Use cases · The proposal

The brief in.
The signature out.

A proposal is three documents pretending to be one: the pricing that has to be right, the narrative that has to be persuasive, and the PDF that has to be signable. Keeping them agreeing with each other is most of the work.

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What you start with

  • A brief, in whatever form the client sent it — email, PDF, a call you wrote up
  • Your rate card, in a spreadsheet
  • The last proposal that worked, which you will be adapting
  • A deadline that was yesterday

What you say

Draft a proposal from this brief using our rate card, price it at the standard margin, and give me the document, the deck and a PDF to sign.

One message. LumenAgent plans the run, asks before anything leaves your machine, and shows each step as it happens.

What it does

  1. 1
    It reads the brief

    Whatever format it arrived in. Scope, constraints, dates and anything that reads like a requirement come out as a list you can correct before it builds on them.

  2. 2
    It prices the work

    Against your rate card, in a real spreadsheet. Change a rate and the total moves — because it is a model, not a number it typed into a paragraph.

  3. 3
    It writes the proposal

    Using the structure of the one that worked, with this brief’s specifics. The prices in the prose come from the sheet.

  4. 4
    It builds the deck

    For the version of this meeting where nobody reads the document.

  5. 5
    It prepares the signable PDF

    Fields where signatures and dates go, ready to send.

  6. 6
    You check the one number that matters

    And if it is wrong, you fix it in the sheet and the document follows.

What you are left holding

Real files, in the formats other people expect. Open any of them and keep working — nothing here is a screenshot of an answer.

The whole run is one undo. If it took a wrong turn, one click puts every file back the way it was. Nothing is committed anywhere until you say so.

Then stop doing it by hand

If you write proposals to a pattern, the pattern is worth saving. Turn the run into a LumenFlow, and the next brief starts at the draft instead of the blank page. You will still write the part that persuades — that was never the part costing you the afternoon.

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Questions

Can it really fill and sign a PDF?

LumenPDF fills form fields, signs, and redacts — redaction removes the data rather than drawing a black box over it. The output is a flat PDF anyone can open.

Will the pricing in the document match the sheet?

That is the reason the sheet exists. The document reads off the model, so changing a rate changes both rather than leaving you to find the three places a number was typed.

Does the client need LumenQube to read it?

No. Export as PDF, or share a browser link — the recipient opens it in their browser with no install.

Is my client’s brief used to train anything?

No. No ads, no model training on your content. Ordinary editing runs on your machine; when you ask for AI you can see exactly what crosses.

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