ChatGPT is a good tool to use to help you to think through a proposal, from summarizing your discovery call to working out the scope and testing pricing options. It can even write the whole proposal for you.
But all it gives you is text, and it's up to you to turn that text into something your client can read comfortably, sign, and pay for with as little friction as possible. Better Proposals helps you turn the work you've done in ChatGPT into a professionally designed proposal your client will want to accept.
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ChatGPT is most useful for the work you do before you start writing, it's good when it comes to understanding the client needs, deciding what's included in the job, and working out what to charge. It also helps when a section isn't coming together.
Paste in your notes or the call transcript and ask ChatGPT to pull out what the client wants to achieve, their worries, and anything they said about budget or deadlines. It's a quick way to make sure nothing important gets lost before you start writing.
If a proposal takes a few days to come together, a ChatGPT Project keeps your call notes, email threads, and earlier chats about that client together, so you don't have to explain everything again every time you open a new chat.
Ask which questions you haven't asked the client yet, which assumptions you should spell out in the scope, or how you could split the work into packages. You still decide what goes in, but it's useful to get a second opinion before you commit to a number.
If you keep rewriting the same paragraph, ChatGPT can suggest a few different ways to approach it or tighten a section that's running long. Use its versions as a starting point and write the final wording yourself.
ChatGPT's limits are worth knowing before you rely on it to write a whole proposal.
ChatGPT works from the notes and details you paste in, so it can't know which of the client's concerns mattered most to them, what you've learned from similar projects, or how much flexibility you have on price. Those details are what make a proposal convincing, and they have to come from you.
ChatGPT can state prices, timelines, or facts about the client's business as if they're correct, even when they aren't. Check every figure and claim in a ChatGPT draft against your own rates and your notes before it goes anywhere near your client.
Ask ChatGPT for a proposal and the wording is usually polished but general, the kind that could have been written for any client. A proposal that reads like that makes it harder for your client to see why you're the right choice.
ChatGPT gives you words in a chat window. Turning them into a proposal means copying them into a document, formatting it, adding your branding and a price breakdown, sending it as a file, and arranging the signature and payment separately.
The way your proposal reaches your client shapes how they read it and how quickly they can say yes. Here's how the two compare from their side.
A proposal written in ChatGPT usually reaches the client as text in an email or as a Word or PDF attachment. On a phone, that means downloading the file and zooming in to read it. Questions go back and forth by email, there's no way for the client to choose between options and see the price change, and signing usually means printing the document, scanning it, and sending it back, with payment handled through a separate invoice.
Your client opens the proposal from a link, and it's designed with your branding and reads comfortably on any device. If you've included optional extras, they can select the ones they want and watch the total update. They can ask you questions over live chat while they're reading, sign with a legally binding eSignature as soon as they've decided, and pay a deposit through Stripe, PayPal, or GoCardless without leaving the page.
Once they’ve signed, they’re immediately guided through an onboarding flow where they can fill in your forms and book a kick-off call with you. Our Premium and Enterprise plans let you fully customize the onboarding process to suit each client.
How you work |
What Better Proposals gives you |
Where ChatGPT can help |
|---|---|---|
| Freelancer sending a few proposals a month | ||
| Freelancer sending a few proposals a month |
A ready-made template and eSignatures, so you can send a finished proposal on your own |
Turning your call notes into a first outline of the scope |
| Agency with several people writing proposals | ||
| Agency with several people writing proposals |
Comments and collaboration on the same proposal, and a Content Library of approved sections |
Drafting first versions of sections for different services |
| Sales team with set pricing and terms | ||
| Sales team with set pricing and terms |
Content locking on our Enterprise plan, so approved terms and pricing can't be changed |
Preparing questions for discovery calls |
| Retainer or subscription work | ||
| Retainer or subscription work |
Recurring monthly or annual payments set up when the client signs |
Planning monthly deliverables |
There’s no direct integration between ChatGPT and Better Proposals yet, but you can connect the two through Zapier. Without Zapier, you’ll move the client summary, scope, and pricing options you worked out in ChatGPT into a Better Proposals template manually. From there, you write them up into the finished proposal your client reads, signs, and pays for.
Pick one of our 260+ templates for your industry. Each one already has sections for the client's problem, your solution, scope, pricing, and next steps, so each part of what you worked out in ChatGPT has a section to go into.
Add each item from the scope you worked out in ChatGPT to the pricing table, with its price. Anything the client can choose to add on, like an extra round of revisions, can be marked as optional. Your client then selects the optional items they want, and the total updates as they do.
Merge tags are placeholders for details like the client's name and company. They fill in from the contact details you've added to the proposal, so you add the client once and their details appear everywhere you've used a merge tag.
Once you're happy with a section you'll need again, like your process or your terms, save it to the Content Library, and add it to any future proposal from the editor.
ChatGPT has a free plan, and if you just need somewhere to brainstorm, double-check a paragraph, or get unstuck, that might be enough. The free plan has usage limits, though. If you use ChatGPT for proposal prep every week, ChatGPT Plus raises those limits and adds Projects, so each client’s notes and chats stay in one place. Teams can share a workspace on ChatGPT Business, which needs at least two users.
Whichever plan you’re on, ChatGPT only covers the thinking.
You still need to turn that thinking into something your client can open, read, understand, and act on. That means designing it, laying out the pricing, sending it, and getting it signed and paid for. Better Proposals is built around that part of the process, from presenting the work properly to making it easy for your client to say yes.
Our Starter plan gives one user up to 10 proposals a month, with templates, eSignatures, payments, and tracking included. Our Premium plan adds unlimited users, 50 proposals a month, your own domain, and the AI integration. Our Enterprise plan adds unlimited proposals, content locking, and manager approvals. You can try any Better Proposals plan free for 14 days without a credit card.
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