Skip to content

Proposal Studio

A client email or questionnaire turns into a branded proposal. The copilot suggests services, hours and open questions, the owner decides, and the PDF builds itself live.

Role
Concept, UX/UI, build
Stack
Next.js, React PDF, Vitest
For
Agencies and studios
Year
2026

What it does

Writing proposals eats evenings. The knowledge sits in old PDFs and in people's heads, and every client describes the same thing in different words.

Proposal Studio starts from what the client already sent. Paste the email or send a short questionnaire, and you get a first draft with matching services, hours and a list of things you still need to ask. You stay the one who decides.

The numbers

  • 9

    service templates with stages and add ons

  • 31

    automated tests on pricing, VAT and PDF

  • 0

    internal notes that can slip into the PDF

Time for a first draft

  • From scratchabout 2 h
  • With templates and copilotabout 20 min

Rough estimate for a typical branding or website proposal.

How it works

The copilot suggests, it never applies anything by itself. Money is handled by plain code in whole cents, so totals and VAT are always right. A test makes sure budgets and internal notes never end up in the client's PDF.

  1. InputBriefClient email or questionnaire answers
  2. AISuggestServices, hours, deadline and open questions
  3. PersonDecideOwner picks, edits and adds
  4. CodeCalculatePricing in cents, VAT, timeline and checks
  5. OutputSendBranded PDF, ready for email
InputAICodePersonOutput
  • [ Next.js ]
  • [ TypeScript ]
  • [ Zustand ]
  • [ React PDF ]
  • [ Vitest ]

Screens

1 / 4
Proposal list with status, value and client questionnaires
Dashboard. Every proposal with its status, plus answered questionnaires ready to turn into a draft.
Context and goals section next to the payment plan and terms in the PDF preview
Context and goals. The brief goes in on the left, the finished proposal updates on the right.
Service catalogue with deliverables in German and English and standard hours
Catalogue. The studio's own services, deliverables and hours in both languages.
Email and webhook settings with mail app, Microsoft 365 and webhook sections
Email and webhooks. Send from the mail app today, Outlook and webhooks are ready to connect.

What it brings

  • Evenings back

    The first draft is there in minutes, you only shape it.

  • Numbers you can trust

    Discounts, VAT and pass through costs are calculated the same way every time.

  • Nothing forgotten

    Open questions are listed, and a deadline that doesn't fit gets a warning, never a silent squeeze.

  • No extra subscription

    Runs in the browser, no per seat fee for a proposal tool.

Good to know

The copilot is simulated in this version. It reads the brief with rules instead of a model, so it works without a key. Pricing, timeline, validation and the PDF are real and covered by 31 tests. Going live means a real model with structured output, sending through Microsoft Graph and a shareable questionnaire link.

→

AI Kitchen Planner