Golden Horizons
CAPABILITY · SALES & LEAD-GEN
AI Proposal Generator
Discovery notes become a branded, signed-ready proposal the same day.
Audit this workflow →What it does
Takes discovery call notes or a completed intake form and produces a branded proposal with scope, pricing, timeline, and e-sign. Cuts proposal turnaround from days to hours. Plugs into the CRM deal stage on send.
Proposal writing is one of the most reliable ways professional services bleed senior time. Someone has to pull the right boilerplate sections, dig up the relevant past-project write-ups, apply the current pricing tiers, then customize three or four sections to match what the client actually said on the call. At a small consulting firm or civil engineering practice, that's two to four hours of a principal's time per proposal. None of it bills, and it doesn't scale.
The problem compounds as volume grows. More RFQ responses, more scoping documents, more SOWs means either the principal stays buried in drafts or proposals go out thin and templated and lose deals. Neither path is good.
The Proposal Generator trains on your own past proposals: your section structure, your scope language, your pricing logic, your qualifications write-ups. When a rep or project manager fills out an intake form after a discovery call, the system drafts the full proposal. Scope of work, relevant project experience, timeline, fee schedule, and any required certifications or compliance sections. The draft lands in their review queue in minutes. They edit it instead of authoring it from scratch.
Here's what gets encoded: your pricing rules (hourly versus fixed, recurring-fee structures, discount thresholds by deal size), your preferred scope language per service line, past project summaries indexed by industry and scope type, and your brand voice and formatting. The system isn't guessing. It pulls from your library of approved language and applies it to the intake context.
Golden Horizons builds this on a scoped engagement, three weeks from kickoff to a working draft pipeline. Week one is ingestion: uploading and structuring your past proposal library, mapping intake fields to output sections, encoding pricing rules. Week two is draft testing against real intake scenarios from your pipeline. Week three is editing workflow integration: DocuSign handoff, CRM deal-stage update on send, team chat ping to the account lead. After go-live, support can update the proposal library as service lines shift, add new past-project entries, and tune pricing logic when rates change.
It fits compliance-heavy businesses building RFQ responses, civil engineering firms working in AIA contract structures, design studios producing scoping documents, management consultants writing SOWs, and accounting firms quoting advisory engagements.
Use cases
- A compliance-heavy business's BD team submits RFQ intake through a structured form (contract structure, scope keywords, fit criteria, past-performance references) and gets a first-pass draft with the required work statement sections and past-performance write-ups pulled from their library.
- A design studio gets a new branding inquiry. The account lead fills a 12-field discovery form and the system produces a scoped proposal with deliverables, revision rounds, timeline milestones, and fee breakdown, ready to review that same afternoon.
- A management consultant wraps a discovery call, fills an intake form with engagement scope and client goals, and gets a draft SOW with objectives, methodology, deliverables, and a fixed-fee schedule drawn from the firm's standard rate card.
- A civil engineering firm responding to a municipal RFP opens a project intake, picks the service line and project type, and gets a draft built on the firm's AIA-aligned section structure with the right qualification language and a fee schedule populated from comparable past projects.
- An accounting firm quoting a new CFO advisory engagement submits client size, service scope, and engagement length. The system drafts a scoped engagement letter with service descriptions, pricing, and terms drawn from approved templates, ready for partner review before sending.
- A residential contractor estimating a renovation fills a job-scope intake form, and the system drafts a client proposal with project phases, material allowances, payment milestones, and warranty terms formatted to the firm's branded proposal template.
What’s included
- Fixed scope with written acceptance criteria before any build starts
- Customization layer for your brand voice and business rules
- Clean handover with documented runbook and live training
- Monthly ROI report for three months post-delivery
- Source code delivered to your GitHub on handover
What’s NOT included
- Third-party API subscription costs (billed to your accounts)
- Data migration from legacy systems
- Ongoing infrastructure costs after handover
How clients use this
Fixed-scope build with clean handover, documented ownership, and optional support for monitoring, maintenance, and minor changes.
Part of
Used in: Law Firms , Real Estate Agents , Construction Firms
Questions Proposal Generator clients ask
Will the proposals actually sound like us, or will they read like a template?
The system learns from your own past proposals, not from generic language. During the build, we ingest your existing library, usually fifteen to thirty documents, and extract your section structure, phrasing patterns, scope language by service line, and qualifications write-ups. The draft it produces reflects how your firm writes, not how a generic AI writes. The account lead or project manager reviews every draft before it goes anywhere, so anything off gets caught and fixed. Over the first few months, you flag edits that represent new preferences, and those fold back into the base language. The target is a draft that needs light editing, not a rewrite.
How does pricing logic get encoded, and what happens when our rates change?
Pricing rules are set up as structured logic during the build: hourly rates by role or service tier, fixed-fee ranges by project type, recurring-fee structures, discount thresholds, and any client-specific pricing agreements. These live in a configuration layer, not buried in prompt text, so updating them doesn't require a rebuild. When rates change or you add a new service line with its own pricing, we update the config through support. Most firms run one or two pricing-logic updates a year. The intake form captures the signals the system needs to apply the right rule (scope type, client size, engagement length, contract structure for contractors), and the output reflects the current approved schedule.
What does my team actually need to fill in after a discovery call?
Intake form length depends on how you scoped the build, but most firms land between eight and fifteen fields. Typical ones: client name, project type or service line, engagement scope in plain language, timeline expectations, any specific deliverables mentioned on the call, budget range if disclosed, and relevant compliance or certification requirements. The point is to capture what got said on the call, not to make your team pre-write the proposal inside a form. The system handles the translation from intake notes to structured proposal language. For compliance-heavy businesses, the form adds fields like contract structure, fit criterion, and past-performance references, since those are required inputs for a compliant RFQ response.
How does review and editing work before a proposal goes to the client?
Every draft sits in a review queue. The account lead or project manager gets a team chat notification when it's ready, clicks through to the document, and edits before sending. Nothing reaches the client without a human review step, and that's by design. The draft is delivered as an editable document, not a locked PDF, so edits happen directly in the doc. Once the reviewer approves it, they trigger the DocuSign send from the same interface, which moves the CRM deal stage automatically. When a draft needs heavy changes, the reviewer makes them and we track the delta. Recurring heavy edits on a particular section type usually mean the base language for that section needs an update, which is handled as support, not a new build.
Can this handle RFP and RFQ responses with required federal formatting or specific section requirements?
Yes, and it's one of the stronger use cases. compliance-heavy businesses deal with response structures that are partly mandated: work statement format, past-performance narratives in specific character counts, pricing schedules that have to map to a contract structure structure. The build encodes the required section structure for each contract structure or agency template you respond to, then maps your intake fields and project library into those sections. Past-performance write-ups get indexed by project type and contract value, so the system pulls the most relevant ones for a given opportunity. For contractors who answer multiple agency formats, each gets its own template configuration. The same draft-and-review workflow applies. The proposal coordinator reviews before submission and catches anything that misses the solicitation requirements.