Write a signable proposal with your AI, from call notes to a PDF the client can sign
Ready nowDrafts a client-ready proposal in one of three patterns (7-section lean contract by default), with the North Star section first, line-item pricing with the down payment before the total, per-client jurisdiction, a parallel signature block, MD-only iteration until sign-off, PDF dual-save, and a hook that blocks any other client's name.
Kit
No separate kit. The playbook is self-contained.
You need
| Account | Why | Free or paid | Plan |
|---|---|---|---|
| Claude Code (Anthropic Claude Pro or Max) | The AI operator every system runs through. Skills, hooks, memory, MCP servers and the Brain plugin all load inside Claude Code. | Paid | Claude Pro (20 USD/mo) works for light use; Max (100 USD or 200 USD/mo) for daily multi-hour sessions. Anthropic terms require each user to hold their own subscription; never share a login. |
| Playwright + headless Chrome (and Safari for the final check) | Renders pages to PNG for visual QA, drives the dashboard verification protocol, captures library stills, renders HTML titles and animations offline. | Free | Free. Google Chrome installed for headless screenshots; Playwright installs its own Chromium and WebKit. |
| E-signature (DocuSign or equivalent) | The client signs the static proposal PDF. The tool overlays its own signature and date fields, which is why the PDF carries no form fields of its own. | Free tier available | A free personal plan covers a few envelopes a month; Personal or Standard for more than that. Any e-signature service with the same overlay model works. |
What you bring
- Your call notes
- A client jurisdiction and signing entity, for proposals
- Your pricing model
- One pain hook per system you propose
The steps
- Intake and the pre-draft confirmation gate
- Draft in markdown only, in the fixed section order
- Run the four grep gates and the structural reviewer
- Iterate in markdown, in chat, until sign-off
- Render once, save twice, look once
- Send for signature
Goes further if you have already built Build the digital product creator (JSON to magazine-quality PDF workbooks and guides). You can build this without it.
Goes further if you have already built Install hooks and gates so your rules enforce themselves. You can build this without it.
Get the full playbook
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