Practical guide
Write a proposal with AI
Use AI to prepare a proposal without allowing it to invent scope, prices or commitments.
Prepare the source facts first
Collect the customer, requested outcome, deliverables, exclusions, price basis, schedule and open questions in one input sheet. If a required fact is missing, the workflow should flag it rather than filling the gap.
- Customer and project goal
- Deliverables and explicit exclusions
- Price and tax basis
- Dates and dependencies
- Open decisions
Use a fixed seven-step flow
A robust proposal flow extracts facts, separates confirmed information from assumptions, lists missing details, builds a clear structure, drafts the text, checks every commitment and then waits for personal approval.
- Extract facts
- Mark gaps
- Structure the offer
- Draft
- Check scope and numbers
- Check language
- Approve personally
The useful output is a reviewable draft
The value is not an automatically sent proposal. It is a draft that makes the scope easier to inspect and keeps open questions visible. The person responsible for the offer still confirms every number, deadline and promise.