Digital Agency Tools Docs

Draft a proposal with AI

Paste your notes, an email thread or a brief, and AI writes a first draft of the introduction, scope, timeline and pricing for you to edit.

The proposal builder with the AI draft card, a Source material box and a Draft with AI button
The AI draft card sits between Details and Content in the builder.

How to

  1. Open the proposal from Projects → Proposals.
  2. In the AI draft card, paste your notes into Source material.
  3. Click Draft with AI. The button reads Drafting… while it works.
  4. When you see Draft applied — review and save, read every section and correct it.
  5. Click Save proposal. The draft is not kept until you do.

What it fills in

The draft goes straight into the builder's fields, so you edit it the same way as anything you typed yourself.

  • Introduction: a short opening.
  • Scope: one line per item. Lines starting - are out of scope.
  • Timeline: milestones with a day number.
  • Pricing: line items with a description and unit price.

Discount, tax, terms and Valid until are left as they are.

Filled by AI

Introduction   yes
Scope          yes
Timeline       yes (replaces)
Pricing        yes (replaces)
Discount, tax  no
Terms          no

It replaces what is there

A draft overwrites the introduction and scope, and clears the existing timeline and pricing rows before adding its own. Run it on an empty proposal, or be ready to put your own lines back.

AI guesses prices from what you paste. Always check every line item and total before you send. If you have not saved yet, you can reload the page to throw the draft away.

Getting a better draft

The more specific the source, the better the draft. Include the client's goals, the deliverables you discussed, any deadline and any budget they mentioned.

If you ran a discovery first, you can create the proposal from it. The brief's summary and deliverables are copied in for you, then you can still use Draft with AI on top.

No AI draft card?

If AI is not set up for your workspace, the builder shows Configure an AI provider to enable AI drafting instead of the card. Every other part of the builder still works. See When AI buttons are switched off.

Related

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