AI Proposal & Quote Drafter

Live Elite plan or higher · Team member

Draft multi-section proposals and quotes from deal context.

Workspace fields

These labels match the live EZ4YouTech.com workspace (sidebar provider + main panel):

• Proposal / quote title (required), text field in the workspace
• Client / audience (required), text field in the workspace
• Scope, pricing, and terms (required), textarea field in the workspace

Primary action button: Generate copy

Workspace overview

Before you start

• Sign in as a team member on your company workspace (admins connect AI accounts separately).
• Confirm your company admin has connected at least one supported AI provider: leading AI services such as OpenAI, Together, Groq, and xAI (Grok); see the full list and pricing comparison in admin BYOS setup.
• Verify your plan includes Elite apps: locked apps show which plan unlocks them.

Step-by-step

1. Open the app: In the workspace sidebar, select AI Proposal & Quote Drafter under Everyday common utility tools.
2. Choose your AI provider: In the sidebar, pick the AI provider your company admin connected (your admin sets try-order in BYOS setup).
3. Review Guide & support: Expand Guide & support at the top for what the app does, how-to steps, tips, and feedback.
4. Acknowledge AI use notice: On first workspace entry each browser session, read the AI use notice and click I understand: continue to workspace.
5. Use sample inputs (optional): Click Use sample inputs above the form to load demo values from the tutorial, then edit before you run.
6. Fill Proposal / quote title: On the Intake tab, enter Proposal / quote title (required). Required fields are marked with *.
7. Fill Client / audience: On the Intake tab, enter Client / audience (required). Required fields are marked with *.
8. Fill Scope, pricing, and terms: On the Intake tab, enter Scope, pricing, and terms (required). Required fields are marked with *.
9. Run the app: Click Generate copy. Output appears on the Result tab with download and regenerate options.
10. Review before client use: Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace: use only data you are allowed to process. Field names match the live product.

Proposal / quote title

3BR suburban listing: open house 5/24

Product, property, service, or campaign focus.

Client / audience

Local buyers on Instagram and your email list

Who will read the copy (buyers, patients, fleet managers, etc.).

Scope, pricing, and terms

1,850 sq ft, updated kitchen, list price per your MLS sheet, open house Sat 1–4pm

Only facts you can verify; do not ask the AI to invent pricing or approvals.

Try these scenarios

Adapt these prompts to your client: do not paste payment card numbers, SSNs, or full IDs.

• Instagram caption + 3 hashtags for a Saturday open house.
• Short LinkedIn post announcing a new service line.
• Email subject lines A/B for a seasonal promotion (facts you supply).

Expected result

Shape of the AI output in the Result panel: review before client use.

Example output (marketing copy)

• Headline and 2–3 short post variants for your audience
• Bullets using only key details you entered
• Disclaimer line when promos or health claims apply

Tips

• Keep inputs specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers: use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade your plan or confirm AI account setup.

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