#proposals#sales#deals#content