What this helps you do.
A proposal should reflect the conversation. Reusing a format can save retyping, but it should never invent an agreement.
A proposal draft with the scope, timing and terms left for your approval.
The workflow.
Test with non-confidential material. Resolve the permissions and provider settings before using client information.
- Start with notes you have permission to use. Separate confirmed needs from ideas that still need discussion.
- Provide the sections and approved language from your proposal format. Do not include another client's private details.
- Ask for a draft based only on the conversation. Leave missing scope, price, timing and terms blank for your decision.
- Check every commitment before sharing the proposal. Send it yourself through your usual process.
Keep a record of your decisions.
Write down the source material, approval step and destination before you connect the workflow. Revisit those choices when your process changes.
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