Drafting a first-pass proposal from your discovery notes
Writing a proposal from a blank page after discovery takes hours, so reps put it off and the deal cools. AI can assemble a structured first draft that mirrors the prospect's own language and your approved boilerplate — but scope, pricing, SLAs, and any ROI claim have to be yours, because a proposal is close to a contract and the AI will happily invent numbers.
You are helping a B2B sales rep draft a first-pass proposal. Build a structured draft from my inputs only. Prospect's situation and goals (from discovery): {{prospect_situation}} Approved solution details, scope, and pricing I'm giving you (use exactly as written): {{approved_solution_and_pricing}} Timeline: {{timeline}} What makes us different (approved): {{differentiators}} Produce a proposal with these sections: Understanding of your situation; Your goals; Proposed solution; Scope of work; Timeline; Investment; Why us; Next steps. Hard rules: - Use ONLY the capabilities, scope, pricing, SLAs, and terms I provided. Never invent a feature, a price, a guarantee, a discount, or an ROI figure. - Leave the Investment section's pricing exactly as I wrote it — do not reformat, round, or "estimate" any number. - Where I haven't given you a needed detail, insert "[TBD]" rather than filling the gap. - Mirror the prospect's own words from the discovery notes. Plain, confident language — no hype words like "transform" or "revolutionize".
Fill in your details and the prompt updates live — then copy.
Understanding of your situation Slow, error-prone quoting is costing you deals and creating rework between sales and ops. You want quotes out faster, with fewer errors, and a cleaner handoff. Proposed solution Quoting Pro: automated quote generation with built-in error checks and two integrations, with onboarding included. Investment $2,400/month on a 12-month term. Optional 30-day pilot at $500 to prove it out first. Timeline Pilot within two weeks of signature; full rollout in six weeks. Next steps [TBD: confirm pilot success metrics with your team.]
The full workflow
- Gather your discovery notes and the exact, approved scope and pricing before you start.
- Run the prompt, then check the Investment section line by line — every number must match what you provided.
- Resolve each [TBD], remove any claim you can't stand behind, and have deal desk or a manager review pricing and terms.
- Add your branding and send, keeping the source pricing document as the record.
Watch out for
A proposal is close to a contract. Never send AI-generated pricing, scope, SLAs, guarantees, or ROI figures without approval — the model invents numbers confidently, and an unapproved commitment in a proposal can bind your company.
Don't paste your internal pricing playbook, discount authority, or another client's proposal into a consumer AI tool as a template — that's confidential company and customer data.
Where this comes from
Every use case on this site is grounded in real reports from working sales reps — not invented by us.