← What’s New

The proposal wizard, with AI that drafts the contract

Write a proposal in four steps — client, what the job is, review, pricing — with contract sections, costing and milestones suggested from your description of the work.

A proposal in SMG Tools on its Contract tab: the scope of work and contract sections the assistant drafted from a description of the job.
A proposal in SMG Tools on its Contract tab: the scope of work and contract sections the assistant drafted from a description of the job.

A proposal is now written in a wizard: who it is for, what the job is in your own words, a review of what was drafted, and the pricing summary. From the description, the assistant suggests contract sections, a cost breakdown and milestones with the percentage of the price each one bills. Every suggestion is editable before anything is sent.

Reusable sections — your introduction, your terms, your warranty language — are smart blocks you keep and drop into any proposal. A proposal can be revised, and a revision supersedes the version before it.

The AI drafting is a Professional feature and spends a monthly allowance; the wizard and smart blocks are on every plan.

Where to find it Start free