Proposal Deck Generation
Turn a PSQuote into a client-ready proposal deck in Slack or Claude Design, without rebuilding slides by hand.
Overview
A proposal deck is the quote restated for the client: roles, phases, schedule, and price. Rebuilding it by hand is slow and invites mistakes.
Generate the deck straight from the PSQuote record. Ask Slackbot for it in Slack, or build it in Claude Design when you want more control over layout. Either way, the numbers come from the quote, not a copy-paste.
Two ways to run it:
Slackbot: quote to deck in Slack in about 30 seconds.
Claude Design: proposal and SOW review slides from live PSQuote data.
Key capabilities
- Proposal deck generated from the PSQuote record
- Roles, phases, schedule, and pricing pulled from the quote
- Run it in Slack or Claude Design
- Edit the deck after it is generated
Related plugins
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Executive Summary for Quote
Turn a finished quote into a one-page executive summary, with margin, contingency, and phasing risks flagged before it goes to review. Review & Insights -
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Note to Quote
Paste meeting or discovery notes and get a structured Salesforce quote back — built from live org data, not a blank template. Scoping & Quoting
See Proposal Deck Generation on your own data.
A personalized tour, not a sales pitch.