Proposal Builder
Turns call notes, photos, or an RFP into a branded, priced proposal ready to send.
by anthropics · ★ 32,564 on GitHub
What it does
Give Claude a transcript, voice memo, photos, or notes from a sales conversation, and it writes a proposal, estimate, or statement of work using your own templates and past pricing. You get a finished document in Word and PDF format. Once accepted, it can route the proposal for signature and trigger the deposit invoice.
Who it’s for
A good fit for salespeople, consultants and founders who sell, anyone working with Word, PDF, Excel or PowerPoint files and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Can prepare documents for signature and trigger an invoice, but only with your approval.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0