Deal canvas: Proposal tab

Updated June 2026

You'll learn how to: Use the Proposal tab to draft and track every proposal version for the opportunity, with AI assistance that grounds in Research & People stakeholder data.

Time: 5-30 minutes per proposal depending on depth.

Prereqs: An opportunity open on the canvas. Ideally at least one stakeholder is on the Research & People tab, since they feed the AI proposal drafts.

Where it is

Open an opportunity on Revenue. The Deal Canvas opens. Click the third tab, Proposal.

What's on the tab

Current proposal: the most recent draft. Shown in full at the top.
Version history: every previous version, with the date created, the author (you or the AI), and a delta from the previous version.
Status: Draft / Sent / Signed / Lost. Updates automatically when an e-signature is sent or completed.
Inline actions: Generate draft (AI), Edit, Duplicate as new version, Send for signature, Download as PDF.

Generate a draft

Click Generate draft (or + New version if you already have one).

The AI generates a proposal grounded in:

Research & People: who's on the buying side, their roles, and stakeholder data.
Your authority claim and services (configured in Strategy mode).
Past proposals with similar buyers (templates and patterns from your win history).

The draft appears in the editor pane. Typical sections:

Executive summary.
Problem statement (mirroring the buyer's pain).
Proposed approach.
Scope and deliverables.
Pricing and payment terms.
Timeline.
Success criteria.
Terms.

Edit any section inline. The AI's draft is a starting point; your edits become the canonical version.

Quick revise commands

While editing, you can ask the AI to revise sections:

"Make the executive summary shorter."
"Add more detail to the timeline."
"Rework pricing to a phased payment plan."
"Tone down the urgency."
"Reference our last meeting on stage X."

The AI rewrites in place. Your manual edits where the command doesn't touch are preserved.

Version a proposal

When you've made significant changes (new pricing, new scope), save as a new version:

Click + New version (or Duplicate as new version).
A new version appears in the history with today's date.
Edit the new version freely. Previous versions stay intact for reference.

This matters when you've sent a version to the buyer and they've come back with feedback. Keep the sent version intact as an audit trail; iterate on a new version.

Send for signature

Click Send for signature. The e-signature flow opens:

Pick which stakeholders should sign (from the Research & People tab).
Set signing order if it matters (e.g. CFO signs last).
Optional: add a personal message that accompanies the signature request.
Send.

Each signer receives an email with a sign link. The Signatures section on the Check Fit tab tracks their status.

Download as PDF

Click Download as PDF. The current version exports as a PDF with your branding (configured in your avatar → Settings → Profile → Company Branding).

Use this when you want to send the proposal manually (e.g. as an attachment in a longer email thread) instead of going through the signature flow.

If something goes wrong

Symptom: "Generate draft button is greyed out." → Fix: Your plan may not include AI-drafted proposals. Check your avatar → Settings → Account. You can still build proposals manually by starting with a blank version.
Symptom: "Draft looks generic." → Fix: Two causes:
- Stakeholders on Research & People are thin (no roles). Fill them in.
- Your authority claim and services in Strategy mode are minimal. Refine them.
Symptom: "Send for signature fails." → Fix: Stakeholders need email addresses on file. Check Research & People; ensure each signer has a primary email.
Symptom: "I want to revert to an older version." → Fix: Click the older version in history > Duplicate as new version. You get a fresh version that's a copy of the old one, leaving history intact.