Clarylife Brand OS

Generate Proposal

Complete scope fields then generate

Generating proposal...

Proposal Ready

Founder review required before sending to client.

Client Name

Scope Confirmation Note

Complete these fields before generating. They are the most important inputs — without them the generator will invent scope, pricing, and timeline. Fill in what has been confirmed; leave blank what has not yet been agreed.

Services in scope * Services excluded from scope

Agreed price *

Timeline

Payment structure Source document type

Discovery Notes & Additional Context

Website links are fetched automatically including key subpages. The Brand OS knowledge base is always retrieved before writing.

Upload Transcript or Brief (optional — PDF or DOCX, max 2MB)

Click to attach a file

Upload a discovery call transcript, a client brief, or an RFP document. Text is extracted and fed directly into the proposal model alongside your context notes.

Use the chat to research the prospect first. Run Pre-Discovery Research, fetch their website, analyse any transcript. Copy the key findings into the fields above.

Complete the Scope Confirmation Note. Services in scope and agreed price are required. Without these, the generator cannot produce accurate pricing or terms.

Paste discovery notes and optionally attach a transcript or brief. Any website links are fetched automatically including Services and About pages.

Download the .docx. Check any price lines marked "To be confirmed" before PDF export. Founder reviews and signs off before the proposal goes to the client.

Generate Invoice

Auto-generate invoice for review

Generating invoice...

Invoice Ready

Open in Microsoft Word and convert to PDF before sending.

Download .docx

Document Type

Invoice Type

Invoice Number

4-digit serial + DDMMYYYY. Receipts: append -R.

Date of Issue

Client / Company Name

Client Email

Client Phone

Project / Service Title

Package / Plan

Delivery Timeline

Service Period

Last Renewed (renewal only)

Next Due Date (renewal only)

Payment Plan

Hosting & domain renewal is included only on the annual plan. Quarterly clients are invoiced separately for renewals.

Deliverables / Line Items

Each line = one row. Leave blank for hosting/domain pass-through invoices.

Payment Breakdown

Total Price (₦)

Deposit Due (₦)

Balance Due (₦) — calculated

Amount Due (₦)

Client is on a Webcare Plan or Retainership
Tick this to waive the service charge for this client.

Balance Invoice Breakdown

Original Total (₦)

Deposit Already Paid (₦)

Balance Due (₦) — calculated

Receipt Breakdown

Total Price (₦)

Amount Paid (₦)

Balance Remaining (₦) — calculated

Total Price Paid in Full (₦)

Payment Details (always applied)

Account Name: Clarylife Global Limited
Account Number: 1000271160
Bank: Optimus Bank

Select invoice type. Fields adjust automatically.

Enter client details, project title, line items, and pricing.

Click Generate. Download the branded .docx.

Convert to PDF in Microsoft Word only before sending.