Build an editable proposal from your customer brief, then check every page before sending.
1. Start the proposal
Open Proposals and choose Create with AI. Select the existing customer and the document type.
2. Describe the work
Enter the real services, deliverables, timing, and agreed prices. Choose a design and review brand colors, fonts, and tone.
3. Review and create
Review the brief and pricing. Choose Create Proposal to build an unsent draft. Wait for the ready message.
4. Check the finished pages
Open the draft. Check customer details, scope, dates, every price and total, terms, and signature fields. Replace example content or prices before sharing.
5. Send separately
Save and preview the corrected draft. Use the proposal’s Send action only when you are ready for the customer to receive it.