AI proposal generator

Start with your client brief, call notes, and existing template. Okou turns them into a proposal and editable presentation with clear scope, approved pricing, and a next step for the buyer.

Describe the client and the proposal you need

Opens Okou with your task. Add the brief and template after sign-in. Review the editable files before sharing.Create my proposal
Start with:

Start with an editable download

Free downloads, no account required. Templates and sample data are in English.

Using a file in Okou opens a task after sign-in; AI runs use credits.

What does an AI proposal writer need?

The strongest opening proves you understood the problem. Company history, credentials, and methodology only matter after the buyer recognizes their situation in the diagnosis.

A proposal should distinguish confirmed scope, assumptions, exclusions, and open questions. That keeps a polished draft from quietly inventing commitments nobody made on the call.

Client problem → diagnosis → scope → proof → price → next stepBUYER-FIRST HIERARCHYClient problem01diagnosis02scope03proof04price05next step06

What proposals can you create with AI?

Four commercial shapes from the same client context.

  • Retainer proposals

    Monthly scope, the first ninety days, review cadence, and what success looks like over time.

  • Fixed-scope project proposals

    Phases, deliverables, timeline, assumptions, exclusions, and a price that survives them.

  • Sales call follow-up proposals

    A proposal grounded in what the buyer said, prepared while the conversation is still fresh.

  • Renewal and expansion proposals

    Evidence from the last period and a clear case for what the next scope adds.

How to create a proposal from a sales call

The workflow turns the sales conversation into the follow-up and proposal without losing the buyer's own language.

Sales call to follow-up draft
How to create a proposal from a sales call01Sales call02Buyer language03Proposal review

AI Proposal Generator

Complete sample commercial proposals with scope, terms, dependencies, open items, and exclusions kept explicit.

Generated with Okou

Harbor CRM Lifecycle Retainer

A three-month lifecycle marketing proposal with a $9,800 monthly fee, six automations, newsletter cadence, reporting, and client dependencies.

Generated with Okou

Fieldnote Logistics Analytics Dashboards

A six-week fixed-scope analytics proposal with three dashboards, a $42,000 fee, exact installment amounts, and acceptance dependencies.

Generated with Okou

Elm Health Intake Routing Workflow

A proposal shaped from supplied call notes, preserving the budget range, security gate, weekly governance, deadline, and explicit exclusions.

Get better results with connectors

Connect the CRM and call notes so a review-ready draft appears when the opportunity is ready.

Useful connectors

  • HubSpot
  • Google Drive
  • Gmail
  • Notion

Sales call to follow-up draft

Connect the apps that contain the latest source material. Reuse the steps as a workflow. Add an automation only when the workflow should start from a trigger or schedule.

View workflow exampleBrowse workflow examples

AI proposal generator FAQs

What information does it need?

The client, their problem, the intended scope, timeline, proof, and price. Missing items can stay as questions rather than being invented.

Can it use my case studies and template?

Yes. Point Okou at the approved examples and template and ask it to use only relevant verified proof.

Can this sales proposal generator start from a CRM deal?

Yes. The workflow can trigger when a deal reaches a stage, combine the CRM record with call notes, and create a draft for approval.

Okou also has the consulting proposal template, the marketing proposal template, the text to slides and the AI follow-up email generator.

Create proposals from every qualified deal

Connect the CRM and call notes so a review-ready draft appears when the opportunity is ready.

Automate proposals