Proposal Generator

Draft a deal-specific proposal from your standard template and the notes you already have (problem summary, proposed solution, scope, pricing, and timeline), so you start from a complete draft, not a blank page.

Für Account Executives Solutions Consultants Sales Managers Founders and Small Teams
Beispiel-Prompt für den Joy-Assistenten

Draft a proposal for [company] for [product/scope] using our standard template and the deal notes in the Knowledge Center: problem summary, proposed solution, scope, pricing, and timeline.

So kann es aussehen

Ein anschauliches Beispiel. Ihr Ergebnis hängt von Ihren Quellen, Daten und Anfragen ab.

Draft a proposal for Northwind Logistics for our fleet-routing platform using our standard template and the deal notes in the Knowledge Center: problem summary, proposed solution, scope, pricing, and timeline.

I used your standard proposal template and the Northwind Logistics discovery notes in the Knowledge Center: the routing pain, the 120-vehicle fleet, and the pricing you quoted on the last call. Here's the full draft; the numbers all tie back to what you logged.

Proposal: Northwind Logistics

Prepared for: Northwind Logistics
Solution: Fleet-routing platform
Prepared by: Your account team

The challenge. Northwind plans routes for 120 vehicles by hand each morning, which your notes put at roughly three planner-hours a day and a recurring fuel overspend from inefficient routing. Dispatchers have no way to reroute once trucks are moving.

Proposed solution. The fleet-routing platform generates optimized daily routes across all 120 vehicles and lets dispatch adjust them live. Based on the discovery call, the priority is cutting planning time and fuel cost in the first quarter.

Scope.

IncludedDetail
Route optimizationAll 120 vehicles, daily planning
Live dispatchReroute in real time from the dispatch console
IntegrationsYour telematics and order-management systems
OnboardingSetup, data import, and dispatcher training

Pricing.

ItemAnnual
Platform: 120 vehicles at $600 each$72,000
Onboarding & training (one-time)$12,000
Year-one total$84,000

Timeline. Kickoff and data import in weeks 1–2, integrations and configuration in weeks 3–4, dispatcher training in week 5, and live routing from week 6, matching the go-live date Northwind asked for before peak season.

The one open item is the telematics integration; if Northwind is on a system outside our standard connectors, tell me and I'll adjust the timeline and note it in the scope.

Want a tighter two-page version for their exec sponsor, or should I phase the pricing across the rollout?

From deal notes to a finished proposal

Proposal Generator takes your standard proposal template and the notes from the deal (the pain you uncovered, the scope you agreed, the pricing you quoted) and drafts the whole thing: problem summary, proposed solution, scope, pricing, and timeline.

  1. Load the template and notes

    Add your standard proposal template and the deal's discovery notes, agreed scope, and pricing to the Knowledge Center or paste them into the chat.

  2. Name the deal

    Tell Joy which customer and what you're proposing. Call out anything specific: a phased rollout, a custom SLA, a discount you promised.

  3. Review the draft

    Get the full proposal in your template's shape, with the problem summary, solution, scope table, pricing, and timeline all filled in and consistent.

  4. Finish it where you work

    Ask for tweaks ("tighten the summary," "phase the timeline"), then copy the finished proposal into your proposal tool or doc to format and send.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Machen Sie es sich zu eigen

Your Template, Filled In

The draft comes out in the structure your team already uses, so it's ready to format, not rebuild.

Grounded in the Deal

Problem summary and solution are drawn from your actual discovery notes, not generic boilerplate.

Consistent Numbers

Scope, pricing, and totals stay in sync. Change one and Joy updates the rest so nothing contradicts.

Quick Revisions

Reshape any section with a follow-up prompt instead of rewriting the whole document by hand.

Short-Form Proposal

A tight two-page version for smaller deals that don't need the full document.

Phased Rollout

Structure scope, pricing, and timeline around a multi-phase implementation.

Renewal Proposal

Draft the renewal or expansion proposal from the current contract and usage.

Multi-Product Bundle

Combine several products into one proposal with a blended scope and price.

Frequently Asked Questions

How does an AI proposal generator work?

You point Joy at your proposal template and the deal's notes, and it drafts the full document (problem summary, solution, scope, pricing, and timeline) in your template's structure. You review, refine any section in the chat, and copy the result into your proposal tool.

Does it use our real deal details or generic filler?

It draws on the discovery notes, scope, and pricing you've captured for that specific deal. The problem summary reflects the pain you actually uncovered, and the numbers come from what you quoted, not boilerplate.

Can I change the scope or pricing after the first draft?

Yes. Adjust anything in the chat and Joy updates the scope table, the pricing totals, and the timeline so the document stays internally consistent. No hunting for the number you forgot to change.

Does JoySuite export a formatted Word doc or send the proposal?

No. Joy drafts the text in the chat. You copy it into your proposal tool, CRM, or document editor to apply final formatting and send it yourself. Joy writes the proposal; you deliver it.

Will it match our existing proposal format?

When your standard template is in the Knowledge Center, Joy follows its sections and tone so new proposals read like the rest of your work. You can also point it at a past winning proposal to mirror.

Verwandte Vorlagen

Vertrieb

RFP Response Generator

Draft RFP answers from your security docs, case studies, and specs.
Vertrieb

Quote/Pricing Calculator

Draft an itemized quote with volume discounts and an annual total.
Vertrieb

Business Case Builder

Help your champion write the internal ROI memo for finance.

Ready to turn discovery notes into a proposal by end of day?

Melden Sie sich für die Warteliste an und probieren Sie diesen Workflow bei der Einführung von JoySuite als Erste aus.

Zur Warteliste Alle Vorlagen durchsuchen