First drafts of proposals and quotes
Draft proposals and quotes from intake notes and approved standard sections, while people set every price, scope item, and commitment.
In this playbook, you will
- Separate the decisions people make (price, scope, timeline, and guarantees) from the drafting an AI assistant can help with.
- Build an instruction that drafts a proposal from intake notes, approved terms, and approved standard sections without inventing commitments.
- Check every number and promise against the approved terms before a proposal is sent, and track the corrections you make.
This playbook is for members.
Members sign in with the email address they gave us (Gmail, Outlook, or any other) and their personal member password. No ChatGPT account is needed.
Not a member yet? Membership comes with the paid first year: $500 down plus the required $3,000 annual fee. See pricing