Ask AI Assistant for a focused proposal edit while keeping the rest of the document intact.

1. Save the proposal

Open the unsigned proposal and save any edits already in progress.

2. Request a specific edit

Open AI Assistant. Identify the proposal and section, paste the wording you want changed if useful, and state what must stay. For example: “Shorten the Scope introduction; keep all deliverables and prices.”

AI changes appear on an action card for review before confirmation.
AI changes appear on an action card for review before confirmation.

3. Review the proposed change

Read the before-and-after wording. Check that facts, scope, dates, and prices still match your agreement. Ask for a new proposal if someone edited the document meanwhile.

4. Confirm and verify

Choose Confirm when permitted. Reopen the proposal, check the changed section, and preview the surrounding pages before sending.