Editing proposals with AI

How to give the AI instructions to improve, rewrite, or adjust specific parts of your proposal.

Instead of editing proposals word-by-word, you can tell the AI what you want changed in plain English. It's faster and produces more natural-sounding results.

How to use AI editing

  1. 1Open a proposal.
  2. 2Click "Edit with AI".
  3. 3Type your instruction in the text box.
  4. 4Click "Apply" — the AI rewrites the proposal according to your instruction.
  5. 5Review the result. If you don't like it, click "Undo" and try a different instruction.

Example instructions that work well

  • "Make the payment terms 40% upfront and 60% on completion"
  • "Add a 2-year warranty on labor"
  • "Make the scope of work section more detailed"
  • "Remove the section about permits"
  • "Make the tone more formal"
  • "Shorten the proposal — remove anything redundant"
  • "Add a note that price is valid for 30 days"
  • "Change the start date to May 15th"

Tip: Be specific. "Make it better" is vague. "Add a bullet point listing all the materials included" gives the AI something to act on.

What AI editing can't do

AI editing rewrites text — it can't change your price numbers, company profile info, or add photos. Use the manual editor or dedicated sections for those.

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