Proposal Builder

Sales-proposal and statement-of-work assembly pack for agencies, consultants, and B2B sales: build a structured proposal object from scope, pricing, and terms; generate a scope-of-work (SOW) section...

proposal-builder

Sales-proposal & statement-of-work (SOW) assembly adapter pack for agencies, consultants, and B2B sellers. Turns { scope, pricing, terms } into a structured proposal object and a clean, print-ready HTML document.

Intelligent microservice: every tool has a deterministic template core that runs fully offline. executiveSummary and sowSection additionally try an optional LLM for richer prose and silently fall back to the template when no model is reachable (mode: 'heuristic' | 'llm').

Tools

Tool	In → Out
`build`	`{ scope, pricing, terms, client, vendor }` → complete proposal object (summary + SOW + pricing + terms)
`sowSection`	`{ scope }` → scope-of-work narrative + deliverables + assumptions (+ optional LLM narrative)
`pricingTable`	`{ pricing }` → line items with subtotal, discount, tax, total + currency-formatted strings
`toHtml`	`{ proposal }` (output of `build`) → print-ready standalone HTML document string
`executiveSummary`	`{ brief, scope }` → persuasive opening paragraph (+ optional LLM prose)
`timeline`	`{ phases }` → phased schedule with week ranges, dates, and milestones

Usage

import pack from './index.js';

const built = pack.adapters.build({
  scope: { title: 'Website Redesign', deliverables: ['Design', 'Build', 'Launch'], objectives: ['Increase conversion'] },
  pricing: { currency: 'USD', items: [{ name: 'Design', qty: 1, rate: 8000 }, { name: 'Build', qty: 1, rate: 12000 }], discount: 0.1, taxRate: 8 },
  terms: { paymentSchedule: '50% upfront, 50% on delivery', validUntil: '2026-08-01' },
  client: 'Acme Co', vendor: 'Studio X',
});
// built.proposal → { title, executiveSummary, sow, pricing:{ subtotal, discount, tax, total }, terms, ... }

const { html } = pack.adapters.toHtml({ proposal: built });   // standalone HTML string

pack.adapters.pricingTable({ pricing: { items: [{ name: 'Retainer', qty: 3, rate: 2000 }] } });
// → { subtotal: 6000, total: 6000, formatted: { total: '$6,000.00', ... } }

pack.adapters.timeline({ phases: ['Discovery', 'Build', 'Launch'], options: { weeksPerPhase: 2, startDate: '2026-02-01' } });
// → { totalWeeks: 6, phases: [...], milestones: [...] }

Pricing conventions

discount: a value < 1 is a fraction (0.1 = 10%); >= 1 is an absolute amount.
taxRate: accepts 8 or 0.08 (both = 8%). qty defaults to 1, unit to "each".

DRY boundaries

Pre-sale proposal / SOW assembly only. invoice owns post-sale billing (invoice numbers,

due dates, receipts) — the pricing block here is an estimate inside a proposal, not a payable invoice.

Money math is inlined; no cross-pack imports except ../_shared/llm.js. Pure ESM, Node built-ins,

zero npm deps.