Clanker CloudA reusable starting point
Turn a customer inquiry into a proposal you can shape.
Prepare an editable service proposal from a customer inquiry and your approved service information. This fictional Cedar Studio starter shows a clear scope, an itemized service total and the questions to resolve before agreement. Use the starting prompt in a Project, then refine the result for your own process.
Start with $20 in included credits. See usage and plans.
Build from the agreed service information
Add the inquiry and rate card to a Project. Ask for a proposal covering the requested deliverables, itemized prices, assumptions and next questions.
Two workshops at €250 each, a €350 delivery brief and a €150 handoff total €1,000 excluding tax. Keep any tax treatment and payment terms as questions unless approved information is supplied.
Make the next conversation easier
Read the saved proposal, adjust its tone and confirm the commercial details. Keep the start date open and show translation outside the approved scope.
You choose when to send the finished proposal. Preparing the draft does not book a job or change a customer record.
Make your proposal format reusable
Give a Proposal Agent your structure, service guidance and selected Tools. Use the current customer inquiry and approved rate card for each new task.
Reuse the method for the next proposal while keeping each engagement’s facts and finished files in its Project.
Sources: Create reusable Agents
Try it with a small example.
Sample files to try
Fictional inputs for this example. Download a file and add it to your Project to follow along.
- customer-inquiry.md
A fictional service request with an open start date.
- approved-services.csv
Approved unit prices in EUR, excluding tax.
Copy into a Workspace Session. Opening Workspace does not send it automatically.
An illustrative result.
Fictional sample, written to show the expected structure. Your result depends on your inputs and needs review.
# Cedar Studio — service proposal draft Discovery workshops: 2 × €250 = €500 Delivery brief: 1 × €350 = €350 Handoff meeting: 1 × €150 = €150 Proposed service total: €1,000 excluding tax. Scope: two discovery workshops, one delivery brief and one handoff meeting. Translation is outside the approved scope. To agree: start date, tax treatment and payment terms. Prepared for owner review. Authored fictional example; not an executed Agent result.
Before you use the result.
- The line items agree with the approved rate card.
- The start date and unprovided commercial terms remain open.
- The saved draft is ready for the owner to shape and approve.
Common questions.
Will the Agent choose my service prices?
Supply your approved service information and ask it to use those figures. Review the saved line items, assumptions and total before approving the proposal.
Does making the proposal send it to the customer?
No. This starter prepares a saved draft in Workspace. Sending or sharing it is a separate action you choose.
Sources: Client work in Workspace · Workspace trust center
Content reviewed against the Workspace Guide & FAQ. Features and access can depend on your account.