The /proposal slash command generates comprehensive sales proposals from discovery context, creating professional multi-section documents ready for customization.
How It Works
Type /proposal in the chat input
Provide context - Use chat history from discovery or paste notes
Review the proposal - Get a complete document structure
Customize and refine - Ask for adjustments to specific sections
What Gets Generated
Section | What You Get |
Executive Summary | High-level overview of the opportunity |
Current State | Their challenges and pain points today |
Desired State | The outcomes they want to achieve |
Solution Overview | How your solution addresses their needs |
Investment Summary | Pricing structure and ROI framework |
Action Plan | Implementation timeline and next steps |
About Us | Company background and credentials |
Social Proof | Relevant case studies and references |
Example Workflows
Post-Discovery Proposal
After a discovery conversation, type:
/proposal Create a proposal based on our discovery conversation above
The AI uses the chat history to:
Extract identified pain points
Match your solution to their needs
Structure investment around their priorities
Suggest relevant case studies
From Meeting Notes
/proposal Here's what we learned from the discovery call: - Current CRM: Salesforce (frustrated with complexity) - Pain points: Reporting takes 3 hours/week, reps don't update - Budget: $50K annually - Timeline: Need solution by Q2 - Decision makers: VP Sales, CRO
Generates a tailored proposal addressing each point.
Renewal Proposal
/proposal Renewal proposal for Acme Corp - they've been a customer for 2 years Current plan: Professional tier, 50 seats Expansion interest: Adding 25 seats, upgrading to Enterprise for API access QBR notes: 40% increase in pipeline, want better analytics
Creates:
Value delivered summary
Expansion benefits
New pricing structure
Continued success roadmap
Expansion Proposal
/proposal Upsell proposal for @Acme Corp Deal They want to add the analytics module after seeing our new features
Using CRM context and your notes to craft a targeted expansion offer.
Best Practices
Complete discovery first - Better inputs create better proposals
Include specific numbers - Budget, timeline, team size
Mention stakeholders - Know who will read the proposal
Reference pain points - Make sure they're well-documented
Add competitive context - If they're comparing vendors
Customizing the Output
After generating, ask follow-ups like:
"Make the executive summary more concise"
"Add a section comparing us to [competitor]"
"Reframe the pricing as cost savings over 3 years"
"Add more technical detail to the solution section"
"Include implementation milestones"
Tips for Better Results
Use after /meeting-notes for discovery calls
Reference your company's playbooks for consistent messaging
Include industry vertical for relevant case studies
Specify proposal length if you need brief vs. comprehensive
Ask for different formats (one-pager, detailed, executive summary only)
Use Cases by Role
Role | Best Use |
SDR/BDR | Create initial outreach proposals for qualified leads |
AE | Generate full proposals after discovery and demos |
CSM | Build renewal and expansion proposals |
Sales Manager | Review and coach on proposal quality |