How to review an AI-drafted proposal
Check the proposal line by line against the source notes and any approved quote. For each scope item, price and date, decide whether it is agreed, still open, or inconsistent with the source. Correct inconsistencies and resolve open items with the person responsible before sharing the proposal.
Try it on your own task
- Put the draft beside the latest notes and any approved commercial terms. Flag conflicting sources for review.
- Compare deliverables, exclusions and dependencies first. Mark anything that the draft added or quietly omitted.
- Check every amount, date and condition. Separate a date the client requested from a date your team agreed to.
- Once a person resolves the open items, reread the final draft and make sure its summary and detailed terms agree.
Worked example
Fictional scenario
- Source
- A print studio agreed to prepare one brochure proof. The client requested a Monday handover, but the studio had yet to confirm. The approved quote lists €240 for the proof only.
- Before review
- For €240 we will send two proofs and print the brochures by Monday.
- After review
- The €240 quote covers one brochure proof. Printing is outside this quote. The requested Monday handover is pending confirmation.
Check your result
- Can you trace every commitment to the notes or an approved quote?
- Are the deliverables and exclusions consistent throughout the proposal?
- Have the people responsible confirmed unresolved prices and dates before you share the proposal?