What your assistant can do

You do not need to memorise any of this — ask in your own words and your assistant picks the right action. This is here so you know what is possible.

Your workspace at a glance

• Pipeline and won revenue, proposal counts by status, outstanding balances and client totals.

Creating a proposal

• Browse the template catalog before committing to one.
• Start a proposal and step through template, client and review.
• Change the title, total, currency, status, validity, payment terms, discount or tax at review.
• Pause and resume a part-finished proposal, or discard it.
• Create it — only once you have confirmed.

Finding and updating proposals

• List proposals, filtered by status or searched by title, number or client.
• Read a proposal in full, including its sections and pricing.
• Update the title, client details, currency, validity or payment terms.
• Move it between draft, sent, accepted and declined, and set whether it is paid.
• Create one in a single step when you already know the template, client and value.

Writing sections

• List the sections of a proposal with their order.
• Add a section anywhere in the running order.
• Rename a section without touching its content.
• Rewrite a section, or append to what is already there.
• Delete a section, with what it contained reported back so you can undo it.
• Reorder sections.

Pricing

• Read the pricing table with row amounts, subtotal, discount, tax and total.
• Add a line item.
• Change a line item's name, description, quantity or rate.
• Remove a line item.
• Replace the whole table, or set a discount, tax rate and payment terms at once.

Clients

• List clients with revenue and outstanding balances, filtered by status or searched.
• Add a client to your directory.

When something is ambiguous

If two sections share a title, or a client name matches several records, your assistant is told to come back and ask rather than pick one. It is designed to be cautious with your data.