Sales
Quick Proposal
Brain dump the project. AI handles client, scope, pricing, terms, and the public link.
AI will ask for missing info (address, total) only if needed. Otherwise it creates client + deal + proposal + public link in one shot.
How it works
One brain dump. One proposal.
- 1Talk or type. Client name, address, scope, total — in any order.
- 2Drop photos & videos. Site shots, measurements, recordings — saved to the project for the designer.
- 3AI checks itself. If something critical is missing, it asks 1–2 quick questions instead of guessing.
- 4Live public link. Every proposal gets its own clean URL like
/proposal/dale-glebeholme— share it instantly.
Tip: Voice-to-text works best in Safari on iPhone and Chrome on desktop. The mic stays on until you tap it again.