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.”
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.