Help guide

How to edit a proposal after it is generated

The AI draft is a starting point. Here is how to change the scope, fees, and wording before the client sees it.

November 9, 2026 · 5 min read

  1. Step 1

    Open the proposal in the editor

    From Proposals, open the draft. The editor works like a document: click into any section and type.

  2. Step 2

    Rewrite one section, not the whole thing

    Regenerate a single section when the tone is off. Your edits elsewhere stay where they are.

  3. Step 3

    Fix the numbers first

    Check fees, deposit, and dates before you polish prose. Wrong numbers are the edits clients remember.

  4. Step 4

    Cut claims you cannot defend

    Delete anything you would not say on a call. A shorter honest proposal beats a long confident one.

  5. Step 5

    Preview as the client

    Open the client view before sending so you see what they will see, including your brand colours and cover.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to add a payment link to a proposalHow to see when a client opens your proposalHow to follow up on a sent proposal in DealPilotHow to use the client portalHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ

Quick answers

Yes, but DealPilot tracks late edits so you know the client may have seen an earlier version. Tell them when scope or price changes.

Regenerate replaces that section's text, so copy the old text somewhere first if you might want it back.

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