Proposal Studio is a built-in tool that assists you in creating professional, opportunity-specific proposals. It leverages the data you've collected and AI to generate a strong starting point.

Key Features

• AI-assisted proposal drafting
• Personalization based on opportunity data
• Professional structure and formatting
• Export and send options

How to Create a Proposal

1. 1

   Select an Opportunity

   Choose the opportunity or lead you want to propose to.

2. 2

   Review Extracted Data

   Check the AI-parsed information for accuracy.

3. 3

   Generate Draft

   Use Proposal Studio to create an initial draft.

4. 4

   Customize

   Edit the proposal to add your unique value and details.

5. 5

   Send

   Send the proposal directly to the client.