The problem
Proposals take hours, so they go out late. Late proposals lose jobs.
Step by step
- Make a proposal template: about you, scope, what is included, what is not, price, timeline, terms.
- After each visit or call, write rough notes: what they want, measurements, options discussed.
- Ask the AI to fill in the template from your notes, using only your price list.
- Check every number yourself, then send.
The prompt
Using this proposal template:
{template}
and this price list:
{prices}
write a proposal for {client} based on my notes:
{notes}
Only use prices from the list. If something is not priced, write [PRICE NEEDED]. Keep it under 600 words.
Replace the {highlighted} parts with your details, or fill them in with the prompt builder.
Check before you use it
- Every price and quantity is checked by hand.
- Exclusions are clear.
- Terms match your real terms.
Privacy
- Client names and job details are fine on business plans with training turned off. Avoid pasting payment details.
Do’s and don’ts
Do
- Keep a price list and scope wording the AI must use.
- Write down what is excluded as clearly as what is included.
- Send the quote the same day as the visit.
Don’t
- Let the AI do the maths without you checking it.
- Promise dates or materials you have not confirmed.
- Paste a competitor’s quote and ask for a copy.
When not to use AI for this
Never let AI calculate a final price without checking the maths yourself.
Tools that can help
We are not paid by any of these companies, and we list well-known options, not a ranking. Features and plans change; check the provider’s site and its data terms before you sign up. See all AI tools by category.
Useful for
Trades and home servicesConstruction and contractorsTravel agents and tour operatorsEvent planners and venuesAuto repair shopsPhotographers and videographersConsultants and coachesCleaning companiesArchitects and interior designersFreelancers and solo businesses
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