The AI Proposal Creator in Sellizer is an AI-powered feature that helps you create proposals faster and optimize your proposal content. The following article explains what to fill in and how to use this tool in the proposal sending process.
What do you need to complete in order to use the AI module?
After logging in, go to the “Settings” panel and the “ICP Profiles” tab, then select “+ Add ICP Profile.”
(* Profile ICP is a detailed description of a customer (company or individual) who is the best fit for your products or services because they are most likely to engage in repeat and profitable business with you).
After completing the Profile name and Profile description, select “Save”.
Then go to the “Company description” tab and complete in your company description, which will provide context for the artificial intelligence.
How to use the AI module in practice?
Go to the “ Proposal Creator” panel and select the “New offer template” option or open an existing Offer Project (template).
- Entering instructions: In the main text field, write down what key information and points should be included in the section you want to generate.
- Generating sections: After entering the instructions, expand the “Select AI section” list and select ‘Description’ (or “Title” if you want to create a title using AI
Then select the “Generate AI content ” option in the lower left corner. Next, select “Offer goal” and the previously prepared “Profile ICP” and click “Generate”.
After preparing the Offer template, select the “Save” option, where:
“Update offer template” - to improve or save the current offer draft.
"Generate offer file" - to go directly to the window for sending the offer to the customer.
Another option for using the Proposal Creator is to select “Add Proposal” in the panel and then “Create with Offer Creator.”
For more information, please contact us via chat, email: [email protected], or the form.