Describe the work and let the generator draft a proposal, quotation, contract or invoice you can edit.
By the end you will have a finished, on-brand document ready to send.
1. Start a new document — Choose New, then AI generate. You can also pick a type first, for example Proposal.
2. Describe the work — Write a sentence or two. Mention the client, the deliverable and the price. The more specific, the better the first draft.
3. Review the draft — The generator fills in sections, line items and totals. Read it as your client would.
4. Edit anything — Change wording, add line items, adjust the total or swap the theme. Nothing is locked.
5. Save and send — Save to your documents, then send it or request a signature. See Send a document to a client.
The generator is unavailable — AI generation must be enabled for your workspace. On the Free plan it may be limited; upgrade for more.
The draft missed a detail — Add the detail and regenerate, or edit the section directly. Regenerating replaces the whole draft.