You’ve weighed the options and taken a close look at what this tool does and doesn’t do. Here’s exactly how to use it.
Step 1: Enter your client’s details
Company or contact name, industry, company size, and a description of their specific pain points or needs — the more specific this is, the more the “Understanding Your Needs” section will actually sound like you were listening.
Step 2: Enter your solution
Your company name, the solution or product name, a description of what you’re proposing, key benefits or differentiators, and an optional timeline.
Step 3: Enter your pricing
Add one or more line items (description and amount), your payment terms, a proposal valid-until date, and any additional notes. Mixed one-time and recurring pricing is handled correctly — they won’t get merged into one misleading total.
Step 4: Set the tone and length, and generate
Choose a tone (Professional works for most cases), a target length, and add your name and title for the sign-off. Then generate — it typically takes well under a minute.
Step 5: Review before sending
Read the generated proposal the way you’d read any draft before it goes to a client. This tool generates proposals for informational purposes only — review all content for accuracy before sending.
Try it now
Generate your free sales proposal →
Want a ready-made template instead?
If you’d rather start from a template than generate a proposal from scratch, the Sales Proposal template is available as a single purchase or as part of a Templates Hub plan.
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