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Proposal Creation System

Standardized proposal generation with pricing calculator, scope definition, and timeline estimation

Complexity: Moderate | Duration: 15-30m | Category: Creative/General

Tags: proposals pricing contracts sales documentation

Workflow Diagram​

Steps​

Step 1: Client brief analysis​

Agent: proposal

writer - Review discovery call notes and requirements

Step 2: Scope definition​

Agent: proposal

writer - Break down deliverables and milestones

Step 3: Pricing calculation​

Agent: pricing

strategist - Apply pricing model (hourly, fixed, value-based)

Step 4: Timeline estimation​

Agent: proposal

writer - Create realistic project timeline with buffer

Step 5: Template population​

Agent: proposal

writer - Fill branded proposal template

Step 6: Terms and conditions​

Agent: contract

specialist - Include payment terms, revisions, IP rights

Step 7: Visual enhancement​

Agent: proposal

writer - Add portfolio samples and case studies

Step 8: QA review​

Agent: contract

specialist - Verify accuracy and professionalism

Step 9: PDF generation​

Agent: proposal

writer - Export professional PDF with branding

Step 10: Delivery tracking​

Agent: proposal

writer - Send via proposal software with view tracking

Usage​

To execute this workflow:

/workflow creative/general/proposal-creation-system.workflow

See other workflows in this category for related automation patterns.