Draft a proposal and reuse it
A proposal shouldn't start from a blank page. Chat drafts it from the actual deal — the client, the fee, the scope you already logged — and once you have one you're happy with, you save its shape as a template so the next one is faster still.
Draft it from the deal
You don't paste in the numbers again. Chat finds the deal and pulls them.
In Chat
Draft a proposal for the Kettle & Co retainer — scope, monthly deliverables, and the ₹1,50,000 monthly fee.
Kettle & Co Design Retainer
- Value
- ₹18,00,000
Got it — I found the Kettle & Co Design Retainer deal (valued at ₹18,00,000 annualised, ₹1,50,000/month). Your proposal draft is ready and linked to the Kettle & Co Design Retainer deal, covering engagement scope, monthly deliverables, and the ₹1,50,000/month retainer fee.
The draft is a real document, not a chat message. Finishing and sending it happens in the editor, where the Document Assistant helps you refine it.
DocsKettle & Co – Design Retainer Proposal
Open the draft to review what the assistant wrote from your Company Context and Brand Voice. Edit anything, then send it over Gmail or download it as a PDF — all from the document's own toolbar.
Save the good one as a template
When a proposal comes out well, don't rebuild it next time. Ask Chat to keep its structure.
In Chat
Save that structure as a template I can reuse for future retainers.
Done! The Design Retainer Proposal template has been saved and is ready to reuse. The variable fields — client name, monthly fee, annual value — are left as placeholders, so the next retainer proposal starts from your proven structure instead of a blank page.