Proposal Builder

Upload the client's RFP and the bidder's email. Get one data file that your InDesign template fills itself from.

1

Documents

None added

Drop the RFP, RFI answers and the bidder's email here

PDF, Word (.docx), email (.eml) or text. Several files are fine.

    Or paste text (for example a scanned RFP, or an email from Outlook)

    2

    Fees

    Not set

    You type the fee. Claude never touches the money. Milestone amounts, VAT, the grand total and the amount in words are calculated here.

    3

    Read with Claude

    Ready when documents are added

    Claude reads the documents, picks the stages, deliverables, assumptions and exclusions that apply using Zilla's standard wording, and drafts the scope overview and stage descriptions. Everything is editable in step 4. This uses your own Claude usage.

      4

      Review and edit

      Nothing to review yet

      After Claude has read the documents, the proposal content appears here for you to check.

      5

      Send to InDesign

      Download the data file, open your proposal template in InDesign, and run the Zilla Fill Proposal script. It asks for this file and fills the template.

      How the template finds its content

      Set these up once in the template. The script reports anything it could not fill.

      {{project.name}}Type this token anywhere in a text frame. It is replaced with the value and keeps the formatting around it. list:assumptionsScript Label on a text frame. Its paragraphs are replaced by the list, one paragraph per item. table:feesScript Label on a text frame that holds a table. Rows are added or removed to match. stage:schematicScript Label on any item on a stage's page. The page is deleted when the stage is not included.
      Show the data file 
      Nothing yet.
      Add documents, or load the example, to begin.