General Proposal Builder (All products)

Drafts a structured proposal grounded in real Reality Premedia proposal patterns — pick a service and commercial model, describe the requirement, review the draft. On-screen structured draft for now; copy into your letterhead template to finalize.

Proposal details

Link a SalesFlow opportunity (optional)

Pick a match to link this proposal to a real opportunity. Leave blank for a net-new prospect not yet in SalesFlow.

Client name *

SalesFlow opportunity (optional)

Service *

Leave "Auto-detect" checked to let the AI decide from your requirement notes below — it may determine more than one service applies (e.g. 3D modelling + animation). Uncheck it to pick specific service(s) yourself. Checking a service reveals its headline below, pre-filled with the standard name — edit it if this deal needs a more specific one, or leave it as-is.

Commercial model *

Billing address / GST *

Pricing region *

Requirement notes *

Reference similar past proposals (optional)

Picked proposals guide structure/tone/pricing style, but content is always tailored to this deal — never copied.

Drafting the proposal…

Proposals from your direct reports (or escalated to you) that are waiting for your decision, oldest first. Approving a high-value proposal may pass it up to the next level. If you can't decide, escalate it.

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Admin only. Controls who approves what, how long an approval can sit before it is reminded and escalated up the reporting chain, and how people are notified. Changes apply to the next submission.

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The letterhead details, standard Notice of Liability text, recurring Terms & Conditions clauses and real commercial-model patterns every generated proposal is grounded in. Admins can edit it directly below — changes take effect on the very next "Generate proposal" call, no restart needed.

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