Current Workflow

Home to proposal delivery in one guided path

New Proposal

Proposal generator and estimator

The estimator is implemented as the proposal creation flow rather than as a separate product module.

Source context carried into generation

Using saved briefing context for Sarah Chen • Website redesign.

The controls below are prefilled from the selected source when available, then saved into the generated proposal record.

Input Context

Original saved source input

We need a quote for a 10-page website redesign with CMS editing, case studies, and lead capture before next week's board review.

Source: BRIEFING for Sarah Chen • Domain: Website

This card shows the original saved source only. The edited controls on the right are the actual inputs used for generation.

What will be generated
  • Project summary
  • Scope and deliverables
  • Task breakdown and timeline
  • Risks, assumptions, and price range
Generation Controls

Saved inputs used for the generated proposal

Context, timeline, and generation flow

Review the source context first, confirm dates and domain next, then generate a proposal that lands in the dashboard ready for export.