Branded Proposal Document Generator
Turn deal and quote data into a polished, on-brand proposal PDF in seconds, so reps stop hand-editing last quarter's Word doc and shipping the wrong client name to a new prospect.
A private internal tool where a rep picks a deal/quote and a template, the app merges the real pricing and customer data into branded sections, the rep previews and edits, approves, and a locked, versioned PDF is saved to Storage, logged, and emailable.
Before you start
- A free Vercel account
- A free Supabase account
- A free Resend account (for emailing the finished proposal)
- Your current proposal layout (a Word doc, slide, or PDF you reuse) and your logo + brand colors
The problem this kills
Every rep on your team has a "proposal template" that is really just last quarter's winning deal with the numbers swapped out by hand. Sometimes the swap is incomplete. The wrong client name survives on page two. The pricing table doesn't match the quote you actually sent. The validity date says it expired three weeks ago. These are not small mistakes - they cost deals and they make a careful operation look sloppy.
The root cause is that the proposal is assembled by hand, in a document, away from the real deal data. The numbers live in your CRM or your quote spreadsheet, but the proposal is typed somewhere else and the two drift apart.
This tool removes the hand-assembly. The proposal is generated from the quote record, so the customer, the line items, and the totals are always the ones you actually quoted - never a stale copy.
What you'll build
A small, private web app for your sales team:
- A rep signs in and picks a deal/quote plus a proposal template.
- The app merges the real customer details, line items, totals, and a stamped validity date into branded sections (cover, scope, pricing table, terms).
- The rep sees a live preview, makes any allowed edits, and approves.
- On approval, a clean, branded PDF is locked, versioned, and saved to Storage - then it can be downloaded or emailed straight from the app via Resend.
- Every regenerate keeps a new version, and every send is logged with who, what, and when.
What's inside the Implementation Plan
- A guided, paste-and-go runbook written for a non-coder - you paste it into an AI coding agent and answer its questions.
- It opens by interviewing you about your business - your CRM or quote system, the exact fields and naming you use, your pricing rules, your approval flow, and your messy edge cases - so the tool is tailored to how you actually sell, not a generic template.
- Step-by-step build prompts you copy straight into the agent.
- A brand-asset and template setup so proposals come out looking like yours.
- A "No API yet?" fallback that lets you import deal data from a Google Sheet / CSV and still produce the PDF today, with no CRM integration required.
The governance it includes (this is the point)
- Login so only your team can open the tool.
- Row-level security so each rep (and each org) only sees their own deals and proposals.
- A human approval gate: the AI drafts the proposal, the rep reviews content, pricing, and the validity date, and only an explicit approval locks the PDF and logs it as sent. Template changes are reviewed by an admin.
- A complete audit trail: who generated, edited, approved, and sent each proposal, and when.
- Duplicate guards: a proposal ID (deal + version) means the same proposal can't be logged as a brand-new send twice.
Who it's for
Sales reps and sales-ops people who assemble proposals by hand today and have, at least once, sent a beautiful document with the previous client's name still in it. If that's you - or your team - this is built for you.
You've got this - paste the first prompt and let the agent interview you.