AI Proposal Drafter

Generate professional business proposals instantly with AI. Streamline your proposal writing process and win more clients effortlessly.

Draft Client Proposal
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Describe your agent

Ask Lindy what to do and watch it build your Agent in minutes.

Connect your apps

Hundreds of integrations available.

Let AI do the work

Give custom instructions to your agent, all in natural language.

Use-cases

How can Lindy's AI Proposal Drafter help you?

Reduce proposal writing time

Reduce proposal development from weeks to hours by generating comprehensive drafts within hours, freeing teams to focus on strategy and client-specific customization while meeting tight deadlines.

Increase win rate success

Use data from past winning proposals to optimize content and keywords. Produce tailored responses aligned with client requirements to improve contract award probability.

Eliminate costly writing errors

Detect and correct typos, grammar, and formatting inconsistencies before submission, reducing the risk of disqualification and presenting a professional proposal.

Scale proposal production capacity

Handle multiple opportunities simultaneously without compromising quality. Generate customized proposals for different clients and requirements, increasing throughput and enabling pursuit of additional contracts and revenue.

Enhance competitive proposal positioning

Produce targeted, persuasive content that differentiates your offerings: analyze competitor approaches and develop clear value propositions that help proposals stand out in competitive markets.

Learn more

Learn more about creating an AI Proposal Drafter

Automate your first task
Step 1

Capture Notes

Import notes into AI Proposal Drafter, automatically extract and tag client, project scope, goals, and constraints.

Step 2

Structure Draft

Convert notes into a structured proposal outline: section headings, key value propositions, a project timeline with milestones and estimated durations, and a pricing breakdown.

Step 3

Polish and Export

Refine tone, add client-specific details, generate PDF or DOC, export final file for delivery.

Benefits

Why use an AI Proposal Drafter?

Automate your next generation task
1

From notes to a polished proposal in minutes

Convert meeting notes, call transcripts, and bullet points into a structured, client-ready draft with clear sections and summaries, producing a polished client proposal without starting from scratch.

2

Auto-generate scopes, timelines, and pricing

Produce a structured, client-ready draft from meeting notes, including an executive summary, scoped deliverables, milestones, and next actions, ready for review.

3

Consistent, on-brand copy every time

Apply brand voice and formatting consistently, reuse approved boilerplate, bios, and legal text, and standardize proposal language and presentation across the team.

4

Personalization at scale

Tailor messaging to each client and industry, include relevant case studies and metrics, and adapt value propositions and pain points, so every proposal is customized while the workflow remains streamlined.

5

Built-in QA and RFP compliance

Auto-proofread grammar, tone, and clarity; verify required RFP sections and mandatory clauses; flag missing sections and problematic wording to reduce errors and compliance issues.

6

Fast iterations and variations that win

Generate multiple proposal variants instantly, A/B test key sections, and apply revisions in seconds based on feedback, enabling faster proposal iterations and more informed content selection.

FAQ

Frequently asked questions.

Automate your text generation task

How does AI Proposal Drafter convert meeting notes, call transcripts, and bullet points into a polished client proposal in minutes?

AI Proposal Drafter follows a three-step workflow: 1) Capture Notes: import notes and auto-tag clients, scope, goals, and constraints; 2) Structure Draft: transform notes into an outline with sections, value propositions, timeline, and pricing; 3) Polish and Export: refine tone, add client-specific details, then generate PDF/DOC for sending.

What integrations and file formats does AI Proposal Drafter support for importing data and exporting finished proposals?

AI Proposal Drafter auto-builds deliverables, milestones, and pricing tables from templates or rate cards, calculates totals, and inserts standard terms. This eliminates manual setup tasks that typically consume hours of proposal preparation time. The system pulls from your existing rate structures and project templates to generate accurate pricing breakdowns and project timelines.

How does AI Proposal Drafter ensure consistent, on-brand proposal copy across a team?

AI Proposal Drafter enforces brand voice and formatting, reuses proven boilerplate, bios, and legal text, and keeps every proposal looking and sounding professional across the team. The system maintains consistent brand standards through template libraries and style guides that automatically apply to each proposal. Teams can store approved messaging, company descriptions, and legal language that gets inserted into proposals without manual copying. This approach eliminates the variation that occurs when different team members write proposals from scratch.

Does AI Proposal Drafter help with RFP compliance and quality assurance, including proofreading and flagging risky wording?

AI Proposal Drafter provides built-in QA and RFP compliance checks to auto-proofread for grammar, tone, and clarity, verify RFP requirements and mandatory clauses, and flag missing sections or risky wording to reduce errors and compliance headaches. Automated compliance checks are a standard AI proposal use case.

How does AI Proposal Drafter personalize proposals at scale with relevant case studies and metrics without slowing the workflow?

Matches client and industry attributes to your content library, selects relevant case studies and associated metrics, and adapts value propositions and pain points into template-driven sections, reducing manual edits and preserving rapid proposal turnaround.

Can AI Proposal Drafter convert meeting notes, call transcripts, and bullet points into a polished client proposal in minutes?

Generates multiple draft variants on demand, supports A/B testing of key sections (executive summary, value proposition, pricing), and applies revisions immediately based on reviewer feedback. Users report faster iteration cycles and clearer comparisons between messaging variants to inform selection.

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