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Draft bid proposals and scopes of work

Turn site notes into a clear written proposal.

Estimated time saved

Estimated: 30–60 minutes per proposal. (Estimate; results vary.)

Tools
  • ChatGPT
  • Claude
  • Microsoft Copilot in Word

The problem

Owners write proposals at night after working all day.

Step by step

  1. 1Write quick notes or dictate on site.
  2. 2Ask AI to turn them into scope, exclusions and terms.
  3. 3Add your pricing yourself.
  4. 4Export to your proposal template.

Copy-paste prompt

Prompt
Turn these site notes into a professional scope of work with sections: Project overview, Scope (numbered), Exclusions, Assumptions, Schedule. Do not add pricing.

[notes]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

Get this built for your business

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