Proposal & Quote Writer
Proposals are slow and inconsistent, so they go out late and look different every time.
You get
A clean, professional proposal draft built from your scope, pricing, and terms.
- Who it's for
- Owners who want proposals that look sharp without starting from scratch.
- When to use it
- When you're preparing a proposal or a written quote for a customer.
- What it needs
- Scope of work
- Pricing you want to present
- Terms and timeline
- What it produces
- A structured proposal draft with clear sections, ready to review, adjust, and send.
- Files you receive
- Three formats, so it works with whatever you already use:
- Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
- ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
- Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
- Time to first result
- 30 to 60 min per proposal
The owner says
"Fence for a corner lot: 180 feet of cedar privacy fence, two gates, tear out and haul away the old chain link. Price $9,800. Two week timeline. Half deposit."
It hands back
PROPOSAL — 180 FT CEDAR PRIVACY FENCE (corner lot) Prepared for: [Customer] · Valid 30 days Scope - Remove and haul away existing chain link (corner lot, ~180 lf) - Install 6' cedar privacy fence, 180 linear feet - Two gates (one single, one double drive gate) Price: $9,800 flat · Timeline: 2 weeks from deposit · Terms: 50% deposit, balance on completion · Includes cleanup and haul-away. What happens next Reply "let's go" and we'll send the deposit link and lock your start date. Questions about materials or the gate hardware? Ask — happy to walk through it.
Illustrative example — not a customer result.
How it works
- 1Takes your scope, pricing, and terms.
- 2Organizes them into a professional structure.
- 3Keeps every number exactly as you gave it.
- 4Leaves the final review and send to you.
Catches what is slipping
Catches the qualified job still waiting on a proposal.
You show it
Your qualified opportunities list, with the scope discussed and whether a proposal exists
What gets flagged
- Flags a qualified opportunity with no proposal after 2 business days
- Ranks highest value and longest waiting first
- Never invents scope, price, or terms you did not give
You review every draft. Nothing is ever sent to a customer automatically.
What you need to run it
You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)
Works well with
Estimate Follow Up Assistant
Estimates get sent and never followed up, the single biggest recoverable revenue leak.
You get
A short, tactful follow up sequence that keeps an estimate alive without nagging.
- Claude
- ChatGPT
- Universal
Example: A landscaper following up on a patio estimate sent last week
See how it worksSales Call Preparation Assistant
You walk into sales calls unprepared, so you miss the chance to address what actually matters to the customer.
You get
A short prep brief and talk track so you walk in ready.
- Claude
- ChatGPT
- Universal
Example: A roofer prepping for a call about a full replacement
See how it works