Ask for AI for business proposals and what most people want is good writing. That's the easy part. The damage comes from somewhere else: a proposal that carries another client's price or terms because it started as a copy of the last one. Flipa drafts the proposal text with your company's rate sheet, terms and past projects, shows you which documents it used and tells you what it's missing. It writes the words: it doesn't add up the total, doesn't lay out the document and doesn't send it.
The example on this page is an invented lighting design studio, Lampwick Lighting Studio. Flipa's app interface is in Spanish today, though it answers in the language you write in.
Here it is, section by section. The price is the one on the rate sheet, per square foot: you add the total once you've measured.
Try “Maintenance”: there's one detail the studio doesn't have written down anywhere, and the proposal says so instead of making it up. Then try a clinic with a storefront window.
“Dining room at 2,700 K, dimmable by zone. Kitchen and pass at 4,000 K.”
Hover over a tag in the proposal, or focus it, to see which line it comes from.4 sections · 4 documents · no gaps
Redo all the lighting in the restaurant: warm, dimmable light in the dining room and task lighting in the kitchen and at the pass. It’s what we did at Slow Ember Smokehouse.
“Dining room at 2,700 K, dimmable by zone. Kitchen and pass at 4,000 K.”
Site visit and measurements. Lighting design with drawings. Fixture supply. Installation and final dimming setup.
“Full project: site visit, design with drawings, supply and installation.”
Rate-sheet price: $4 per sq ft. You work out the total once you’ve measured. Payment: 50% on acceptance and 50% on completion. Offer valid for 30 days. Timeline: 6 weeks from acceptance.
“Payment: 50% on acceptance and 50% on completion. Offers valid for 30 days.”
A site visit to measure, no obligation. With the measurements, we settle the amount.
“Every proposal starts with a site visit to measure. No charge.”
Demo with an invented lighting design studio. In Flipa, sources aren’t listed section by section and don’t point to the line. They appear together under the answer, as a list of sources consulted, and each one opens so you can read the whole document. Here we’ve split them up so you can see what each one says.
It's worth separating the two from the start, whether you call the document a proposal, an estimate, a quote or an SOW. Flipa writes it and puts in the prices that appear on your rate sheet. The math is yours.
| Part of the job | Does Flipa do it? | Details |
|---|---|---|
| Draft the proposal | Yes | Section by section, in your tone. |
| Explain what's included and what isn't | Yes | The way your rate sheet and your terms describe it. |
| Put in your terms and your rate-sheet prices | Yes | The ones in writing, whether yours say 50% on acceptance or net 30. It doesn't round and doesn't add discounts. |
| Flag what's missing | Yes | If a detail isn't in your documents, it says so and makes a note of it. |
| Add up line items and get the total | No | You put in the total, plus applicable sales tax. |
| Work out measurements | No | It doesn't measure drawings or figure square footage. |
| Deliver a formatted document | No | It gives you the text with a copy button; you paste it into your template. |
| Send it to the client | No | You send it. |
What it writes is a draft: go over it before it goes out under your name.
It works the same for a contractor writing up a remodel estimate or a real estate brokerage proposing its fee to a homeowner: the day looks a lot alike.
What did the restaurant ask us for at Tuesday's meeting?
With the meeting notes in front of you. If the meeting notes are uploaded, or you attach them to your message, Flipa pulls what the client asked for from there. They have to be written down: it doesn't read the meeting recording.
Put together the full-project proposal for the restaurant
Section by section. It comes out in the house format, with rate-sheet prices and your standard terms. Underneath, the sources it consulted.
Make it shorter so I can send it by email
For the body of the email. Same facts, half the text. That's what we cover in email replies.
Compare ours with this offer they got from someone else
Compare with a competitor. One of the built-in skills, “Compare with a competitor,” is for this. You attach the other offer to your message and ask Flipa to set it next to your rate sheet. What carries more weight is your call.
Write the email to send Marcy the proposal
Three lines and a signature. Flipa drafts it in your team's tone. You attach the document and you send it.
When every sales rep has their own template, every proposal promises something different. A skill fixes that: a set way of doing a task.
You explain, by talking, what one of your proposals looks like: which sections, in what order, what's never left out. It's saved as a skill and Flipa applies it every time you ask for a proposal.
Say you add a warranty section one day: the change is kept in the skill's history. If it doesn't work out, you go back to the earlier version.
Give it a thumbs down and write how it should have been. If you're the account admin, it applies to the whole team from that moment.
This is where it parts ways with copying the last proposal. AI for writing proposals should know what your company offers and what it doesn't. Flipa looks in your terms before it writes a number.
That discount isn't in your terms, so I won't put it in as if it existed. Here's what your terms do say to make payment easier:
For a generic proposal, almost any of them will do. For one with your prices and your terms, it has to work from your documents and show you which ones it used, because a wrong number in a proposal commits you. That's what Flipa does: it drafts with what you have in writing and flags what's missing. It's for teams that sell services off their own rate sheet; if you want an AI proposal generator for free templates or for bids on freelance marketplaces, this isn't it.
No. Flipa puts in prices the way they appear on your rate sheet (per square foot, per unit, per month), but it doesn't add up line items or work out totals. If someone asks you about AI for estimates and quotes, the honest answer is that a person should always check the final math.
Yes, if it's a current Excel workbook (.xlsx). Flipa goes through it sheet by sheet and row by row, up to 3,000 rows per sheet. It doesn't read the charts inside it or the older .xls format: it lets you know so you can save the file in the current one.
No. Flipa gives you the proposal text in a box with a copy button. You paste it into your usual template, with your logo and your layout, and export it from there.
Give it the right documents: your rate sheet and your standard terms, not old proposals written for other clients. Flipa writes with what it finds in your documents, and under the answer you see which ones it consulted. If a source shows up that doesn't belong, you know before you send.
From the first email to the proposal, with the same facts.
Scopes of work and estimates described with your own line items.
The email asking for a price, answered with the rate sheet in front of you.
This month's spreadsheet, turned into the report you always send.
With your rate sheet and standard terms uploaded, the first draft no longer comes from copy and paste.
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