Day 02Growth & DemandGPT-4oSalesAutomation

AI Sales Proposal Architect — AI Agent for tailored sales proposals

Accelerates sales cycles with tailored AI-generated proposals.

Impact

Accelerates sales cycles with tailored AI-generated proposals.

Mechanism

Requirement Analysis + GPT-4o

DAY 02
Full README · Case Study

🚀 AI Proposal Generator


Ever spent hours writing client proposals — only to realize they all sound the same?

Imagine this: you just finished a client call, dropped a few notes, uploaded their logo and transcript… and boom — in seconds, an AI generates a ready‑to‑send business proposal, perfectly tailored to their goals, tone, and budget. No templates. No copy‑paste. Just pure personalization.

Day 2 of our “30 Days, 30 AI Agents” — meet your new proposal co‑pilot.


🌈 What is this?

  • An AI agent that crafts client proposals that feel truly yours.
  • Give it: company name, client name, project title, timeline, goals, tone.
  • Add optional transcripts, assets, or notes — it blends everything into your brand voice (formal, friendly, founder‑style — you choose).
  • One click. No writer’s block. No wasted hours.
  • Open source. Remix it for your clients.

✨ Features

  • Streamlit UI with super-simple sidebar inputs
  • 12-section proposal with per‑section regeneration and inline editing
  • Quality checker with grade + suggestions
  • Exports: PDF, DOCX, HTML
  • Copy to Google Docs with styling
  • Local drafts under data/ with versioning
  • Privacy Mode to avoid saving transcripts

🧒 Setup So Easy A 5‑Year‑Old Can Do It

Little helper: Ask an adult to install Python. Then follow the pictures and type the lines exactly!

1) Get the tools

2) Open the project folder

  • On Windows, open PowerShell and run:
powershell
cd "d:\30 days 30 agent\day 2 proposal generator fina\ai-proposal-agent"

3) Make a tiny sandbox (virtual env)

powershell
python -m venv .venv
.venv\Scripts\activate

4) Add the magic (install packages)

powershell
pip install -r requirements.txt

5) Tell the app your AI key

  • Copy this file: .streamlit/secrets.toml.example.streamlit/secrets.toml
  • Open .streamlit/secrets.toml and put your key like this:
toml
OPENAI_API_KEY = "sk-your-key-here"
# Optional
# OPENAI_ORG_ID = "org_..."
# OPENAI_PROJECT = "proj_..."

6) Press the big GO button (run the app)

powershell
streamlit run app.py
  • If that doesn’t work, try:
powershell
python -m streamlit run app.py

🧭 How to Use

  1. Fill the left sidebar: Company, Client, Project Title, Goals, Budget, Timeline, Tone.
  2. Paste transcript or upload text/doc files (optional). Upload logo (optional).
  3. Click “Generate Proposal”.
  4. Edit any section inline. Regenerate a single section if you want.
  5. Export as PDF / DOCX / HTML or copy to Google Docs.
  6. Save Draft to keep a version in data/.

Tip: Timeline must be at least 3 characters (e.g., "6 weeks").



🧰 Troubleshooting

  • “Generate Proposal” button greyed out
    • Make sure the left sidebar fields are filled: project title, goals, budget, timeline (≥3 chars).
  • “No API key / auth error”
    • Check .streamlit/secrets.toml for OPENAI_API_KEY, or use the override field in the app sidebar.
  • PDF looks plain
    • Install wkhtmltopdf and make it visible to the app. On Windows you can do:
    powershell
    setx WKHTMLTOPDF_PATH "C:\\Program Files\\wkhtmltopdf\\bin\\wkhtmltopdf.exe"
    
    Then restart the terminal and the app.
  • Port 8501 already used
    • Streamlit will offer a new port automatically.

🧪 Quick Test

bash
pytest tests/

🧱 Tech Stack

  • Streamlit UI
  • LangChain + OpenAI (ChatOpenAI) for generation
  • ReportLab and/or wkhtmltopdf for PDFs
  • python-docx for DOCX

🛠️ Customize

  • Prompts live in prompts/
  • Validation rules in validators.py
  • Export helpers in ai_proposal_agent/utils.py

🌟 Why we built this

“This is just Day 2.”

We wanted a real, usable agent that saves hours — not a toy demo. If it helps you ship proposals faster, give it a ⭐ and share what you build.


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