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CAPABILITY · SALES & LEAD-GEN

Proposal Generator

Discovery notes become a branded, signed-ready proposal the same day.

$6,500 build · $1,500–3,000/mo

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What it does

Takes discovery call notes or a completed intake form and produces a branded proposal with scope, pricing, timeline, and e-sign. Reduces proposal turnaround from days to hours. Plugs into the CRM deal stage on send.

Proposal writing is one of the most consistent senior-time leaks in professional services. Someone has to pull the right boilerplate sections, find the relevant past-project write-ups, apply the current pricing tiers, and then customize three or four sections to reflect what the client actually said on the call. At a small consulting firm or civil engineering practice, that's two to four hours of a principal's time per proposal — time that doesn't bill and doesn't scale.

The problem compounds when proposal volume grows. More RFQ responses, more scoping documents, more SOWs means either the principal stays buried in drafts or proposals go out thin and templated, which loses deals. Neither path is good.

The Proposal Generator is trained on your actual past proposals — your section structure, your scope language, your pricing logic, your qualifications write-ups. When a rep or project manager fills out an intake form after a discovery call, the system drafts a full proposal: scope-of-work, relevant project experience, timeline, fee schedule, and any required certifications or compliance sections. The draft lands in their review queue in minutes. They edit it, not author it.

What gets encoded: your pricing rules (hourly vs. fixed, retainer structures, discount thresholds by deal size), your preferred scope language per service line, past project summaries indexed by industry and scope type, your brand voice and formatting. The system doesn't guess — it pulls from your own library of approved language and applies it to the intake context.

Golden Horizons builds this on a fixed-price engagement: three weeks from kickoff to a working draft pipeline. The first week is ingestion — uploading and structuring your past proposal library, mapping intake fields to output sections, encoding pricing rules. The second week is draft testing with real intake scenarios from your pipeline. The third week is editing workflow integration: DocuSign handoff, CRM deal-stage update on send, Slack notification to the account lead. After go-live, most firms keep a small retainer to update the proposal library as service lines shift, add new past-project entries, and tune pricing logic when rates change.

Works for federal contractors building RFQ responses, civil engineering firms using AIA contract structures, design studios producing scoping documents, management consultants writing SOWs, and accounting firms quoting advisory engagements.

Use cases

  • A federal contractor's business development team submits RFQ intake through a structured form — contract vehicle, scope keywords, relevant NAICS codes, past performance references — and gets a first-pass response draft with the required PWS sections and past-performance write-ups pulled from their.
  • A design studio receives a new branding project inquiry; the account lead completes a 12-field discovery form and the system produces a scoped proposal with deliverables, revision rounds, timeline milestones, and fee breakdown — ready to review in the same afternoon.
  • A management consultant finishes a discovery call, fills out an intake form with engagement scope and client goals, and gets a draft SOW with objectives, methodology, deliverables, and a fixed-fee schedule drawn from the firm's standard rate card.
  • A civil engineering firm responding to a municipal RFP pulls up a project intake, selects the relevant service line and project type, and receives a draft using the firm's AIA-aligned section structure with appropriate qualification language and fee schedule populated from past comparable projects.
  • An accounting firm quoting a new CFO advisory engagement submits client size, service scope, and engagement length; the system drafts a scoped engagement letter with service descriptions, pricing, and terms drawn from approved templates — ready for partner review before sending.
  • A residential contractor estimating a renovation project fills out a job-scope intake form; the system drafts a client proposal with project phases, material allowances, payment milestones, and warranty terms formatted to the firm's branded proposal template.

What’s included

  • Fixed scope with written acceptance criteria before any build starts
  • Customization layer for your brand voice and business rules
  • Clean handover with documented runbook and live training
  • Monthly ROI report for three months post-delivery
  • Source code delivered to your GitHub on handover

What’s NOT included

  • Third-party API subscription costs (billed to your accounts)
  • Data migration from legacy systems
  • Ongoing infrastructure costs after handover

Retainer

Monthly retainer covers monitoring, prompt tuning, config refinement, and minor integration additions. Range: $1,500–3,000/mo.

How clients use this

Fixed-scope build with clean handover, then an optional monthly retainer covering maintenance, monitoring, and minor changes. Most clients move to retainer within 60 days of delivery.

Part of

Used in: Law Firms , real-estate-agents , construction-firms

Questions Proposal Generator clients ask

Will the proposals actually sound like us, or will they read like a template?

The system learns from your actual past proposals, not from generic language. During the build, we ingest your existing proposal library — typically fifteen to thirty past documents — and extract your section structure, phrasing patterns, scope language by service line, and qualifications write-ups. The draft it produces reflects how your firm writes, not how a generic AI writes. The account lead or project manager reviews the draft before it goes anywhere, so anything that doesn't fit gets caught and corrected. Over the first few months, you'll also flag edits that represent new preferences, and those get folded back into the base language. The goal is a draft that needs light editing, not one that needs a rewrite.

How does pricing logic get encoded — what happens when our rates change?

Pricing rules are set up as structured logic during the build: hourly rates by role or service tier, fixed-fee ranges by project type, retainer structures, discount thresholds, and any client-specific pricing agreements. These live in a configuration layer, not buried in prompt text, so updating them doesn't require a rebuild. When rates change or you add a new service line with its own pricing, we update the config on the retainer. Most firms do one or two pricing-logic updates per year. The intake form captures the signals the system needs to apply the right rule — scope type, client size, engagement length, contract vehicle for contractors — and the output reflects the current approved schedule.

What does my team actually need to fill in after a discovery call?

Intake form length depends on how you scoped the build, but most firms land between eight and fifteen fields. Typical fields: client name, project type or service line, engagement scope in plain language, timeline expectations, any specific deliverables mentioned on the call, budget range if disclosed, relevant compliance or certification requirements. The goal is to capture what was actually said on the call — not ask your team to pre-write the proposal in a form. The system handles translation from intake notes to structured proposal language. For federal contractors, the form includes additional fields like contract vehicle, NAICS code, and past-performance references, since those are required inputs for compliant RFQ responses.

How does review and editing work before a proposal goes to the client?

Every draft sits in a review queue — the account lead or project manager gets a Slack notification when it's ready, clicks through to the document, and edits before sending. Nothing goes to the client without a human review step; that's by design, not just policy. The draft is delivered as an editable document, not a locked PDF, so edits happen directly in the doc. Once the reviewer approves it, they trigger the DocuSign send from the same interface, which moves the CRM deal stage automatically. If the draft needs significant changes, the reviewer makes them, and we track the delta — recurring heavy edits on a particular section type usually mean the base language for that section needs to be updated, which is a retainer task, not a new build.

Can this handle RFP and RFQ responses that have required federal formatting or specific section requirements?

Yes, and it's one of the stronger use cases. Federal contractors deal with response structures that are partly mandated — PWS format, past-performance narratives in specific character counts, pricing schedules that have to map to a contract vehicle structure. The build handles this by encoding the required section structure for each contract vehicle or agency template you respond to, then mapping your intake fields and project library into those sections. Past-performance write-ups are indexed by project type and contract value so the system pulls the most relevant ones for a given opportunity. For contractors who respond to multiple agency formats, each gets its own template configuration. The same draft-and-review workflow applies — the proposal coordinator reviews the draft before submission, catches anything that doesn't meet the solicitation requirements.

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