Proposal Builder

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.

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 *

Which Reality Premedia entity/address this deal bills under — used on the letterhead footer when you Export PDF. While this is being trialled, both use the same GSTIN.

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…

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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