# Create Proposal > Create a PandaDoc proposal for a client - Skill: `comeonoliver/create-proposal` (Agent Skill) - Install (CLI): `npx skillmds@latest add comeonoliver/create-proposal` - Raw SKILL.md: https://api.skillmd.com/api/skills/comeonoliver/create-proposal/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: ComeOnOliver (https://skillmd.com/u/comeonoliver) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/comeonoliver/create-proposal --- ## Tool **Script:** `execution/create_proposal.py` **Usage:** Automatically generates PandaDoc proposals from structured input ## Process 1. **Gather Information** - The user may provide information in one of two formats: **Option A: Structured Bullet Points** (if user provides organized data) - Client First Name - Client Last Name - Client Email - Client Company - Project Title - 4 Key Problems (brief) - 4 Key Benefits (brief) - Project Duration - Project Value (Total) - Platform Costs - Investment Breakdown (Month 1, Month 2, Month 3+) **Option B: Call Transcript** (if user provides a sales call transcript) - Extract the following from the transcript: - Client information (name, company, email if mentioned) - Project context and title - 4 main problems/pain points discussed - 4 proposed solutions/benefits - Any financial terms discussed (duration, value, costs) - If any critical information is missing from the transcript, ask the user to provide it - If information is not already provided in either format, ask the user for the missing details 1b. **Research Client (Optional)** - **Goal:** Understand the client's brand voice and current context to personalize the proposal. - **Trigger:** If a website URL is provided or can be inferred from the client's email domain (and it's not a generic domain like gmail.com). - **Action:** - Use `read_url_content` to fetch the client's landing page or "About Us" page. - **Analyze**: - **Brand Voice:** (e.g., Professional/Corporate, Friendly/Startup, Technical/Niche) - **Keywords:** Key terms they use to describe their own value. - **Recent Context:** Any recent news or specific focus areas mentioned on the site. - **Output:** A brief "Client Research Summary" to be used in the next step. 2. **Generate Content** - Using the gathered information **and the Client Research Summary (if available)**, generate the following expanded content: - **Problem Expansions**: Expand each of the 4 problems into 1-2 strategic paragraphs (max 50 words each). - **Contextualization:** Use the *Client Research Summary* to mirror their industry terms and brand voice where appropriate. - **Tone & Style Guidelines:** - Use direct "you" language (not third-person or passive voice) - Focus on revenue impact and dollar amounts wherever possible - Be specific and actionable rather than abstract - Think "revenue ops" mindset - quantify business impact - Example: "Right now, your top-of-funnel is converting very poorly to booked meetings. You have no problem generating opportunities; your problem is capitalizing on them. Even a few percentage-point improvement here would lead to many tens of thousands of dollars of additional income" - **Benefit Expansions**: Expand each of the 4 benefits into 1-2 implementation-focused paragraphs (max 50 words each). - **Tone & Style Guidelines:** - Use direct "you" language addressing the client - Emphasize ROI, payback period, and financial outcomes - Be specific about implementation and expected dollar impact - Focus on concrete deliverables and measurable results - **Slide Footer**: "Confidential | [Company] Strategic Initiative | [Date]" - **Contract Footer Slug**: "[Company]-[ProjectTitle]-[YYYY-MM]" - **Created Date**: Current date in YYYY-MM-DD format. 3. **Execute Proposal Creation** - **Tool:** `execution/create_proposal.py` - **Usage:** Save the JSON to a file and run: `python3 execution/create_proposal.py < input.json` - Construct a JSON object with the following structure: ```json { "client": { "firstName": "...", "lastName": "...", "email": "...", "company": "..." }, "project": { "title": "...", "problems": { "problem01": "[Expanded Problem 1]", "problem02": "[Expanded Problem 2]", "problem03": "[Expanded Problem 3]", "problem04": "[Expanded Problem 4]" }, "benefits": { "benefit01": "[Expanded Benefit 1]", "benefit02": "[Expanded Benefit 2]", "benefit03": "[Expanded Benefit 3]", "benefit04": "[Expanded Benefit 4]" }, "monthOneInvestment": "...", "monthTwoInvestment": "...", "monthThreeInvestment": "..." }, "generated": { "slideFooter": "...", "contractFooterSlug": "...", "createdDate": "..." } } ``` - Run the python script: ```bash # Pass the JSON as a string to the script python3 execution/create_proposal.py <<'EOF' [JSON_CONTENT] EOF ``` - **Note**: Ensure the JSON is valid and properly escaped if necessary. 4. **Send Follow-Up Email** - Immediately after proposal creation, send a follow-up email to the client using the template below. - Use `gmail.send_email` with `mimeType="text/html"` to send the email in HTML format. - **Email Template Structure:** - Subject: "Re: [Brief Project Context] Discussion" - Opening: Thank them for discussing their challenges/goals - Body: Break down the proposed solution into 2-4 numbered sections with clear headers - Each section should have: - **Bold section header** describing the deliverable (e.g., "1. Tool Consolidation Audit & Migration Plan") - Brief description of what it accomplishes - "Steps:" subheading followed by bullet points (use `