presales-proposal

Generates branded, formatted presale proposals from client data and templates.

Updated Feb 5, 2026
One-click install
npx skills add https://github.com/jkzleond/skills-techco-proposals --skill presales-proposal
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: presales-proposal
Source: https://github.com/jkzleond/skills-techco-proposals/tree/main/presales-proposal
Command: npx skills add https://github.com/jkzleond/skills-techco-proposals --skill presales-proposal

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

In presales, drafting customized customer proposals is time-consuming and error-prone. This skill automates the generation by leveraging a configuration file for branding and placeholders to produce professional, ready-to-share documents.

Core Features & Use Cases

  • Configuration-driven branding: Reads company information from .claude/user-config.yaml or prompts the user to ensure branding accuracy.
  • Template-based proposal generation: Produces structured documents that include standard sections and a consistent format.
  • Placeholder management: Replaces placeholders like {{COMPANY_NAME}} with the configured values for personalized proposals.
  • Versioned output: Adds versioning and date stamps for traceability and revision control.
  • Output formats: Generates Markdown-ready proposals suitable for client meetings and internal reviews.

Quick Start

Provide your company name and client details, then ask the AI to generate a tailored presales proposal using the configured branding.

Frequently Asked Questions about presales-proposal

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

FAQPage Schema
How do I automate drafting presales proposals with consistent branding?

You can automate drafting presales proposals by using a configuration file to apply consistent branding and replace placeholders like {{COMPANY_NAME}} with your specific values. This generates professional, versioned Markdown documents.

How do I generate a tailored presales proposal from client information?

To generate a tailored presales proposal, provide your company name and client details. The system reads your branding from a user configuration file and outputs a well-formatted, versioned document with standard sections.

What is placeholder replacement in automated proposal generation?

Placeholder replacement in automated proposal generation involves swapping template variables like {{COMPANY_NAME}} with configured values. This ensures personalized proposals are generated accurately without manual text entry errors.

Can I use a configuration file to manage branding for presales proposals?

Yes, you can use a configuration file such as `.claude/user-config.yaml` to manage branding for presales proposals. The system reads this file to ensure branding accuracy, or prompts you if configuration is missing.

What is the best way to ensure consistent formatting and versioning in client proposals?

The best way to ensure consistent formatting and versioning is to use template-based proposal generation. This approach automatically adds versioning and date stamps to Markdown outputs for traceability and revision control.

Are there limitations to using template-based proposal generation for client meetings?

Template-based proposal generation outputs Markdown-ready documents suitable for internal reviews and client meetings. However, it requires initial setup of a configuration file to avoid manual branding prompts during the generation process.