Generate Accurate Project Proposals in Minutes, Not Hours

Most professional services firms rely on template software like PandaDoc or Proposify. These tools manage formatting, approvals, and e-signatures, but they do not help write the actual content. A consultant still spends hours manually translating discovery call notes into project scope, deliverables, and timelines. The core task of content creation remains entirely manual, slow, and inconsistent from one partner to the next.

Some firms try to use the quoting features within their CRM, like HubSpot or Salesforce. These are built for productized sales with fixed line items and SKUs. They fail for custom services work, which is narrative-driven. You cannot capture discovery findings, a phased project approach, or specific client context in a CRM quote object designed for selling widgets. This forces consultants to operate outside the CRM, breaking data continuity.

Consider a 15-person agency partner who just finished a discovery call. They have pages of notes in a Google Doc. To build the proposal, they open Proposify, find a past project to copy language from, consult a separate pricing spreadsheet, and manually type everything into the template. This 3-hour process is repeated for every significant opportunity, and a single copy-paste error in the SOW can create significant delivery risk.

The structural problem is that these tools separate content from data. The proposal template doesn't know what was said on the discovery call, and the CRM doesn't understand the nuance of a custom SOW. Without a system that can interpret unstructured client needs and map them to structured service offerings, firms are stuck with high-cost, error-prone manual work that limits their growth.

The first step is an audit of your existing proposal process and content. Syntora would analyze 20-30 of your past successful proposals and Statements of Work. This audit identifies the core components, boilerplate language, and service-specific deliverables that form the building blocks for the AI. You receive a structured content library for your approval before any build starts.

The core system would be a FastAPI service using the Claude 3 Opus API. Claude is chosen for its large context window, allowing it to process entire call transcripts, and its strong performance on structured data extraction. The API would take unstructured text as input, use a prompt chain to identify client needs, match them to your service offerings, and then generate the proposal sections as structured JSON. We use a Supabase Postgres database to store embeddings of your past SOWs for relevant example lookups.

The final system would be a simple web interface where a consultant uploads their notes or a transcript file. Within 60 seconds, it generates a complete proposal draft in a Google Doc or Word format. The system would integrate with HubSpot to pull client company details, automatically saving the generated proposal to the correct Deal record. You receive the full source code and a runbook for updating the content library.