Paul, Your Proposal Partner

How Paul helps you create proposals faster.

What Paul does

Paul is the built-in assistant that appears when you create a new proposal. He asks 3 to 7 questions about the event, then drafts all section content based on your answers.

Paul is designed to get you from a blank proposal to a polished first draft in minutes, not hours.

Sections Paul handles

Paul drafts content for the following sections:

Cover: headline, subheadline, event dates, and venue
About Us: pulled from your saved company bio in Settings
Understanding: written from the brief and event details you provide
Text: relevant content based on the conversation context
Technical Specification: a placeholder structure based on the event type
Accept: a warm closing message encouraging the client to sign off
Specially Prepared For: populated with the client name and event details
Team: populated from your team members (both users and Team Profiles)

Sections Paul does not handle

Some sections require your direct input and are left for you to fill in:

Quotation: you fill in pricing yourself in the editor
Gallery: you upload your own images
Video: you add your own media
Timeline, Case Studies, FAQ, Testimonials, Big Numbers: Paul does not add these. Add them yourself in the editor, where they draw from your saved content in Settings.

Paul does not handle pricing or budget information. Your quotation is always filled in manually, giving you full control over line items, groups, and totals.

Paul and templates

When you select a template before starting, Paul uses those exact sections in that exact order. He skips the section recommendation question entirely, because the template already defines the structure.

If you do not select a template, Paul asks which sections to include and recommends a structure based on the event type.

Paul and team members

Paul can see all your team members, including both user accounts and Team Profiles added in Settings. When he populates the Team section, he may ask which members to feature or include all of them based on the event.

The more detail you give Paul in the brief question, the better the Understanding section will be. Include specifics about the venue, audience, objectives, and any technical requirements.

Paul does not handle pricing or budget questions. Always fill in your quotation separately in the editor after Paul has finished building the draft.