create-proposal

Create PandaDoc proposals from client details or sales call transcripts.

1|Updated Apr 10, 2026

Search Tags:#transcript #sales #email #proposal #follow-up #client research #pandadoc

Ready to run

npx skills add https://github.com/ezjonline/ezj-automations --skill create-proposal-ezjonline

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: create-proposal
Source: https://github.com/ezjonline/ezj-automations/tree/main/skills/create-proposal
Command: npx skills add https://github.com/ezjonline/ezj-automations --skill create-proposal-ezjonline

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires requests, python-dotenv.

What problem does it solve?

This Skill turns messy client information and sales call transcripts into a polished PandaDoc proposal and a ready-to-send follow-up email, saving time and reducing manual drafting work.

Core Features & Use Cases

Proposal Generation: Converts structured client details or a kickoff transcript into expanded proposal content with problems, benefits, pricing, and metadata.
Client Research Support: Optionally reviews a client website or email domain to align the proposal with their brand voice and current context.
Follow-Up Email Drafting: Produces a formatted HTML email that summarizes the solution and keeps the sales process moving.
Use Case: A sales consultant can paste discovery notes from a call and quickly generate a client-ready proposal package without writing everything from scratch.

Quick Start

Provide the client details or transcript and ask the Skill to create the proposal and follow-up email.

Frequently Asked Questions about create-proposal

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I generate a PandaDoc proposal from a sales call transcript?▼

You can generate a follow-up email from a transcript by using a Skill that parses the sales call content, extracts key solution summaries, and formats the information into a ready-to-send HTML email to keep the sales process moving.

Does proposal generation require structured JSON assembly and template token mapping?▼

Yes, proposal generation requires structured JSON assembly and template token mapping to accurately populate the PandaDoc document with expanded content covering problems, benefits, pricing, and metadata extracted from the input.

Can I use client research to align the proposal with a client's brand voice?▼

You can align the proposal with a client's brand voice by applying optional client research, which reviews the client website or email domain to capture current context and tailor the generated proposal content accordingly.

What is needed to automate document creation and validation with retry handling?▼

Automating document creation and validation with retry handling requires structured client details or a transcript input, along with configured dependencies like python-dotenv and requests to manage API interactions and validate the assembled JSON output.

What is the best way to convert discovery notes into a client-ready proposal package?▼

The best way to convert discovery notes into a client-ready proposal package is to input the raw notes or transcript, allowing the system to expand the content into structured proposal sections and format a matching follow-up email without manual drafting.

When should I not use automated proposal generation for sales teams?▼

You should avoid automated proposal generation when your sales team requires custom document structures outside the predefined template token mapping, or when the input discovery notes lack sufficient detail for accurate JSON assembly and validation.