---
title: "Turn sales call notes into personalized proposals | Naimi"
description: "Use a sales call transcript, your notes and approved pricing to create a personalized proposal in Naimi. Review the draft, then share a link, PDF or PPTX."
url: https://naimi.ai/use-cases/call-to-proposal
---

# Turn the conversation into the proposal.

The call is over. Bring the transcript and your notes into Naimi, and create a proposal around the goals, scope and terms you discussed.

## Bring the conversation into Naimi

Paste your notes or a transcript from your meeting recorder. Add your proposal design and approved pricing.

> “Turn this call into a proposal. Use the terms we agreed and ask me about anything missing.”

Example: a website project for Northwind

| What the client said | What Naimi puts in the draft |
| --- | --- |
| Priority: “We need the new site before the conference.” | **The client’s goal:** A website launch planned around the conference. |
| Scope: “Keep our brand. Focus on the website.” | **The work included:** Website design and build, using the existing brand. |
| Terms: “Let’s use the $18,000 package, paid 40/60.” | **The agreed price:** $18,000 total · 40% upfront · 60% on completion. |

## Fill the gap before you send

Naimi asks for missing details. You confirm the deadline, scope and price before sharing the proposal.

> “What is the conference date?”

Send a proposal that reflects the conversation — by web link, PDF or PowerPoint.

You provide the transcript. Automatic imports from your recorder or CRM need a separate integration.