Turn discovery notes into a proposal clients can approve.
The Proposal Associate structures the problem, outcomes, scope, timeline, assumptions, and next step into a clear first draft for human review.
A proposal framework your team can refine.
Start from the facts you already have, separate commitments from assumptions, and keep pricing and legal terms under human control.
How it works
It organizes discovery notes into a client-centered narrative and flags details that still need confirmation.
Human control
Your team approves scope, pricing, promises, dates, and contractual language before anything is sent.
Implementation
Use a proven structure now; connect approved templates and CRM context after the licensed AI workflow is enabled.
Build a proposal outline
Enter the known facts to generate a structured proposal draft for review.
Turn approved discovery inputs into a clear, review-ready proposal draft.
Your proposal outline
Design the right workflow first.
Use the assessment to define the outcome, inputs, controls, and best first implementation.
Need a quick, focused AI tool?
Use AI Wingmen for smaller, single-purpose tasks you can complete immediately.