Services — Proposal & Document Automation

Branded proposals and quotes, generated and live in minutes.

Stop rebuilding the same document from scratch. We automate the entire process — from job details in, to a fully branded proposal deployed at a live URL and in your client's inbox. No copy-pasting. No formatting. No chasing.

Book a discovery call → Submit a project brief →

Live proposal — deployed to a permanent URL

Live branded client proposal page deployed automatically to Cloudflare Pages — confidential client cleaning proposal with Download PDF and Accept Quote actions

Every proposal lands as a real, accessible web page — not a PDF buried in an email thread. Client clicks, reads, accepts. One URL, permanently live.

Internal portal — 60 live proposals, searchable by category

Internal proposal portal dashboard showing 60 live proposals categorised by type — Cleaning, Installations, Fan Services, M&E Design — with search functionality

Every proposal ever sent, live and searchable. Categorised by type, indexed by reference. No digging through email threads or shared drives.

AI generation layer — Claude project trained on your services

Claude AI project dashboard showing Fan Rescue Quotes and Proposals project with HTML proposal templates and conversation history for commercial quotes

The AI is trained on your exact services, pricing and tone. Input the job details, get a complete branded HTML proposal back — ready to deploy.

60+

Live proposals deployed for one client. Every one accessible, searchable, permanently online.

6 types

Cleaning, installations, renewals, fan services, M&E design, odour risk — all generated from the same system.

Templates rebuilt from scratch. One AI project generates every document type, every time.

Minutes

From job details to a live, branded, client-ready proposal URL. Not hours. Not the next day.

The problem

Every proposal is starting from scratch.

The template is never quite right

Last month's proposal. Delete the old client name. Update the price. Hope you got every instance. Reformat the table that broke when you copied it. Save as PDF. That's before you've written a word of actual content.

PDF attachments get ignored

A PDF attached to an email is the easiest thing in the world to overlook. No tracking, no engagement data, no way to know if it was opened. A live URL changes all of that.

Your team is inconsistent

Different people produce different quality proposals. One rep's quotes look polished, another's look like they were done in a hurry. The AI produces the same standard every single time.

You can't find the one you sent last month

It's in an email somewhere. Or a shared drive. Or saved on someone's desktop. A searchable portal with every proposal ever sent solves this permanently.

How it works

Input the job details. Everything else is automated.

Built on a Claude AI project trained on your specific services, pricing structure and brand. No generic templates. No manual formatting.

Job details go in

Your team inputs the client name, service type, scope and pricing — via the AI project, or soon via WhatsApp message. Plain English. No forms to fill, no dropdowns to navigate.

AI generates the full document

The Claude project — trained on your service templates, pricing logic and brand tone — produces a complete, fully branded HTML proposal. Correct terminology, correct structure, correct format. Every time.

Deployed live via GitHub and Cloudflare

The proposal is pushed to GitHub and auto-deployed to Cloudflare Pages — live at a permanent, shareable URL within seconds. Not an attachment. A real page your client can bookmark, share and return to.

Client can download PDF or accept online

Every live proposal includes a Download PDF button and an Accept Quote action — built into the page. The client doesn't need to print, sign or scan anything. One click to accept.

Every proposal logged in the portal

The internal portal indexes every proposal automatically — searchable by client name, reference or category. Cleaning, installations, renewals, M&E design — all in one place, permanently accessible.

WhatsApp trigger — coming live shortly

The next layer: send a WhatsApp message with the job details, and the entire pipeline — generation, deployment, client email, CRM update — runs automatically. No laptop needed.

What you get

Concrete deliverables, not a spec document.

Everything below is configured, tested and handed over running.

AI proposal project — trained on your services

A Claude AI project built specifically for your business. Trained on your service types, pricing structure, terminology and brand tone. Produces consistent, professional output every time — regardless of who's using it.

Branded HTML proposal templates

Fully branded proposal and quote templates built to your spec — your colours, your typography, your layout. Generated automatically from the AI project. No copy-pasting, no reformatting, no off-brand output.

Live deployment pipeline — GitHub and Cloudflare

Every proposal deployed as a live URL via GitHub and Cloudflare Pages. Permanent, shareable links with Download PDF and Accept Quote built in. Not email attachments. Real pages.

Internal proposal portal

A password-protected internal portal indexing every proposal ever sent — searchable by client, reference and category. Your team can find any proposal in seconds. No more digging through email.

Multiple document types supported

The system handles every document type your business produces — cleaning proposals, installation quotes, renewal notices, risk assessments, design packs. Each with its own template, each generated from the same AI project.

30-day post-launch support included

A month of monitoring, refinement and fixes after go-live. If the AI produces something unexpected in production, we fix the prompt and template — without a new invoice.

Common questions

What operators ask before they start.

Can it handle multiple document types?

Yes. The AI project is trained on all your service types — each with its own template and logic. Cleaning proposals, installation quotes, renewal notices, risk assessments — all generated from the same system, each with the correct structure and content.

What if the output isn't quite right?

You review before deploying. If something needs adjusting, you correct it in the conversation and regenerate. Over time the AI learns your preferences and corrections become rare. The templates improve continuously.

Does the client need to create an account to view the proposal?

No. The proposal is a live public URL — your client clicks the link and sees the page immediately. No login, no account, no friction. They can download the PDF or accept the quote directly from the page.

How is this different from a proposal tool like PandaDoc?

PandaDoc and similar tools give you a template editor and a signing workflow. This gives you AI-generated content specific to each job, deployed as a branded web page on your own domain. No monthly SaaS fee, no platform lock-in, no generic templates.

How long does setup take?

Typically two to three weeks from kick-off to first live proposal. The bulk of the time is template design and AI training — making sure the output matches your brand and service descriptions precisely before anything goes to a client.

Will the WhatsApp automation be part of this?

It can be. The WhatsApp trigger layer — where a single message generates, deploys and emails the proposal automatically — is a separate build that sits on top of this system. We can scope both together or add it later once the core pipeline is running.