Write client proposals with AI and Google Docs instead of PandaDoc

You are helping me write a proposal for {{client_company}}. My company: {{your_company}}, which does {{your_services}}.
Here are my raw discovery notes:
{{discovery_notes}}
Produce: 1) the client's situation in 3 sentences; 2) their goals, each with a measurable success indicator; 3) constraints (budget hints, deadlines, decision-makers, approvals); 4) a numbered list of open questions I must answer before scoping. Don't fill gaps with assumptions; list them as questions.

Using the brief above and my answers to the open questions ({{answers_to_open_questions}}), write the scope of work:
- {{phase_count}} phases, each with duration estimate, deliverables (with format), and an acceptance criterion per deliverable.
- An "Out of scope" list of at least 5 items the client might reasonably assume are included.
- Dependencies on the client (inputs, approvals, access) with deadlines.
Use plain language. Match how we usually deliver: {{delivery_approach}}.

Price the scope above using ONLY this rate card. Never invent a price or discount:
{{rate_card}}
Output a Markdown table: item | qty | unit | unit price | line total. Then subtotal, tax at {{tax_rate}}, and total in {{currency}}.
Show your quantity reasoning for each line in one short sentence underneath. If something in scope has no rate-card entry, put "PRICE NEEDED" instead of a number.
Add a separate "Optional add-ons" table for: {{optional_items}}.
Payment terms to state: {{payment_terms}}.

For this proposal:
1) List 5–8 assumptions that, if wrong, would change cost or timeline (inputs, feedback rounds, access, third-party tools).
2) A risk table: risk | likelihood | impact | mitigation. Include at least one risk on the client side and one on ours.
3) Then write a 4–5 sentence executive summary for {{decision_maker_role}}: their situation, outcome, our approach, total investment of {{total_price}}, and the next step ({{next_step}}). No superlatives, no claims we can't prove.

Act as {{decision_maker_role}} at {{client_company}} reading this proposal for the first time, with a budget of about {{client_budget_hint}}. Be sceptical.
List: anything unclear; anything that looks padded; questions you'd ask before signing; places where scope and price don't match; and the single biggest reason you might say no. Then suggest the smallest edits that fix each point.
Proposal:
{{proposal_text}}

Write a short follow-up email (under 90 words) to {{client_name}} about the {{project_name}} proposal I sent on {{sent_date}}. Mention one specific benefit from the summary: {{key_benefit}}. Offer a 15-minute call to answer questions and note the proposal is valid until {{valid_until}}. Friendly, no pressure, no "just checking in".

# Proposal: {{project_name}}
**Prepared for:** {{client_name}}, {{client_company}}
**Prepared by:** {{your_name}}, {{your_company}}
**Date:** {{date}}  ·  **Valid until:** {{valid_until}}  ·  **Reference:** {{proposal_id}}

---

## 1. Summary
_Three to five sentences: their situation, the outcome they want, what you'll do, the investment, and the next step._

## 2. Your goals (as we understood them)
- Goal 1 — how we'll know it's achieved: ____
- Goal 2 — ____
- Constraints we heard: budget, deadline, internal capacity, approvals

## 3. Scope of work
### Phase 1 – {{phase_1_name}} ({{phase_1_duration}})
- Deliverable: ____ — format: ____ — acceptance: ____
### Phase 2 – {{phase_2_name}} ({{phase_2_duration}})
- Deliverable: ____

### Out of scope
- ____ (anything the client might reasonably assume is included)

## 4. Timeline
| Milestone | Target date | Depends on |
|---|---|---|
| Kick-off | ____ | Signed proposal + deposit |
| Phase 1 complete | ____ | Client feedback within 3 business days |
| Final delivery | ____ | ____ |

## 5. Investment
| Item | Qty | Unit price | Total |
|---|---|---|---|
| ____ | 1 | ____ | ____ |
| **Subtotal** | | | ____ |
| Tax ({{tax_rate}}) | | | ____ |
| **Total** | | | **____** |

**Optional add-ons** (not included in total)
| Option | Price | Notes |
|---|---|---|
| ____ | ____ | ____ |

**Payment terms:** {{payment_terms}} (e.g. 50% on signature, 50% on delivery; net 14). Invoices sent from {{invoicing_tool}}.

## 6. Assumptions
- Client provides ____ by ____.
- One round of consolidated feedback per deliverable; extra rounds billed at {{hourly_rate}}.

## 7. Risks and how we'll handle them
| Risk | Likelihood | Mitigation |
|---|---|---|
| ____ | Low/Med/High | ____ |

## 8. Why us
- Relevant result 1 (real, approved for reference)
- Relevant result 2

## 9. Terms
{{terms_reference}} (link to or attach your standard terms; have a lawyer review them once.)

## 10. Acceptance
By signing, {{client_company}} accepts this proposal and the terms referenced above.

| | {{client_company}} | {{your_company}} |
|---|---|---|
| Name | | |
| Title | | |
| Signature | | |
| Date | | |