AI Proposal Builder for Micro-Agencies: Generation, Calculation, and Sending of Commercial Proposals

A Next.js + Supabase web app that stores an agency's clients and pricing, generates personalized proposals with cost and margin calculations, exports them to branded PDFs, and sends them to the client with tracking.

Problem

Micro-agencies and info-producers spend hours preparing commercial proposals manually: gathering client data from chats, copying case studies, calculating costs in Excel, forgetting about margins and VAT, and then sending a PDF without branding and not knowing whether the client opened the file. ChatGPT doesn't store client history, doesn't know the agency's pricing, and doesn't generate a ready-made PDF automatically.

Solution

The tool combines a client database, proposal templates, a price list, and AI generation in a single web application. You enter or import client data from the CRM, select a template, the system substitutes variables, selects relevant case studies, generates text via OpenAI, and calculates an estimate with margin, discount, and VAT. Then a PDF with the agency's branding is exported to the cloud, sent to the client via email or messenger, and open and click tracking notifies the manager and updates the status in the CRM and Supabase.

More details

Features

• Storing clients in Supabase: a form with name, contacts, industry, budget, and pain points, validation, and interaction history.
• CRM integration via webhook: syncing contacts and deals, importing history for proposal personalization.
• A library of proposal templates with a block structure: offer, solution, case studies, team, timelines, pricing.
• A template editor with variables for inserting client and service data.
• A cost calculator: agency price list, margin, discounts, VAT, and generation of estimates based on selected services.
• AI generation of personalized proposal text via OpenAI with client data insertion and selection of relevant case studies.
• Fallback templates in case the AI API is unavailable.
• PDF export with agency branding: logo, colors, fonts, headers and footers, upload to S3 with a link.
• Sending proposals via email (SendGrid/Resend) and messengers (Telegram/WhatsApp).
• Tracking opens and clicks, notifications to the manager, logging statuses in CRM and Supabase.
• An admin panel for managing templates, price lists, case studies, and users.
• An analytics dashboard: proposal conversion, average deal size, margin by client, send history, report export to CSV.
• Deployment instructions for Vercel/Netlify, CI/CD, error monitoring (Sentry), security (JWT, RLS), and backup.

What you get

• 01_architecture_and_setup.md — architecture, data schema, launch and deployment on Vercel
• 02_client_data_and_crm_integration.md — client input module and CRM integration via webhook
• 03_template_engine_and_pricing.md — template base, editor, cost and margin calculator
• 04_ai_content_generation.md — logic of AI generation of proposal text, prompts and fallback templates
• 05_pdf_export_and_branding.md — PDF generation with branding and export to cloud
• 06_sending_and_tracking.md — sending via email and messengers, tracking of opens and clicks
• 07_admin_panel_and_analytics.md — admin panel, analytics dashboard and export of reports to CSV
• 08_deployment_and_scaling.md — deployment, CI/CD, monitoring, security and scaling

Installation guide

Requirements

Options and pricing

Choose the level that suits you:

• Basic — $17 · The main set of product files.
• Standard — $29 · Full set + implementation guide.
• Extended — $46 · Everything from Standard + extended materials and updates.

Frequently asked questions

See also