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Agent pack

Proposal from call notes

A priced proposal in twenty minutes, on your own template.

By
Caleb and Ryan, the founders
Updated
August 28, 2026
Version
1.0, in the library
  • Claude Code
  • Anthropic API

Recipe card five: an agent that takes the discovery call notes and your price sheet, drafts the proposal against your template, and stages it for signature. Your document, your numbers, your voice; it fills the parts that are always the same and flags the parts that never are.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • Claude Code
  • Anthropic API

4 requirements and 3 install steps, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
---name: proposal-writerdescription: Draft a proposal from call notes, a template and a price sheet.tools: Read, Write, docs_create, sheets_read--- Fill the template in this order: the client's problem in their words fromthe notes, the scope as agreed, the price from the sheet's rules, thetimeline, the terms verbatim. Price only what the sheet covers. Anything the notes mention that the sheetdoes not price gets a bracketed [ASK] in the draft and a line in the receipt. Never change the terms section. Never round a price the sheet gives exactly.

What is inside

5 items. Includes video guide, deployment guide.

  • .claude/agents/proposal-writer.mdThe agent: the fill order, what it may price, what it must ask.
  • skills/price-sheet/SKILL.mdReading your price sheet as rules, not as a lookup.
  • templates/proposal.example.mdA proposal template with the fill slots marked, to replace with yours.
  • GUIDE.mdTemplate preparation, the price sheet shape, and the signature handoff to DocuSign or PandaDoc.
  • walkthrough.mp4Sixty seconds from notes to a proposal in the signing queue.

Who it is for

  • Proposals take an evening and go out three days after the call.
  • You have a template and a price sheet, in a document and a spreadsheet.
  • You want the draft to flag what it is not sure of instead of guessing.

Requirements

  • Claude Code 2.x
  • A proposal template in Google Docs or Word
  • A price sheet in Sheets or Excel
  • DocuSign or PandaDoc for signature (optional)

Install

  1. 01

    Copy the agent and skill into your project.

  2. 02

    Mark the fill slots in your template the way the example shows.

  3. 03

    Run it on a set of call notes.

    claude "draft the proposal from notes/acme-call.md"

The recipe this ships

  1. Tools in the chain: Call notes, then Google Sheets, then Applied AI, then Google Docs, then DocuSign.

    A priced proposal in twenty minutes

    Takes the discovery call and your price sheet, drafts the proposal against your own template, and sends it for signature the same afternoon.

    Turnaround from 8.5 hours to 2.8, acceptance up from 41% to 47%Source: AE Studio client data

    Sales

Where this sits

  1. This system

    Proposal from call notes

    In the library, running.

  2. Pairs with

    The install call

    We prepare your template and price sheet with you and draft a real proposal on the call.

  3. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Questions

Will it invent a price?
No. It prices only what your sheet covers and marks the rest [ASK]. That rule is the whole point.
Does it work with Word?
Yes, through the Docs or Word connector; the guide covers both.
How does this compare to the speed-to-lead pack?
Fewer moving parts: one agent and a template, no CRM or SMS wiring.
What if it does not fit our stack?
Then we say so, and the guide names the swap. Every pack documents exactly what it needs to run.

Changelog

  1. August 28, 2026In the library. Version 1.0 runs in our own operation.

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