AI can help prepare a proposal from an approved brief and template. The final document needs a person to check the customer’s needs and the commitments made.
Give clear information
Use approved details about the customer’s problem, service, scope and tone. Ask the tool to identify missing information rather than inventing it.
Check the important details
Review prices, dates, deliverables, claims and terms against the agreed source. Do not enter confidential material into an unapproved tool.
Make it specific
Edit the draft for the customer and remove generic promises. A proposal should reflect what your business can actually deliver and who will approve it.
From brief to review
Gather an approved customer brief, a suitable template and the scope your team has agreed. Ask the tool to draft an outline and identify gaps, then compare it with the original material. Keep pricing and contractual terms under the control of the people authorised to approve them.
Test a straightforward proposal and one with an unusual requirement. Look for invented deliverables, missing assumptions and language that sounds confident but says little. Record the changes needed and whether drafting and review together saved time.
See how to give AI clearer instructions for an example brief.
