Creating a proposal with AI

Docora drafts a full proposal from a short project brief.

Steps

1. Open New Proposal: desktop sidebar New Proposal, or on mobile the floating + button (or go to /dashboard/new).
2. Enter:
   • Client name (autocomplete if the client already exists)
   • Client email (optional here, but required later to convert to an invoice or contract)
   • Project description — what you are proposing to do
   • Currency (required; defaults to USD)
   • Budget range (optional)
3. Click Generate proposal.

Docora creates a draft and opens the proposal editor. Generation counts toward your monthly proposal limit (Free: 10/month, Starter: 30/month, Pro/Advanced: unlimited). If you hit the limit, you will see an upgrade prompt.

Terms: AI vs your template

• If you have a default terms template saved in Settings → Profile, new proposals use that text for Terms (AI still drafts title, introduction, scope, timeline, and pricing). The New Proposal form shows Using your saved terms template with a link to edit it.
• If no template is saved, AI drafts Terms along with the rest of the proposal.

You can always edit Terms (and other sections) on the proposal before it is approved. Formatting: Rich text editing.

Tips

• Starting from a client page pre-fills client name and email via query parameters.
• You can edit everything after generation — AI is a starting point, not a locked template.
• Choose the correct currency before you send; currency locks when the proposal is approved.