Proposal Generation

Goal

Create PandaDoc proposals for clients, either from structured information or by extracting details from sales call transcripts.

Inputs (One of the following)

Option A: Structured Data

• Client First Name, Last Name, Email, Company
• Project Title
• 4 Key Problems (brief)
• 4 Key Benefits (brief)
• Project Duration
• Investment Breakdown (Month 1, Month 2, Month 3+)

Option B: Call Transcript

• Sales call transcript to extract all details from