Once you've connected Better Proposals to your AI Assistant, you can go from a client call to a draft proposal without starting from scratch. Simply tell your AI Assistant what you discussed, and it'll create the proposal in your account using a prepared template. This means that you can spend your time on the parts that matter most, like making the proposal feel personal to your client.
Here's how the workflow looks:
Have your call or meeting with your client.
Ask your AI assistant to create the proposal using your specified template.
Open the proposal using the link your AI assistant gives you.
Add your personal touches and adjust the pricing if needed.
Send it to your client.
Step 1: Have your Call
Run your call or meeting as normal. During or straight after it, jot down the key details you'll need for the proposal:
The client's company name
The name and email address of the person who'll receive the proposal
Which of your services they're interested in, so you know which template to use
Anything that changes the price, like extra work, a discount or a different package
The currency you'll be quoting in
If your meeting app gives you a transcript or summary, you can use that instead
Step 2: Ask your AI Assistant to Create the Proposal
Open your AI Assistant and tell it about the call. You can type your notes, or paste in your transcript or summary. Then ask it to create the proposal and give you the link.
Your AI Assistant will find the right template and create a proposal for Acme Ltd using that template.
A few tips to get the best results:
Name your template. If you're not sure what it's called, ask your AI assistant, "What templates do I have in Better Proposals?" first.
Use your custom merge tags. If your template uses custom merge tags, like the client's project name, you can ask your AI Assistant to fill them in.
Step 3: Open the Proposal
Once the proposal is created, your AI assistant will give you a link that opens it straight in your Better Proposals account. Simply click the link and you'll land on the proposal, ready to review.
If your AI assistant also gives you a preview link, keep that one to yourself. It's for checking how the proposal looks, not for sending to your client.
Step 4: Add your Personal Touches
This is where your proposal goes from good to great. Before you send it, make sure you:
Check the details. Make sure the client's name, contact and currency are correct.
Write your introduction. Mention what you talked about on the call, the client's goals and why you're the right fit. A personal intro makes a big difference to how your proposal lands.
Review the pricing. Adjust any line items, quantities or discounts so they match what you agreed.
Read it through once. AI assistants can occasionally get things wrong, so it's worth a quick check before it goes out.
Step 5: Send it to your Client
When you're happy with the proposal, send it from Better Proposals just like you normally would. Do bear in mind that your AI assistant can't send proposals for you, so this last step always stays in your hands.
That's it! Once it's sent, you can ask your AI assistant to keep an eye on it for you, for example "Has Jane Doe opened my proposal yet?"
If you get stuck at any point, just get in touch with our support team and we'll be happy to help.