All services available for selection. Toggle to enable/disable. Click icon to change emoji.
โ Create a custom service or package
Add Custom Service
Create a new service that will appear in the sales form for Jyoti to select.
๐ผ Upload agency assets used in proposals
Branding & Footer
Upload your proposal footer image (999ร87px recommended). This appears at the bottom of every printed proposal.
Proposal Footer Image (999ร87px)
๐
Click to upload footer image
999ร87px ยท PNG or JPG ยท Shows on every proposal print
Agency Logo URL
API Configuration
Stored securely on this device only. Never transmitted anywhere except api.anthropic.com.
๐ All proposals created on this device
Proposal Directory
View, re-open, edit, or delete any proposal created on this device.
๐ Login passwords
Credentials
Leave blank to keep existing password.
๐ก Fill as much as you know. The more discovery notes you add, the smarter the proposal Claude will write.
Client Information
Select Industry *
RERA & Project Details
Projects (Add all)
+ Add Another Project
Select Proposal Template *
Choose the type of proposal that best matches what the client needs.
Select Services *
You can pick individual services too โ e.g. just a landing page or just a 1-day shoot. No minimum.
Contract Duration
For recurring services. Longer durations get automatic discounts.
30 DaysStandard
45 DaysStandard
60 DaysStandard
90 Days5% Off
6 Months10% Off
1 Year15% Off
Advertising Budget (Ad Spend)
Suggested Monthly Ad Budget (Goes directly to Google/Meta โ separate from agency fee)
Investment Preview
Select services to see pricing.
๐ง Most important step. Claude reads EVERYTHING you write here. Hindi or English both work. Tell it what the client said, what their problems are, who their competitor is, what their GMB looks like, anything you noticed.
Discovery Notes โ What Jyoti Heard on the Call *
Specific Problems / Challenges Mentioned
Budget & Timeline Signals
Key Competitors (if mentioned)
Proposal Reference
Proposal Summary
Selected Services
โ Claude will write: Project objective with strategic goals, proposed solution, key strategies table, target audience analysis, platform-wise campaign plan, content deliverables, week-by-week timeline, advertising table with budgets & estimated leads, pricing table, why choose us, and full terms โ tailored 100% to your notes.
๐จ Print: When proposal opens, Chrome โ Print โ A4 โ Margins: None โ โ Background graphics. Works best in Chrome/Edge.