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---
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name: agentic-proposal-skill
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description: >-
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Create CompleteTech LLC agentic development proposals, statements of work, discovery recaps, pilot recommendations, evaluation plans, risk/control plans, implementation roadmaps, acceptance criteria, change orders, retainer proposals, and procurement-ready scope summaries. Use when Codex needs to bridge outreach emails and signed contracts/invoices by drafting buyer-facing proposal or SOW-style documents for bounded agentic workflow services.
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version: 1.0.0
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metadata:
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openclaw:
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skillKey: agentic-proposal-skill
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homepage: https://github.com/CompleteTech-LLC/agentic-proposal-skill
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requires:
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bins:
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- python3
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---
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# Agentic Proposal Skill
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## Purpose
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Create proposal and SOW-style sales documents for CompleteTech LLC agentic development engagements, from discovery recap through buyer approval.
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## System Boundary
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This skill owns buyer-facing commercial scope before signature: proposals, SOW attachments, approval summaries, change-order proposals, and pilot recommendations. Use `agentic-discovery-skill` for upstream fact collection, `agentic-contract-skill` for agreement PDFs and legal-template artifacts, `agentic-invoice-skill` for payment requests, `agentic-delivery-skill` after approval, and `agentic-email-skill` only for the covering message that sends or follows up on the proposal.
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## Core Workflow
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1. Identify the commercial stage: post-discovery recap, pilot proposal, full proposal, SOW, procurement summary, change order, expansion, retainer, or evaluation/risk plan.
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2. Gather only verified facts: client, workflow, pain, systems, timeline, budget model, stakeholders, decision criteria, constraints, approval rules, and desired next step.
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3. Use `references/use-case-decision-table.md` to choose the right proposal type.
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4. Use `references/proposal-positioning.md` for brand language, scope boundaries, proof rules, and guardrails.
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5. Use `references/proposal-catalog.md` for near-exhaustive templates.
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6. Draft in a practical, bounded, low-hype voice. Do not fabricate case studies, savings metrics, regulated-use assurances, legal claims, or client facts.
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## Proposal Selection Guide
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- Post-discovery summary: use `discovery-recap`.
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- Short buyer-friendly pilot pitch: use `one-page-pilot-proposal`.
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- Full services proposal: use `full-agentic-development-proposal`.
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- Contract-ready scope attachment: use `statement-of-work`.
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- Fixed-price first engagement: use `fixed-fee-pilot-proposal`.
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- Hourly or flexible scope: use `time-and-materials-proposal`.
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- Ongoing support/monitoring: use `monthly-retainer-proposal`.
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- Advice without build: use `advisory-only-proposal`.
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- Workflow assessment before implementation: use `workflow-assessment-proposal`.
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- Multi-phase delivery plan: use `implementation-roadmap`.
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- Testing and acceptance focus: use `evaluation-plan`.
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- Governance or safety concern: use `risk-control-plan`.
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- Approval architecture: use `human-in-the-loop-approval-model`.
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- Added scope after agreement: use `change-order-proposal`.
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- Second workflow after pilot: use `expansion-second-workflow-proposal`.
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- Procurement or internal approval: use `procurement-ready-scope-summary`.
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- Executive decision maker: use `executive-summary`.
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- Buyer needs clear done criteria: use `acceptance-criteria`.
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- Scope boundaries unclear: use `assumptions-and-exclusions`.
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- Closeout and operations planning: use `support-and-handoff-plan`.
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- After discovery when a recommendation is needed: use `post-discovery-recommended-pilot-memo`.
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- Technical audience: use `technical-architecture-proposal`.
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- Data/tool access concerns: use `data-and-tooling-readiness-proposal`.
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- Training and enablement: use `training-enablement-proposal`.
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- Proof of concept only: use `proof-of-concept-proposal`.
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- Production rollout after pilot: use `production-rollout-proposal`.
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When several templates fit, choose by buyer decision need first, then stage, then document length. If the buyer has not agreed on a workflow and success criteria, do not jump to a full SOW; use discovery recap, assessment, or pilot recommendation first.
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## Quality Rules
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- Frame agentic development as practical workflow implementation: discovery, tool routing, retrieval, approval gates, evaluation examples, logs, monitoring, documentation, support, and handoff.
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- Keep humans in the loop for external communications, production changes, purchases, data export, and material business decisions.
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- Include assumptions, exclusions, acceptance criteria, risks, and dependencies when the document is used for buying approval.
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- Make scope concrete enough to become a contract or invoice input.
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- Use `TBD` or ask for facts rather than inventing client details, legal terms, metrics, or proof.
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## Resource Guide
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- `references/proposal-positioning.md`: load for CompleteTech LLC offer framing, language, proof rules, and boundaries.
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- `references/use-case-decision-table.md`: load when deciding which document type to use.
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- `references/proposal-lifecycle.md`: load for end-to-end flow from discovery through contract/invoice handoff.
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- `references/proposal-catalog.md`: load for the near-exhaustive proposal/SOW template library.
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- `references/template-index.json`: machine-readable template metadata used by the renderer.
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- `scripts/render_proposal.py`: list proposal templates or render a draft with placeholders.
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## Renderer
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```bash
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python3 scripts/render_proposal.py --list
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python3 scripts/render_proposal.py --stage pilot --list
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python3 scripts/render_proposal.py --template one-page-pilot-proposal --var client_name=Acme --var workflow="support triage"
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```
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Rendered templates are drafts. Replace placeholders with verified facts and refine the narrative for the buyer.
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## Rendering to a Branded PDF
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Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill:
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```bash
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pip install -r requirements.txt
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python3 scripts/render_proposal.py --template one-page-pilot-proposal \
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--out artifact.pdf --png artifact.png \
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--title "Support Email Triage Agent — Pilot Proposal" --doc-type "PROPOSAL / STATEMENT OF WORK" \
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--subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "PROPOSAL NO.=PRO-2026-0188" --meta "DATE=2026-05-20" \
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--var client_name="Client Name" --var workflow="support triage"
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```
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- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page.
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- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`.
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- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example.
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---
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name: agentic-proposal-skill
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description: >-
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Create CompleteTech LLC agentic development proposals, statements of work, discovery recaps, pilot recommendations, evaluation plans, risk/control plans, implementation roadmaps, acceptance criteria, change orders, retainer proposals, and procurement-ready scope summaries. Use when Codex needs to bridge outreach emails and signed contracts/invoices by drafting buyer-facing proposal or SOW-style documents for bounded agentic workflow services.
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version: 1.0.0
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metadata:
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openclaw:
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skillKey: agentic-proposal-skill
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homepage: https://github.com/CompleteTech-LLC/agentic-proposal-skill
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requires:
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bins:
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- python3
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---
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# Agentic Proposal Skill
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## Purpose
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Create proposal and SOW-style sales documents for CompleteTech LLC agentic development engagements, from discovery recap through buyer approval.
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## System Boundary
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This skill owns buyer-facing commercial scope before signature: proposals, SOW attachments, approval summaries, change-order proposals, and pilot recommendations. Use `agentic-discovery-skill` for upstream fact collection, `agentic-contract-skill` for agreement PDFs and legal-template artifacts, `agentic-invoice-skill` for payment requests, `agentic-delivery-skill` after approval, and `agentic-email-skill` only for the covering message that sends or follows up on the proposal.
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## Core Workflow
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1. Identify the commercial stage: post-discovery recap, pilot proposal, full proposal, SOW, procurement summary, change order, expansion, retainer, or evaluation/risk plan.
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2. Gather only verified facts: client, workflow, pain, systems, timeline, budget model, stakeholders, decision criteria, constraints, approval rules, and desired next step.
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3. Use `references/use-case-decision-table.md` to choose the right proposal type.
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4. Use `references/proposal-positioning.md` for brand language, scope boundaries, proof rules, and guardrails.
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5. Use `references/proposal-catalog.md` for near-exhaustive templates.
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6. Draft in a practical, bounded, low-hype voice. Do not fabricate case studies, savings metrics, regulated-use assurances, legal claims, or client facts.
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## Proposal Selection Guide
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- Post-discovery summary: use `discovery-recap`.
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- Short buyer-friendly pilot pitch: use `one-page-pilot-proposal`.
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- Full services proposal: use `full-agentic-development-proposal`.
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- Contract-ready scope attachment: use `statement-of-work`.
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- Fixed-price first engagement: use `fixed-fee-pilot-proposal`.
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- Hourly or flexible scope: use `time-and-materials-proposal`.
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- Ongoing support/monitoring: use `monthly-retainer-proposal`.
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- Advice without build: use `advisory-only-proposal`.
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- Workflow assessment before implementation: use `workflow-assessment-proposal`.
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- Multi-phase delivery plan: use `implementation-roadmap`.
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- Testing and acceptance focus: use `evaluation-plan`.
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- Governance or safety concern: use `risk-control-plan`.
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- Approval architecture: use `human-in-the-loop-approval-model`.
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- Added scope after agreement: use `change-order-proposal`.
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- Second workflow after pilot: use `expansion-second-workflow-proposal`.
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- Procurement or internal approval: use `procurement-ready-scope-summary`.
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- Executive decision maker: use `executive-summary`.
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- Buyer needs clear done criteria: use `acceptance-criteria`.
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- Scope boundaries unclear: use `assumptions-and-exclusions`.
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- Closeout and operations planning: use `support-and-handoff-plan`.
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- After discovery when a recommendation is needed: use `post-discovery-recommended-pilot-memo`.
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- Technical audience: use `technical-architecture-proposal`.
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- Data/tool access concerns: use `data-and-tooling-readiness-proposal`.
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- Training and enablement: use `training-enablement-proposal`.
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- Proof of concept only: use `proof-of-concept-proposal`.
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- Production rollout after pilot: use `production-rollout-proposal`.
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When several templates fit, choose by buyer decision need first, then stage, then document length. If the buyer has not agreed on a workflow and success criteria, do not jump to a full SOW; use discovery recap, assessment, or pilot recommendation first.
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## Quality Rules
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- Frame agentic development as practical workflow implementation: discovery, tool routing, retrieval, approval gates, evaluation examples, logs, monitoring, documentation, support, and handoff.
68+
- Keep humans in the loop for external communications, production changes, purchases, data export, and material business decisions.
69+
- Include assumptions, exclusions, acceptance criteria, risks, and dependencies when the document is used for buying approval.
70+
- Make scope concrete enough to become a contract or invoice input.
71+
- Use `TBD` or ask for facts rather than inventing client details, legal terms, metrics, or proof.
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## Resource Guide
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- `references/proposal-positioning.md`: load for CompleteTech LLC offer framing, language, proof rules, and boundaries.
76+
- `references/use-case-decision-table.md`: load when deciding which document type to use.
77+
- `references/proposal-lifecycle.md`: load for end-to-end flow from discovery through contract/invoice handoff.
78+
- `references/proposal-catalog.md`: load for the near-exhaustive proposal/SOW template library.
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- `references/template-index.json`: machine-readable template metadata used by the renderer.
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- `scripts/render_proposal.py`: list proposal templates or render a draft with placeholders.
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## Renderer
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```bash
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python3 scripts/render_proposal.py --list
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python3 scripts/render_proposal.py --stage pilot --list
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python3 scripts/render_proposal.py --template one-page-pilot-proposal --var client_name=Acme --var workflow="support triage"
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```
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Rendered templates are drafts. Replace placeholders with verified facts and refine the narrative for the buyer.
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## Rendering to a Branded PDF
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Artifacts from this skill are delivered as branded CompleteTech LLC **PDF** documents, not raw Markdown. The renderer emits the PDF (and prints the Markdown) in **one command**, using the same reportlab branding engine as the contract skill:
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```bash
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pip install -r requirements.txt
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python3 scripts/render_proposal.py --template one-page-pilot-proposal \
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--out artifact.pdf --png artifact.png \
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--title "Support Email Triage Agent — Pilot Proposal" --doc-type "PROPOSAL / STATEMENT OF WORK" \
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--subtitle "Prepared for <b>Northwind Trading Co.</b>" --meta "PROPOSAL NO.=PRO-2026-0188" --meta "DATE=2026-05-20" \
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--var client_name="Client Name" --var workflow="support triage"
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```
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- `--no-pdf` emits Markdown only (the original behavior); `--no-cover` drops the cover page.
106+
- Already drafted the Markdown yourself? Render it directly: `python3 scripts/render_pdf.py --markdown artifact.md --out artifact.pdf --logo assets/logo.png --title "..."`.
107+
- The PDF supports a Markdown subset: `#`/`##`/`###` headings, paragraphs, `-` bullets, tables, `>` callouts, `**bold**`, and `[PAGE_BREAK]`. PDF requires `reportlab`; the optional `--png` preview requires `pypdfium2` and `pillow`. See `assets/examples/` for a rendered example.

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