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proposal-generation

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Chinese

Proposal Generation

提案生成

When to Use

何时使用

  • Starting a new client engagement and need a contract or proposal fast
  • Client asks for a proposal with pricing and timeline
  • Partnership or vendor relationship requiring an MSA
  • Protecting IP or confidential information with an NDA
  • Need a Statement of Work with a deliverables matrix
  • EU/DACH project requiring GDPR-compliant data clauses
  • 启动新的客户合作项目，需要快速准备合同或提案
  • 客户要求提供包含定价和时间表的提案
  • 需要 MSA 的合作或供应商关系
  • 通过 NDA 保护知识产权或机密信息
  • 需要包含交付物矩阵的 SOW
  • 需要符合 GDPR 数据条款的 EU/DACH 项目

Context Required

所需上下文

From 
startup-context
or the user:
  • Document type — Contract, proposal, SOW, NDA (mutual/one-way), or MSA
  • Jurisdiction — US (Delaware), EU (GDPR), UK (post-Brexit), or DACH (German law)
  • Engagement type — Fixed-price, hourly, or retainer
  • Parties — Names, roles, business addresses
  • Scope summary — 1-3 sentences describing the engagement
  • Financial terms — Total value, hourly rate, or retainer amount
  • Timeline — Start date, end date or duration, milestone dates
  • Special requirements — IP assignment, white-label, subcontractors, exclusivity
来自 
startup-context
或用户：
  • 文档类型 — 合同、提案、SOW、NDA（双向/单向）或 MSA
  • 司法管辖区 — 美国（Delaware）、EU（GDPR）、英国（脱欧后）或 DACH（德国法）
  • 合作类型 — 固定价格、按小时计费或 retainer
  • 双方 — 名称、角色、办公地址
  • 范围概述 — 用 1-3 句话描述合作内容
  • 财务条款 — 总价值、小时费率或 retainer 金额
  • 时间表 — 开始日期、结束日期或持续时间、里程碑日期
  • 特殊要求 — IP 转让、白标、分包商、排他性

Workflow

工作流

  1. Gather requirements — Read startup-context if available. Collect all eight inputs listed above. Flag any missing item as REQUIRED.
  2. Select document type — Match the engagement to the right format: fixed-price contract, consulting retainer, SaaS partnership, NDA, SOW, or full proposal.
  3. Apply jurisdiction rules — Select clause variants based on governing law. US uses work-for-hire doctrine; EU requires explicit IP assignment deeds; DACH requires transfer of Nutzungsrechte since authors retain moral rights under BGB.
  4. Draft the document — Fill all sections using structured Markdown with bracketed placeholders for client-specific data. Include the key clauses table below.
  5. Add GDPR addendum if needed — For EU/DACH engagements handling personal data, attach a Data Processing Addendum per Art. 28 GDPR covering data categories, sub-processors, and cross-border transfer mechanisms.
  6. Review for common pitfalls — Check for missing IP assignment language, vague acceptance criteria, no change order process, jurisdiction mismatches, and missing liability caps.
  7. Provide conversion instructions — Include Pandoc commands for DOCX output with legal-style numbered sections.
  1. 收集需求 — 如果有可用的 startup-context，则读取该文件。收集上述全部八项输入。将任何缺失项标记为 REQUIRED。
  2. 选择文档类型 — 根据合作内容匹配合适的形式：固定价格合同、咨询 retainer 协议、SaaS 合作、NDA、SOW 或完整提案。
  3. 应用司法管辖区规则 — 根据管辖法律选择条款变体。美国采用 work-for-hire doctrine；EU 要求明确的 IP assignment deed；DACH 要求转让 Nutzungsrechte，因为作者依据 BGB 保留 moral rights。
  4. 起草文档 — 使用结构化 Markdown 填写所有章节，并以方括号占位符表示客户特定数据。包含下方的关键条款表。
  5. 如有需要，添加 GDPR addendum — 对于处理个人数据的 EU/DACH 合作，根据 GDPR 第 28 条附加 Data Processing Addendum，涵盖数据类别、sub-processors 和跨境传输机制。
  6. 审查常见问题 — 检查是否缺少 IP 转让条款、验收标准是否模糊、是否缺少变更单流程、司法管辖区是否不匹配，以及是否缺少责任上限。
  7. 提供转换说明 — 包含用于导出 DOCX 并生成法律风格编号章节的 Pandoc 命令。

Output Format

输出格式

Deliver a complete document in structured Markdown containing:
  1. Header block — Effective date, party names, addresses
  2. Services / scope — Detailed deliverables with acceptance criteria and dates
  3. Payment terms — Milestone-based, net-30, or retainer schedule with late payment interest
  4. Intellectual property — Ownership assignment, pre-existing IP licenses, portfolio rights
  5. Confidentiality — Duration (2-5 years standard, perpetual for trade secrets)
  6. Warranties — As-is disclaimer or limited fix warranty (30/90-day)
  7. Liability cap — 1x contract value standard, 3x for high-risk engagements
  8. Termination — For cause (14-day cure) and for convenience (30/60/90-day notice)
  9. Dispute resolution — Jurisdiction-appropriate arbitration (AAA/ICC/LCIA/DIS)
  10. Signature block — Both parties with date lines
交付一份采用结构化 Markdown 的完整文档，包含：
  1. 页眉信息块 — 生效日期、双方名称、地址
  2. 服务/范围 — 详细交付物、验收标准和日期
  3. 付款条款 — 基于里程碑、Net-30 或 retainer 的付款安排，并包含逾期付款利息
  4. 知识产权 — 所有权转让、既有 IP 许可、组合权利
  5. 保密性 — 期限（通常为 2-5 年，商业秘密永久有效）
  6. 保证 — 按现状提供免责声明或有限修复保证（30/90 天）
  7. 责任上限 — 通常为合同金额的 1 倍，高风险合作为 3 倍
  8. 终止 — for cause（14 天补救期）和 for convenience（30/60/90 天通知期）
  9. 争议解决 — 符合司法管辖区的仲裁（AAA/ICC/LCIA/DIS）
  10. 签署栏 — 双方签字及日期栏

Frameworks & Best Practices

框架与最佳实践

Key Clauses Reference

关键条款参考

ClauseOptions
Payment termsNet-30, milestone-based, monthly retainer
IP ownershipWork-for-hire (US), assignment (EU/UK), Nutzungsrechte transfer (DACH)
Liability cap1x contract value (standard), 3x (high-risk)
TerminationFor cause (14-day cure), convenience (30/60/90-day notice)
Confidentiality2-5 year term, perpetual for trade secrets
Dispute resolutionAAA (US), ICC (EU), LCIA (UK), DIS (DACH)
条款可选方案
付款条款Net-30、基于里程碑、每月 retainer
IP 所有权work-for-hire（US）、assignment（EU/UK）、Nutzungsrechte transfer（DACH）
责任上限合同金额的 1 倍（标准）、3 倍（高风险）
终止for cause（14 天补救期）、for convenience（30/60/90 天通知期）
保密性2-5 年期限，商业秘密永久有效
争议解决AAA（US）、ICC（EU）、LCIA（UK）、DIS（DACH）

Jurisdiction-Specific Rules

各司法管辖区规则

  • US (Delaware): Work-for-hire doctrine applies under Copyright Act 101. Arbitration via AAA Commercial Rules. Non-competes enforceable with reasonable scope/time.
  • EU (GDPR): Must include Data Processing Addendum for any personal data. IP assignment may require separate written deed. Arbitration via ICC.
  • UK (post-Brexit): Governed by English law. IP under Patents Act 1977 / CDPA 1988. UK GDPR applies. Arbitration via LCIA Rules.
  • DACH: BGB governs contracts. Written form required for certain clauses (para 126 BGB). Authors retain moral rights — must explicitly transfer Nutzungsrechte. Non-competes max 2 years with compensation required (para 74 HGB). Include Schriftformklausel.
  • 美国（Delaware）： 依据 Copyright Act 101，适用 work-for-hire doctrine。仲裁适用 AAA Commercial Rules。Non-compete 条款在范围和时间合理的情况下具有可执行性。
  • EU（GDPR）： 任何涉及个人数据的合作都必须包含 Data Processing Addendum。IP 转让可能需要单独的书面 deed。仲裁适用 ICC。
  • 英国（脱欧后）： 适用英国法。知识产权适用 Patents Act 1977/CDPA 1988。适用 UK GDPR。仲裁适用 LCIA Rules。
  • DACH： 合同适用 BGB。特定条款要求采用书面形式（BGB 第 126 段）。作者保留 moral rights，因此必须明确转让 Nutzungsrechte。Non-compete 条款最长为 2 年，并且必须提供补偿（HGB 第 74 段）。应包含 Schriftformklausel。

Pricing Presentation Strategy

定价展示策略

Present three tiers to anchor the prospect and make the middle option feel natural:
StarterRecommendedPremium
ScopeCore deliverablesCore + integrationsEverything + custom work
Best forTeams getting startedMost teamsEnterprise needs
Price$X$Y$Z
Always lead with value before cost. Show ROI math: "This investment of $X saves $Y, paying for itself in Z months."
呈现三个档位，为潜在客户建立价格锚点，并让中间选项显得自然合理：
入门版推荐版高级版
范围核心交付物核心内容 + 集成全部内容 + 定制工作
适用对象刚起步的团队大多数团队企业需求
价格$X$Y$Z
始终先展示价值，再说明成本。展示 ROI 计算：“这项 $X 的投入可节省 $Y，并在 Z 个月内收回成本。”

SOW-Specific Guidance

SOW 专项指南

A Statement of Work is operational, not persuasive. Key sections:
  • Deliverables table — Each deliverable gets a row: description, acceptance criteria, delivery date
  • RACI matrix — Roles and responsibilities for each workstream
  • Change management — How to handle scope changes and the approval process
  • Payment schedule — Tied to milestones, not just calendar dates
  • Assumptions — Conditions the timeline and price depend on
SOW 是执行性文件，而非说服性材料。主要章节包括：
  • 交付物表 — 每项交付物各占一行：说明、验收标准、交付日期
  • RACI 矩阵 — 各项工作流的角色和职责
  • 变更管理 — 如何处理范围变更及审批流程
  • 付款计划 — 与里程碑绑定，而不只是绑定日历日期
  • 假设条件 — 时间表和价格所依赖的条件

Common Pitfalls

常见问题

  1. Missing IP assignment language — "Work for hire" alone is insufficient in EU; DACH needs explicit Nutzungsrechte transfer
  2. Vague acceptance criteria — Always define what "accepted" means with written sign-off and rejection windows
  3. No change order process — Scope creep kills fixed-price projects; add a clause for out-of-scope work
  4. Jurisdiction mismatch — Choosing Delaware law for a German-only project creates enforcement problems
  5. Missing liability cap — Without a cap, one bug could mean unlimited damages
  6. Oral amendments — Always require written amendments signed by both parties
Disclaimer: Not a substitute for legal counsel. Use these as strong starting frameworks; review with an attorney for high-value or complex engagements.
  1. 缺少 IP 转让条款 — 在 EU，仅使用“Work for hire”并不充分；DACH 需要明确转让 Nutzungsrechte
  2. 验收标准模糊 — 始终通过书面签收和拒收窗口明确“验收”的含义
  3. 没有变更单流程 — 范围蔓延会拖垮固定价格项目；应增加范围外工作的条款
  4. 司法管辖区不匹配 — 为仅在德国开展的项目选择 Delaware 法律会造成执行问题
  5. 缺少责任上限 — 如果没有上限，一个缺陷就可能导致无限赔偿
  6. 口头修订 — 始终要求所有修订由双方签署书面文件
免责声明： 本内容不能替代法律顾问。请将这些内容作为完善的起始框架；对于高价值或复杂合作，应交由律师审查。

Related Skills

相关 Skills

  • sales-script
    — Use for the sales conversations that precede the proposal
  • cold-outreach
    — Use to generate the initial conversations that lead to proposal-stage deals
  • sales-script
    — 用于提案之前的销售沟通
  • cold-outreach
    — 用于生成促成提案阶段交易的初步沟通

Examples

示例

Prompt: "I need a fixed-price contract for a $45K web app project with a German client."
Good output snippet:
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提示： “我需要为与德国客户合作的 $45K Web 应用项目制定一份固定价格合同。”
良好输出片段：
undefined

SOFTWARE DEVELOPMENT AGREEMENT

SOFTWARE DEVELOPMENT AGREEMENT

Effective Date: [DATE] Client: [CLIENT LEGAL NAME], [ADDRESS] ("Client") Developer: [YOUR LEGAL NAME / COMPANY], [ADDRESS] ("Developer")
Governing Law: German law (BGB) Arbitration: DIS Rules, [CITY]
Effective Date: [DATE] Client: [CLIENT LEGAL NAME], [ADDRESS] ("Client") Developer: [YOUR LEGAL NAME / COMPANY], [ADDRESS] ("Developer")
Governing Law: German law (BGB) Arbitration: DIS Rules, [CITY]

2. PAYMENT

2. PAYMENT

Total Fee: EUR 45,000
MilestoneAmountDue
Contract signing50% (EUR 22,500)Upon execution
Beta delivery25% (EUR 11,250)[DATE]
Final acceptance25% (EUR 11,250)Within 5 days of acceptance
Total Fee: EUR 45,000
MilestoneAmountDue
Contract signing50% (EUR 22,500)Upon execution
Beta delivery25% (EUR 11,250)[DATE]
Final acceptance25% (EUR 11,250)Within 5 days of acceptance

3. INTELLECTUAL PROPERTY

3. INTELLECTUAL PROPERTY

Upon receipt of full payment, Developer assigns all Nutzungsrechte (usage rights) in the Work Product to Client. Developer retains moral rights per German copyright law (UrhG).
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Upon receipt of full payment, Developer assigns all Nutzungsrechte (usage rights) in the Work Product to Client. Developer retains moral rights per German copyright law (UrhG).
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