All services Jyoti can select when creating a proposal.
➕ Add a custom service or package to the catalog
Add Custom Service
🖼 Upload your proposal footer image (999×87px)
Branding & Footer
The footer image appears ONCE at the very bottom of every printed proposal. Do not worry about it repeating — it won't.
Proposal Footer Image — 999×87px
📎
Click to upload or replace footer image
999×87px · PNG or JPG · Shown at bottom of every proposal
Current footer: No image uploaded — default text footer will be used.
Agency Logo URL
🔑 API Configuration
Pre-configured. All team members who open the proposal link can generate proposals without entering a key.
📁 All proposals created on this device
Proposal Directory
View, share, change status, or delete proposals. WhatsApp and email sharing links auto-generate.
🔐 Login passwords (leave blank to keep existing)
Credentials
💡 Fill as much as possible. The more discovery notes you add in Step 3, the more brilliant Claude's proposal will be.
Client Information
Select Industry *
RERA & Project Details
Projects
+ Add Another Project
Select Proposal Template *
Select Services — Add to Cart
Click any service to add it to your proposal cart. You can select individual add-ons (e.g. just a landing page or just a 1-day shoot).
Contract Duration
Applies to recurring services. Longer commitments get automatic discounts.
MonthlyStandard
45 DaysStandard
60 DaysStandard
Quarterly5% Off
6 Months10% Off
Yearly15% Off
Advertising Budget — Platform-wise
Ad spend goes directly to platforms. Shown separately in proposal. Leave 0 if not applicable.
🧠 This is the most important step. Claude reads everything here to write a proposal that feels made for THIS specific client. Hindi or English — both work perfectly.
Discovery Notes — What Jyoti Observed *
Specific Problems / Challenges Mentioned by Client
Competitors (if mentioned by client)
Budget & Timeline
Proposal Reference
Proposal Summary
Selected Services
✅ Claude will generate: Specific project objectives, key strategies table with platforms and expected outcomes, target audience analysis, content deliverable plan, week-by-week activity plan, advertising table with estimated leads per platform, service deliverable deep-dives, expected results with real metrics, pricing table, and a conversion-focused CTA — all written around your discovery notes.
🖨 Print tip: Chrome → Print → A4 → Margins: None → ✓ Background graphics → Save as PDF
