Editing a proposal with Claude

A built proposal is a starting point, not the final version. Read it through before you present it: it's written with AI, and you know the prospect. There are two ways to change it.

Quick text changes

1. Click Edit on the proposal.
2. Change any text, just as you would in a slide deck.
3. Click Done. It may take a moment to update.

Bigger changes with Claude

1. In the Proposal Builder, click Copy on the prompt.
2. Paste it into Claude, connected to Agency OS. See Connecting Claude to Agency OS.
3. Tell Claude what to change. You can ask for several changes in one message.
4. Back in the Proposal Builder, click Refresh. The proposal updates.

Things Claude can do for you:

• Fill a section that came back empty. For example, ask it to research the prospect's website for the "who you are" section.
• Fix data that didn't pull through. If a slide doesn't render, the data usually didn't load. Name the slide, like "the competitor landscape data didn't pull through."
• Add slides. An about us or team slide, case studies or a client logo slide.
• Swap images, like the landing page examples in the paid search proposal.
• Tidy the layout, for example text running outside a box.

Make it your template

The templates are designed to be simple so you can make them your own. Ask Claude to:

• Save your edits as your core template, so every new proposal starts from your version.
• Rebrand the paid search template with your colors, fonts and logo.

Download it

When it's ready, download the proposal as a PDF or open it full size to present.