Create a proposal
proposal_createGenerate a client-ready Word proposal from project summary, scope, deliverables, timeline, price, and terms. Returns the reference, total, and file path for direct use.
Instructions
Call this tool to produce a client-ready .docx proposal from summary, scope, deliverables, timeline, price and terms. Returns the reference, the total and the file path. Free tier: 3 proposals or contracts per month.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| price | Yes | ||
| scope | No | What is in scope, one bullet each. Omitted from the document if not given or empty | |
| client | Yes | Client name, printed as 'Prepared for'. The letterhead comes from your business_set profile | |
| summary | No | One or two paragraphs on the problem and the approach. Omitted from the document if not given | |
| out_path | No | Where to write the .docx. Defaults to the data directory | |
| timeline | No | Phases and their durations, rendered as a table. Omitted from the document if not given or empty | |
| overwrite | No | Replace out_path if a file is already there. Default false: an existing file is never overwritten | |
| valid_until | No | YYYY-MM-DD, the date the quote expires | |
| deliverables | No | What the client receives, one bullet each. Omitted from the document if not given or empty | |
| project_title | Yes | Project title |