# Proposal Templates > name: proposal-templates - Skill: `majiayu000/proposal-templates-2` (Agent Skill, multi-file: 2 files) - Install (CLI): `npx skillmds@latest add majiayu000/proposal-templates-2` - Raw SKILL.md: https://api.skillmd.com/api/skills/majiayu000/proposal-templates-2/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Coding & Dev Tools - Author: majiayu000 (https://skillmd.com/u/majiayu000) - Updated: 2026-09-22 - Page: https://skillmd.com/skills/majiayu000/proposal-templates-2 --- name: proposal-templates description: Build and manage reusable proposal templates and content libraries. Use when creating, updating, or applying standardized proposal content. --- # Proposal Templates Skill This skill provides guidance for building a proposal acceleration system with reusable templates and content libraries. ## Template Structure ### Formal RFP Response Template Standard sections for government/enterprise RFP responses: ```markdown # [RFP Title] - Proposal Response ## 1. Cover Letter - Personalized to agency/client - Key differentiators highlighted - Contact information ## 2. Executive Summary - Understanding of the requirement - Proposed solution overview - Key benefits and value proposition - Why Nebula Logix ## 3. Understanding of Requirements - Paraphrase of RFP requirements - Interpretation of scope - Assumptions and clarifications ## 4. Technical Approach ### 4.1 Architecture Overview - System architecture diagram - Technology stack justification - Integration points ### 4.2 Solution Details - Feature-by-feature approach - Technical specifications - Security considerations ### 4.3 Delivery Methodology - Development phases - Agile approach - Communication plan ## 5. Project Plan ### 5.1 Timeline - Milestone schedule - Deliverables per phase - Dependencies ### 5.2 Risk Management - Identified risks - Mitigation strategies ## 6. Team & Roles - Organization chart - Key personnel resumes - Subcontractor information (if applicable) ## 7. Past Performance - Case study 1 - Case study 2 - Case study 3 - References ## 8. Compliance Matrix - Requirement → Response section mapping ## 9. Pricing - Cost breakdown structure - Rate card - Payment terms ## 10. Appendices - Certifications - Insurance certificates - Additional documentation ``` ## Content Library Structure Organize reusable content blocks: ``` content-library/ ├── capability-blocks/ │ ├── serverless-development.md │ ├── cloud-migration.md │ ├── react-frontend.md │ ├── api-integration.md │ ├── data-platforms.md │ └── devsecops.md ├── case-studies/ │ ├── template.md │ ├── project-alpha.md │ └── project-beta.md ├── team/ │ ├── bios/ │ │ ├── john-doe.md │ │ └── jane-smith.md │ └── resumes/ │ ├── john-doe-resume.pdf │ └── jane-smith-resume.pdf ├── diagrams/ │ ├── reference-architecture.png │ ├── delivery-lifecycle.png │ └── org-chart.png ├── compliance/ │ ├── security-posture.md │ ├── quality-assurance.md │ └── accessibility-508.md └── boilerplate/ ├── company-overview.md ├── insurance-info.md └── certifications.md ``` ## Capability Block Template ```markdown # [Capability Name] ## Overview Brief description of the capability and when it's applicable. ## Our Approach How Nebula Logix delivers this capability. ## Technologies - Technology 1 - Technology 2 ## Key Benefits - Benefit 1 - Benefit 2 ## Typical Deliverables - Deliverable 1 - Deliverable 2 ## Related Experience Reference to case studies. ``` ## Case Study Template ```markdown # [Project Name] Case Study ## Client - Organization name - Industry/sector - Size/scale ## Challenge What problem did the client face? ## Solution What did Nebula Logix deliver? ### Technologies Used - Tech 1 - Tech 2 ### Approach How was it delivered? ## Results - Quantifiable outcome 1 - Quantifiable outcome 2 - Qualitative outcome ## Timeline Project duration and key milestones. ## Testimonial (if available) > "Quote from client" > — Client Name, Title ``` ## Pursuit Brief Generator Quick summary for bid/no-bid decisions: ```typescript interface PursuitBrief { rfpId: string; title: string; client: string; // Quick facts deadline: Date; budget: string; duration: string; // Fit assessment primaryCapabilities: string[]; // Our relevant capabilities gapAreas: string[]; // Where we may need partners competitiveAdvantages: string[]; // Why we'd win risks: string[]; // Key concerns // Strategy winThemes: string[]; // 2-3 key messages partnerNeeded: boolean; partnerType?: string; // e.g., "Content strategy firm" // Resources estimatedBidEffort: string; // e.g., "20-40 hours" keyPersonnel: string[]; // Who would work on this // Decision recommendation: 'pursue' | 'no_bid' | 'conditional'; conditions?: string[]; } function generatePursuitBrief(rfp: RFPWithEvaluation): PursuitBrief { // Auto-populate based on evaluation results const brief: PursuitBrief = { rfpId: rfp.id, title: rfp.title, client: extractClient(rfp), deadline: new Date(rfp.deadline), budget: rfp.budget || 'Not specified', duration: extractDuration(rfp), primaryCapabilities: mapEvaluationToCapabilities(rfp.evaluation), gapAreas: identifyGaps(rfp.evaluation), competitiveAdvantages: generateAdvantages(rfp), risks: identifyRisks(rfp), winThemes: generateWinThemes(rfp), partnerNeeded: rfp.evaluation?.eligibility === 'partner_needed', estimatedBidEffort: estimateBidEffort(rfp), keyPersonnel: suggestPersonnel(rfp), recommendation: determineRecommendation(rfp.evaluation), }; return brief; } ``` ## Compliance Matrix Template Track requirements vs responses: ```typescript interface ComplianceItem { requirementId: string; requirementText: string; section: string; // Section in RFP responseSection: string; // Section in our response status: 'met' | 'partial' | 'not_met' | 'not_applicable'; evidence: string; // Brief description of how we meet it owner: string; // Who's responsible for this section notes?: string; } interface ComplianceMatrix { rfpId: string; items: ComplianceItem[]; completionPercentage: number; } ``` ## Submission Checklist ```markdown # Submission Checklist ## Pre-Submission - [ ] All RFP requirements addressed - [ ] Compliance matrix complete - [ ] All sections reviewed by second set of eyes - [ ] Pricing reviewed and approved ## Formatting - [ ] Page limits verified - [ ] Font size/type correct - [ ] Margins per specification - [ ] Headers/footers as required - [ ] Table of contents updated ## Required Documents - [ ] Cover letter signed - [ ] All required forms completed - [ ] Certifications included - [ ] Insurance certificates current - [ ] Required signatures obtained ## Submission - [ ] File format correct (PDF/Word/etc.) - [ ] File naming convention followed - [ ] Portal account verified working - [ ] Upload all files - [ ] Confirmation received - [ ] Save submission confirmation ## Post-Submission - [ ] Archive all proposal files - [ ] Log in tracking system - [ ] Calendar follow-up reminders ``` ## Integration with App ### Proposal Storage Schema (Convex) ```typescript // Add to convex/schema.ts proposals: defineTable({ rfpId: v.id("rfps"), pursuitId: v.id("pursuits"), userId: v.string(), // Content sections: v.array(v.object({ name: v.string(), content: v.string(), status: v.union(v.literal("draft"), v.literal("review"), v.literal("final")), lastModified: v.number(), modifiedBy: v.string(), })), // Compliance complianceMatrix: v.optional(v.string()), // JSON // Files attachments: v.array(v.object({ name: v.string(), url: v.string(), type: v.string(), })), // Status status: v.union( v.literal("drafting"), v.literal("review"), v.literal("final"), v.literal("submitted") ), // Timestamps createdAt: v.number(), updatedAt: v.number(), submittedAt: v.optional(v.number()), }).index("by_rfp", ["rfpId"]) .index("by_pursuit", ["pursuitId"]), ``` ### UI Component Sketch ```tsx function ProposalBuilder({ rfpId }: { rfpId: string }) { const proposal = useQuery(api.proposals.getByRfp, { rfpId }); const updateSection = useMutation(api.proposals.updateSection); return (
{proposal?.sections.map(section => ( updateSection({ proposalId: proposal._id, sectionName: section.name, content })} /> ))}
); } ```