How to Use AI Features in Proposaly.io

1. Introduction

What this article covers:
This guide introduces the powerful AI tools built into Proposaly.io, designed to help you generate, design, and enrich proposals faster and with greater impact.

Who this is for:
Sales reps, proposal creators, marketing teams, and business developers who want to streamline content creation and boost visual appeal.

Why it’s useful:
Proposaly.io’s AI features allow you to auto-generate content, pricing, designs, and slide enhancements — saving hours of manual work while improving consistency, professionalism, and personalization.

2. AI Features Overview

Here are the AI tools currently available in Proposaly.io:

• AI Content Generator – Create entire proposals or presentations using prompts, URLs, and file uploads.
  
• AI Designer – Automatically style your proposal based on your website branding.
• AI Enricher – Enhance or rewrite content inside any slide with one click.
  
• AI Slide – A specialized slide type powered by AI (Read more: What Is an AI Slide?)
  
• Generate with AI - Auto-Generate service add-ons based on your business type or prompt

3. Step-by-Step Guide to Using AI in Proposaly.io

✅ AI Content Generator (Build Smarter, Faster)

1. Create a New Item
   From your Main Screen, select the relevant workspace — it can be a Proposal, Presentation, or Agreement.
   Then click “+Create” at the top left of the board and choose “Generate with AI.”
    
2. Enter Source Details
    
   • URL: Paste a link to your website or a relevant content page.
   • Prompt: Tell the AI what you want (e.g., “Create a proposal for IT consulting services.”)
   • Add Files (Optional): Upload any supporting documents to guide the AI (PDF, DOCX, etc.)
   • Choose Slide Count: Select how many slides or sections you'd like the item to have.
      
3. Proposal-Only Options (if creating a Proposal)
    
   • Auto-Generate Pricing: AI generates a pricing table based on your predefined services.
   • Add-ons: Suggest upsell options or complementary services to boost value.
      
4. Click “Generate”
   The AI will create a structured and styled document ready for review and customization.

🎨 AI Designer (Automate Your Look & Feel)

1. Open a Proposal, Presentation, or Agreement
    
2. Go to Settings (inside the item editor)
    
3. Choose AI Designer and enter your website URL
   The AI will scan your site for brand colors, fonts, and imagery.
    
4. Click “Boost Appearance”
   The AI will apply a branded visual theme to your proposal or presentation — instantly updating fonts, color palettes, and layout accents based on your website style.

✨ AI Enricher (Make Your Slides Shine)

1. Edit an Existing Slide or Add a New Slide\

    

2. Inside the text editor, look for the AI Enrich button.

    

3. Choose from options like:
    
   • Rewrite for clarity
   • Make more persuasive
   • Add detail
   • Fix tone or grammar

This tool helps polish your messaging without starting from scratch.

📄 AI Slide (Built-In Intelligence per Slide)

What it is:
The AI Slide is a dedicated slide type that uses AI to auto-generate content based on a short prompt.

• Select Add Slide > AI Slide
• Enter your prompt or topic
• AI will generate structured content in a visually formatted slide

🔗 Read more: How to Use the AI Slide in Proposaly.io

✨ Generate Add-Ons with AI (Create Service Options Instantly)

Create add-ons in seconds without manual setup

Click + Add Item in the Add-ons section of your proposal

From the dropdown, select Generate with AI

Enter a prompt describing your service offerings
(e.g., “Dog training packages for beginner and advanced clients”)

AI will instantly generate a list of add-ons with:

• Titles
• Descriptions
• Unit prices
• Quantities
• (Optional) Unit types and images

Review the suggestions and edit as needed
Place items into Offer Groups and set the selection mode:

• Allow only one choice
• Allow multiple choices
   

✅ Ideal for: Service catalogs, upsells, flexible pricing proposals

This tool helps you save setup time and ensures clients have clear, structured choices.

4. Tips for Best Results

• Use detailed prompts — The more specific, the better the output.
• Start with a URL + prompt combo — Gives the AI context and direction.
• Edit outputs to match tone — AI gets you 90% there; your voice finishes the job.
• Set up your service pricing in advance — Enables accurate auto-quoting.
   

5. FAQs

Q1: Can I regenerate an AI proposal if I don’t like the first version?
A1: Yes! Just adjust your prompt or inputs and click Regenerate.

Q2: Does the AI Designer change the layout or just colors?
A2: It updates themes, fonts, and color palettes based on your website, but doesn’t alter slide layout.

Q3: What formats can I upload into the AI Content Generator?
A3: PDF, DOCX, TXT, and standard image files for context or content extraction.

Q4: Is the AI content editable after generation?
A4: Absolutely. Every block is fully customizable once inserted into your item.

6. Additional Resources

• What Is an AI Slide in Proposaly.io?
• How to Customize Themes and Templates
• Payment Terms & Schedules in Proposaly

7. Conclusion / Next Steps

By leveraging Proposaly.io’s AI tools, you can create professional, customized proposals and presentations in minutes — not hours. From content generation to branded design and intelligent editing, Proposaly.io’s AI helps you move faster while staying on-brand.

If you need help with prompt writing or AI tool access, our support team is just a click away.