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The Proposal Builder drafts a consulting project proposal for a client. Open Proposal Builder in the side menu, describe the client’s business, and click Generate Proposal. The proposal opens in the document viewer, where you can edit it with AI, export it or generate a deck from it.
The Proposal Builder is included with the Professional plan. On other plans, including pay-as-you-go, the menu shows Proposal Builder [Upgrade] with a lock, and clicking it opens an upgrade window. See Strategy plans and pricing.
The This Feature Requires Professional Access window that opens when a plan without Proposal Builder clicks it

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Generate a proposal

1

Open the Proposal Builder

In the side menu, click Proposal Builder. You can also click the Proposal tile on Home.The page is titled Proposal Generation and has two steps: Context and Generate.
2

Describe the client

Under Project Context (Generate a project proposal for your client), fill in what you know about the client:
  • Project Name: for your own reference. If blank, StratEngine uses the company name.
  • Company Name: the client.
  • Business Summary, Industry, Market or Geography, Business Model, Target Customer and Key Products & Services.
You can load a saved company or autofill the fields from a document, the same way as when you generate a framework. Click Continue when you’re done.
3

Generate

Click Generate Proposal. There’s no depth choice for proposals. A progress overlay shows while the proposal is written, and then it opens in the document viewer.
To start a new proposal for a different client, click New Project at the top of the Proposal Generation page.

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Edit and share the proposal

The proposal opens in the same document viewer as a strategy brief, with the same toolbar:
  • Edit with AI to change it by chatting with the AI Editor.
  • Export to Docs to save it to your export destination.
  • View in Browser to print it or save it as a PDF.
  • Generate Deck to turn it into a presentation for the client.
See Strategy briefs and Edit with AI for how each works.

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Edit the proposal’s sections directly

While a proposal is open, the side menu shows Edit & Export Proposal under Proposal Builder. It opens the Edit Proposal page, where each section of the proposal is an editable field that saves automatically, as on framework results. After editing, click Generate Proposal Doc at the bottom of the page to rebuild the proposal document from your edited sections. It then opens in the document viewer.

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If the proposal fails

If generation fails, you stay on the Generate step and see Analysis failed. Please try again in a few minutes. If this persists, please contact support. Wait a few minutes and click Generate Proposal again. If it keeps happening, email help@stratengineai.com.