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 a handful of questions about the job (usually four to seven: dates, running order, who is on stage, recording, venue access, the client contact and your team), then drafts the section content from your answers.

Paul is designed to get you from a blank proposal to a polished first draft in minutes, not hours. Once the proposal exists, you can bring him back at any time to rewrite a section or the whole proposal.

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
Specially Prepared For: a short personal note to your client contact
Executive Summary: the whole proposal in two or three short paragraphs
Understanding: what the client needs, written from what you tell Paul
Technical Specification: what you will provide, room by room. With a CRM quote attached, Paul describes the real kit list; without one, he describes it by function for you to check
Timeline: the schedule, using only the times you gave him
Text: written to match the section's title in your template
FAQ: a few questions specific to this job, added alongside your saved FAQs
Team: the people you choose (both users and Team Profiles)
Accept: a short close saying what accepting confirms and what happens next

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
Case Studies, Testimonials, Big Numbers, Small Print: these show your saved content from Settings. Paul can see what is there and writes around it, but never edits or invents it.

Paul never writes prices. Your quotation is always filled in by you, giving you full control over line items, groups, and totals. He may ask whether the client gave a budget so the proposal is pitched at the right scale; any figure stays in his notes to you.

Paul and templates

When you select a template before starting, Paul uses those exact sections in that exact order, with the titles you gave them.

Sections in the template that use a saved snippet are locked. Paul leaves their text and images exactly as you saved them, and writes the rest of the proposal so that it fits around them.

If you do not select a template, Paul chooses a structure to suit the event type and tells you which sections he has used.

Paul and team members

Paul can see all your team members, including both user accounts and Team Profiles added in Settings. When the proposal has a Team section, he asks who should appear and who the client should call first.

Paul only writes what you tell him. If you do not know something, say so: he leaves the gap, marks it to be confirmed, and lists it in his notes for you to check with the client. He does not guess dates, kit or numbers.

Ask Paul to rewrite

Once a proposal exists, whether Paul wrote it or you did, you can ask him to rewrite it. He knows the job, reads the whole proposal, and remembers the conversation you had with him when he first wrote it, so a rewrite keeps to what you told him.

One section

Open a section in the editor and click the Paul button (the sparkle) at the top of the panel. Tell him what you want, for example “make this shorter”, “more formal” or “more about what the client is worried about”. He rewrites only that section and uses the rest of the proposal so it fits and does not repeat itself.

The whole proposal

Click the Paul button in the top bar of the editor. For example: “too friendly, keep the same information but make it more formal”. He rewrites the sections the request is about and leaves the rest alone.

Check it, then use it

Paul shows you the rewrite before anything changes. Choose Use this to put it into the proposal, Try again for a different version, or keep chatting to tell him what to change.

Paul can rewrite the wording of:

Specially Prepared For, Executive Summary, About Us, Understanding and Text sections
Technical Specification blocks, Timeline items and your proposal's own FAQs
Quotation notes and the Accept section
The subtitles and introductions of Case Studies, Testimonials, Big Numbers and Video

He changes words only. He keeps every fact that is already there (names, dates, times, kit and people) unless you tell him otherwise, and he never changes prices, line items, images, videos, documents, your team or the layout. He does not add or remove sections or items, and he cannot rewrite the Cover, Team, Gallery or Small Print.

Paul uses your monthly AI allowance. When you open him, he shows how many AI generations you have left this month. Owners can also see this under Settings, Billing.

Changed your mind? After a rewrite, “Paul rewrote this section” appears at the top of the section with an Undo link, until you next edit that section.

Snippets: if a section is linked to a saved snippet, using Paul's rewrite detaches it from the snippet. Your saved snippet does not change.
Sent proposals: your client keeps seeing the last published version until you click Publish Update.
Accepted proposals are locked. Revert the acceptance first if you need to change one.

Always read Paul's notes and the draft before sending, and fill in your quotation in the editor. Without a CRM kit list, the Technical Specification describes equipment by function and needs checking against what you will bring.

Watch the videos

Set up your brand with Paul (1:56). Logos, colours, fonts and your About Us. It is also part of Training video 1: Getting set up, from 2:55.

A full proposal in minutes (2:15). A finished, on-brand proposal, with the clock running. It is also part of Training video 4: A full proposal, start to finish, from 0:00.New since this video was made: you can now ask Paul to rewrite a section, or the whole proposal, from the editor. How it works