Generate professional HTML proposals from meeting notes. Features 5 proposal styles (Corporate, Entrepreneur, Creative, Consultant, Minimal), 6+ color themes, and a Design Wizard for custom templates.
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Generate professional, beautifully-designed HTML proposals from meeting notes in minutes.
Meeting Notes + Your Template + Color Theme = Professional HTML Proposal
proposals/ ├── templates/ ← Style templates (markdown structure) │ ├── corporate.md │ ├── entrepreneur.md │ ├── creative.md │ ├── consultant.md │ ├── minimal.md │ └── custom/ ← User-created templates ├── themes/ ← Color themes (CSS) │ ├── ocean-blue.css │ ├── ember-orange.css │ ├── forest-green.css │ ├── slate-dark.css │ ├── royal-purple.css │ ├── trust-navy.css │ └── custom/ ← User-created themes ├── generated/ ← Output proposals │ ├── YYYY-MM-DD_client-name.md ← Draft │ └── YYYY-MM-DD_client-name.html ← Final └── SERVICES.md ← User's pricing/packages
| Phrase | Action |
|---|---|
| Generate proposal, pull from recent meeting notes |
| Generate from specific meeting notes file |
| Launch Design Wizard to create/customize template |
| Display all 5 styles with descriptions |
| Display all color themes with previews |
| Switch proposal style |
| Switch color theme |
| Show current draft |
| Modify specific section |
| Generate final HTML |
| Convert HTML to PDF |
Tone: Formal, structured, trust-building Best for: Enterprise clients, B2B, government, large organizations Sections: Cover Page, Executive Summary, Company Overview, Understanding Your Needs, Proposed Solution, Methodology, Project Team, Timeline, Investment, Terms, Appendix
Tone: Bold, direct, action-oriented Best for: Startups, SMBs, fast-moving founders Sections: The Problem, The Solution, What You Get, How It Works, Investment, Why Us, Let's Go
Tone: Visual, modern, portfolio-focused Best for: Agencies, designers, marketing, creative services Sections: The Vision, Your Challenges, Our Approach, The Work, Case Studies, Timeline, Investment, The Team, Next Steps
Tone: Professional, advisory, expertise-led Best for: Coaches, consultants, advisors, professional services Sections: Situation Analysis, Key Challenges, Recommendations, Engagement Options, Expected Outcomes, Credentials, Investment, Next Steps
Tone: Clean, simple, no-fluff Best for: Freelancers, small projects, retainers, quick quotes Sections: Project Overview, Scope, Timeline, Investment, Terms, Accept
| Theme | Primary | Accent | Background | Vibe |
|---|---|---|---|---|
| Ocean Blue | | | Light | Professional, trustworthy |
| Ember Orange | | | Light/Dark | Bold, energetic |
| Forest Green | | | Light | Growth, natural |
| Slate Dark | | | Dark | Modern, sophisticated |
| Royal Purple | | | Light | Creative, premium |
| Trust Navy | | | Light | Corporate, established |
Triggered by
"proposal wizard"Step 1 — Business Type: Agency, Consulting, Tech, Freelance, Professional, Other Step 2 — Typical Clients: Enterprise, SMB, Startups, Individuals, Mix Step 3 — Tone: Formal, Friendly, Bold, Minimal Step 4 — Sections: Multi-select from 12 options Step 5 — Style: Recommend based on answers or let user choose Step 6 — Color Theme: Select from 6 themes or custom
Output: Saves custom template to
proposals/templates/custom/[name].md━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ✅ TEMPLATE CREATED ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━📄 Name: [template-name] 🎨 Style: [style] | Theme: [theme] 📝 Sections: [list]
📁 Saved: proposals/templates/custom/[name].md ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
meeting-notes/MEMORY.mdproposals/SERVICES.md━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📄 PROPOSAL DRAFT — [Client Name] ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━✅ Context: meeting-notes/[file] ✅ Template: [style] | Theme: [color] ✅ Pricing: [package]
📁 Draft: proposals/generated/[date]_[client].md
Commands: "show", "edit [section]", "preview html", "finalize" ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
"edit executive summary""make it more formal""add testimonials""change price to $5,000"Generate HTML using base template + theme CSS:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ✅ PROPOSAL FINALIZED ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━📄 [Client] Proposal 📁 HTML: proposals/generated/[date]_[client].html
Ready to send, export PDF, or download. ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Use
assets/proposal-template.html.proposal-corporate.proposal-entrepreneur.proposal-creative.proposal-consultant.proposal-minimal# Services & PricingPackages
Starter — $X,XXX/month
- [Deliverable]
Growth — $X,XXX/month
- Everything in Starter
- [Additional]
Scale — $X,XXX/month
- Everything in Growth
- [Additional]
Terms
Payment: [Net 15, 50% upfront, etc.]
Extract: Client name, pain points, scope discussed, budget hints, timeline, decision makers
Pending proposals appear in briefing as action items
| Client Type | Style | Theme |
|---|---|---|
| Enterprise | Corporate | Trust Navy |
| Startup | Entrepreneur | Ember Orange |
| Agency | Creative | Royal Purple |
| SMB | Consultant | Ocean Blue |
| Quick project | Minimal | Slate Dark |
No meeting notes: Offer to create from scratch or paste notes No SERVICES.md: Help create or allow manual pricing No template: Prompt wizard or suggest built-in style
No automatic installation available. Please visit the source repository for installation instructions.
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