KBM Proposal Generator

Client Info

Company Name

Contact Name

Proposal Month

Executive Summary — edit after drafting, or leave blank to auto-generate on proposal creation

Current Situation

Current Equipment

Current Monthly Cost

B&W Volume

Color Volume

Service Coverage

Ownership

Proposed Plan

Proposed Equipment

Proposed Monthly Cost

B&W Volume Included

Color Volume Tiers (Proposed)

Tier 1 Pages

@ Rate ($/copy)

e.g. 500 pages @ $0.02

Tier 2 Pages

@ Rate ($/copy)

Tier 3 Pages

@ Rate ($/copy)

Current Color Volume

Service Coverage

Ownership

Monthly Savings

—

Annual Savings

—

Calculated automatically from costs above

Sales Rep

Rep Name

Rep Phone

Rep Email

Additional Details

Equipment Note

Extra Context for AI (not shown in doc)

Why KBM — Client-Specific Bullets

Client Pain Points / Notes for AI

Paste raw client notes above. Click Draft Bullets — review and edit before generating.

Bullet 1 — edit after drafting, or type manually

Bullet 2 — edit after drafting, or type manually

KBM Proposal Generator

Client Info

Current Situation

Proposed Plan

Sales Rep

Additional Details

Why KBM — Client-Specific Bullets

System Status

Activity Log

Recent Proposals

Google Forms Webhook