Turn the pick into a proposal for your client

Your AI builds the same branded proposal GrantAI builds and saves it to the client's case. You check it, then share a private link.

Your client decides from what they can read and keep. A proposal with your name, built from the quotes you ran, helps you close the case.

Saves a proposal, uses credits

You'll learn to

• Build a proposal from a quote and the saved record
• Change a page or the wording in plain words
• Share it with a passcode, then close the link

In this guide

1. 1. Build the proposal from your quote
2. 2. Change a page or the wording
3. 3. Share the proposal with a passcode