Creating your first proposal

Create the draft

1. 1Click New Proposal from the dashboard.
2. 2Select a proposal type — Commercial, Technical, Full-Scope or Custom.
3. 3Enter the basic details: client or company name, contact person, project name and a brief.
4. 4Choose the sections you want for that proposal type, then add a prompt. If it's your first time, click Use an example instead.
5. 5Click Use an example again for a different example — they vary by proposal type.
6. 6Quiip creates a draft and opens the editor, where you add pricing, timelines and any detail the AI flagged as something it can't generate on its own.
7. 7Click Save version to keep it for later. The proposal now appears on your dashboard with the status Draft.

Reworking a draft

Nothing in the draft is fixed. You can regenerate at three levels:

• One section — Click Regenerate on the section and add a prompt describing what should change.
• The whole proposal — Use Regenerate all to redo multiple sections at once.
• A word or sentence — Double-click the text, choose Edit with AI, add your prompt and click Apply.