Help guide

How to generate a proposal in DealPilot

Paste a brief, pick a tone, and get a send-ready draft in about a minute. This is the path from empty dashboard to first proposal.

November 4, 2026 · 6 min read

  1. Step 1

    Create a free account

    Go to Sign up, use email or Google, and skip the credit card. The free plan includes 5 AI proposals a month — enough to test on a live lead, not a dummy.

  2. Step 2

    Open Generate and paste the brief

    Use the full job post, email, or your discovery notes. Include budget hints, deadline, and industry. Thin input produces a thin draft; that is expected.

  3. Step 3

    Pick tone and template

    Match how you actually speak on calls. Designers often want calm and specific. Consultants often want direct. You can regenerate a section without throwing the rest away.

  4. Step 4

    Edit fees, names, and anything you would not say out loud

    The AI is a first draft. Fix the number, cut claims you cannot defend, and add a line only you would know from the call.

  5. Step 5

    Send the branded link

    Do not export to Word unless the client requires a PDF. The link is the product: they open, you see it, you follow up with facts instead of anxiety.

More guides

How to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow 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

No. Free includes 5 proposals a month. Upgrade when you are sending more than that, or when you want analytics and white-label.

Yes. Templates are the fallback when the client gave you three sentences. A real brief still wins.

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