Create commercial proposals with Claude using your company rules

Preparing a commercial proposal often starts with the same sources: a client enquiry, meeting notes, your service descriptions, pricing rules and examples of previous proposals.

Instead of starting every proposal from a blank document, you can teach Claude to follow the structure, tone and rules your company already uses.

Claude Skills is especially useful for this. Provide a few strong proposal examples, your preferred structure and pricing principles once, then use the same setup to turn a new client enquiry into a first proposal draft in minutes.

Before you start, prepare:

You do not need to combine everything into one document. Claude can analyse several files and help turn them into one consistent set of rules.

Open a new conversation in Claude and upload your proposal examples and any other relevant materials.

Use this prompt:

Before preparing the final Skill, Claude may ask for additional examples or clarification about how your company works.

Once the Skill is created and enabled, a new proposal can often start with:

For example:

Claude can also perform a final quality check before the proposal goes to the client.

Instead of:

enquiry → search for old proposals → copy → format → review

you can move towards:

client enquiry → Claude clarification questions → proposal draft → review → human approval.

Claude should not decide pricing or commercial terms on its own unless you have explicitly provided the rules. A person should always review the final proposal before it is sent to the client.

This guide follows Anthropic’s own documentation. It carries the newest and fullest version of everything below:

• What are skills?
• Use skills in Claude