Web Proposal Agent

Automate business proposal creation with AI-powered content generation and structured document assembly. Transform client requirements into professional proposals with customized pricing, timelines, and deliverables.

Features

Automated Content Analysis: Website scraping and business context extraction
Template-based Generation: DOCX template system with placeholder mapping
Structured Data Extraction: JSON-formatted requirements, pricing, and timelines
Multi-format Output: Generated proposals delivered via secure S3 links
Real-time Processing: Live streaming of proposal creation progress

Architecture Overview

The proposal generation process combines content analysis, AI generation, and document assembly:

Client Data → Website Analysis → Proposal Generation → Template Assembly → Document Delivery

Processing Pipeline

Template Initialization: Load base DOCX template with placeholders
Content Extraction: Scrape and analyze client website for business context
Proposal Generation: AI-powered creation of proposal sections
Data Structuring: Extract requirements, timelines, and pricing as JSON
Document Assembly: Map structured data to template placeholders
Delivery: Upload final document to S3 and provide download link

Implementation

Proposal Generation Workflow

def generate_business_proposal(client_data, website_url):
    # 1. Initialize components
    template = load_docx_template("proposal_template.docx")
    llm = initialize_llm(model="gpt-4")
    
    # 2. Extract website context
    scraped_content = scrape_url_content(website_url)
    business_summary = llm_generate_summary(scraped_content)
    
    # 3. Initialize session context
    memory = initialize_memory_history(client_data)
    
    # 4. Generate proposal content
    proposal_sections = generate_proposal_data(
        client_info=client_data,
        business_context=business_summary,
        llm=llm
    )
    
    # 5. Extract structured data
    structured_data = generate_requirements_json(
        proposal_content=proposal_sections,
        llm=llm
    )
    
    # 6. Assemble final document
    final_document = map_json_to_template(
        template=template,
        structured_data=structured_data,
        proposal_content=proposal_sections
    )
    
    # 7. Upload and deliver
    s3_url = upload_to_s3(final_document)
    
    return {
        'status': 'completed',
        'document_url': s3_url,
        'proposal_data': structured_data
    }

Template Processing

def map_json_to_template(template, structured_data, proposal_content):
    # Replace placeholders with extracted data
    replacements = {
        '{{CLIENT_NAME}}': structured_data['client']['name'],
        '{{PROJECT_SCOPE}}': structured_data['project']['scope'],
        '{{TIMELINE}}': structured_data['timeline']['duration'],
        '{{TOTAL_COST}}': structured_data['pricing']['total'],
        '{{INTRODUCTION}}': proposal_content['introduction'],
        '{{OBJECTIVES}}': proposal_content['objectives'],
        '{{APPROACH}}': proposal_content['technical_approach'],
        '{{DELIVERABLES}}': proposal_content['deliverables']
    }
    
    return apply_template_replacements(template, replacements)

API Reference

Proposal Generation Endpoint

POST /api/generate-proposal

Request Body

{
  "clientName": "Acme Corporation",
  "projectName": "E-commerce Platform Redesign",
  "projectDescription": "Complete redesign of existing e-commerce platform with modern UI/UX",
  "websiteUrl": "https://acmecorp.com",
  "contactInfo": {
    "submittedBy": "John Smith",
    "designation": "Sales Manager",
    "companyName": "Digital Solutions Inc",
    "email": "john.smith@digitalsolutions.com",
    "phone": "+1-555-0123",
    "location": "New York, NY"
  },
  "projectDetails": {
    "discussionDate": "2024-01-15",
    "submissionDate": "2024-01-20",
    "urgency": "standard"
  }
}

Response Format

{
  "proposalId": "prop_12345",
  "status": "completed",
  "document": {
    "downloadUrl": "https://s3.amazonaws.com/proposals/prop_12345.docx",
    "fileName": "Acme_Corporation_Proposal.docx",
    "fileSize": "245KB"
  },
  "proposalData": {
    "client": {
      "name": "Acme Corporation",
      "industry": "E-commerce",
      "businessFocus": "Online retail and distribution"
    },
    "project": {
      "scope": "Platform redesign with mobile optimization",
      "complexity": "medium",
      "estimatedHours": 320
    },
    "timeline": {
      "duration": "12-16 weeks",
      "phases": [
        "Discovery & Planning (2 weeks)",
        "Design & Prototyping (4 weeks)",
        "Development (8 weeks)",
        "Testing & Launch (2 weeks)"
      ]
    },
    "pricing": {
      "basePrice": 48000,
      "additionalServices": 8000,
      "total": 56000,
      "currency": "USD"
    }
  },
  "metadata": {
    "processingTime": "45s",
    "tokenUsage": 3200,
    "generatedSections": 6
  }
}

Streaming Progress Endpoint

GET /api/generate-proposal/{proposalId}/stream

Returns Server-Sent Events for real-time progress:

data: {"type": "progress", "step": "website_analysis", "completion": 20}
data: {"type": "content", "section": "introduction", "content": "..."}
data: {"type": "progress", "step": "document_assembly", "completion": 80}
data: {"type": "complete", "downloadUrl": "https://s3..."}

Core Components

Component	Purpose
Template Engine	DOCX template loading and placeholder management
Web Scraper	Client website content extraction and analysis
LLM Pipeline	Proposal content generation and data structuring
Document Assembler	Template population and formatting
S3 Storage	Secure document upload and delivery
Progress Tracker	Real-time generation status updates

Configuration

Template Settings

{
  "template": {
    "basePath": "/templates/proposal_base.docx",
    "placeholders": {
      "client": ["{{CLIENT_NAME}}", "{{CLIENT_INDUSTRY}}"],
      "project": ["{{PROJECT_SCOPE}}", "{{TIMELINE}}"],
      "pricing": ["{{TOTAL_COST}}", "{{PAYMENT_TERMS}}"]
    },
    "sections": [
      "introduction",
      "objectives", 
      "technical_approach",
      "deliverables",
      "timeline",
      "pricing"
    ]
  }
}

Generation Parameters

{
  "generation": {
    "model": "gpt-4",
    "maxTokens": 4000,
    "temperature": 0.7,
    "sections": {
      "introduction": {"maxLength": 500, "tone": "professional"},
      "objectives": {"maxLength": 400, "format": "bullet_points"},
      "timeline": {"format": "phases", "includeBuffer": true}
    }
  }
}

Usage Examples

Basic Proposal Generation

curl -X POST /api/generate-proposal \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer your-api-key" \
  -d '{
    "clientName": "Tech Startup Inc",
    "projectName": "Mobile App Development",
    "projectDescription": "iOS and Android app for task management",
    "websiteUrl": "https://techstartup.com",
    "contactInfo": {
      "submittedBy": "Jane Doe",
      "email": "jane@agency.com"
    }
  }'

Custom Template Usage

curl -X POST /api/generate-proposal \
  -H "Content-Type: application/json" \
  -d '{
    "clientName": "Enterprise Corp",
    "projectName": "System Integration",
    "templateId": "enterprise_template",
    "customSections": ["security_assessment", "compliance_review"]
  }'

Python Implementation

import requests

response = requests.post('/api/generate-proposal', json={
    'clientName': 'Digital Marketing Co',
    'projectName': 'Website Redesign',
    'projectDescription': 'Complete brand refresh with new website',
    'websiteUrl': 'https://digitalmarketing.com',
    'contactInfo': {
        'submittedBy': 'Alex Johnson',
        'designation': 'Account Manager',
        'email': 'alex@agency.com'
    }
})

proposal = response.json()
print(f"Proposal ID: {proposal['proposalId']}")
print(f"Download URL: {proposal['document']['downloadUrl']}")
print(f"Estimated Cost: ${proposal['proposalData']['pricing']['total']}")

Performance & Limits

Processing Metrics

Average Generation Time: 30-60 seconds per proposal
Document Size: Typically 3-8 pages (200-500KB)
Concurrent Processing: Up to 5 proposals simultaneously

Rate Limits

API Requests: 50 proposals per hour per API key
Template Usage: 100 template processes per day
S3 Storage: 1GB total storage per account

File Constraints

Template Size: Maximum 5MB DOCX files
Generated Documents: Typically 200KB-2MB output
Retention Period: S3 links active for 30 days

Error Handling

Common Error Responses

Status Code	Error Type	Description	Solution
`400`	`INVALID_WEBSITE_URL`	Website URL is inaccessible	Verify URL is public and correctly formatted
`422`	`TEMPLATE_PROCESSING_ERROR`	Template placeholder mapping failed	Check template format and placeholder syntax
`429`	`RATE_LIMIT_EXCEEDED`	Too many concurrent requests	Implement request throttling
`500`	`GENERATION_FAILED`	LLM content generation error	Retry with simplified project description

Error Response Format

{
  "error": {
    "code": "TEMPLATE_PROCESSING_ERROR",
    "message": "Failed to populate template placeholders",
    "details": {
      "templateId": "proposal_base.docx",
      "missingPlaceholders": ["{{TIMELINE}}", "{{DELIVERABLES}}"],
      "suggestion": "Ensure all required fields are provided in the request"
    }
  }
}

Integration Guide

Authentication

All requests require Bearer token authentication:

curl -H "Authorization: Bearer your-api-key"

Webhook Configuration

Configure webhooks for proposal completion:

{
  "webhookUrl": "https://your-app.com/proposal-complete",
  "events": ["proposal.completed", "proposal.failed", "document.uploaded"]
}

Template Customization

Upload custom DOCX templates:

curl -X POST /api/templates \
  -F "template=@custom_proposal.docx" \
  -F "templateId=custom_enterprise" \
  -H "Authorization: Bearer your-api-key"

Document Management

Generated proposals include:

Header Section: Client name, project title, submission date
Executive Summary: AI-generated project overview
Technical Approach: Methodology and implementation plan
Timeline & Milestones: Phase-based project schedule
Pricing Structure: Detailed cost breakdown
Terms & Conditions: Standard service agreements

Overview

Setup

Your Account

Features

Pro Agents

Policies

Web Proposal Agent

Features

Architecture Overview

Processing Pipeline

Implementation

Proposal Generation Workflow

Template Processing

API Reference

Proposal Generation Endpoint

Streaming Progress Endpoint

Core Components

Configuration

Template Settings

Generation Parameters

Usage Examples

Basic Proposal Generation

Custom Template Usage

Python Implementation

Performance & Limits

Processing Metrics

Rate Limits

File Constraints

Error Handling

Common Error Responses

Error Response Format

Integration Guide

Authentication

Webhook Configuration

Template Customization

Document Management

Overview

Setup

Your Account

Features

Pro Agents

Policies

​Features

​Architecture Overview

​Processing Pipeline

​Implementation

​Proposal Generation Workflow

​Template Processing

​API Reference

​Proposal Generation Endpoint

​Streaming Progress Endpoint

​Core Components

​Configuration

​Template Settings

​Generation Parameters

​Usage Examples

​Basic Proposal Generation

​Custom Template Usage

​Python Implementation

​Performance & Limits

​Processing Metrics

​Rate Limits

​File Constraints

​Error Handling

​Common Error Responses

​Error Response Format

​Integration Guide

​Authentication

​Webhook Configuration

​Template Customization

​Document Management

Features

Architecture Overview

Processing Pipeline

Implementation

Proposal Generation Workflow

Template Processing

API Reference

Proposal Generation Endpoint

Streaming Progress Endpoint

Core Components

Configuration

Template Settings

Generation Parameters

Usage Examples

Basic Proposal Generation

Custom Template Usage

Python Implementation

Performance & Limits

Processing Metrics

Rate Limits

File Constraints

Error Handling

Common Error Responses

Error Response Format

Integration Guide

Authentication

Webhook Configuration

Template Customization

Document Management