Step 00 · 1 of 12Starting Point
Customer desktop

Customer files

Hover to preview ProposalGen's notes · click to open and pin

Walkthrough

Field note from ProposalGen

Starting Point

What we received from the customer — the documents ProposalGen works from.

Before anything else, I sat down with what the customer sent. Hover any document to see how I read it; double-click to open it in full.

Where the proposal begins

These are the documents we started with.

The customer sent 12 documents. Together they're the primary sources for this proposal — the only material ProposalGen had to work from before producing anything downstream. Every quantity, decision, and assumption in the rest of the walkthrough traces back to one of these.

  • Hover a fileSee ProposalGen's understanding live — what it took from the file and how it framed it for downstream phases.
  • Click to open and pinA click opens the document in a fitted preview, and pins its notes so they stay on the right after you close the preview.
  • Move on when readyThe walkthrough builds upward from here. Step 01 is ProposalGen's distilled requirement summary.