Creating a Proposal | Proposals
Learn the three ways to input a client brief and start generating a proposal.
3 min read
What you'll learn
- The three methods for inputting a client brief
- How to select or create a client
- How auto-fill works for proposal titles
Start a new proposal
From your dashboard, click the New Proposal button in the top right. This opens the proposal creation form where you'll provide the client brief that Ergate will analyze and turn into a professional proposal.
Input methods
You can provide a brief in three ways. Choose whichever is most convenient for how you received the brief.
Paste text
The simplest option. Copy the client's brief from an email, Slack message, or document and paste it directly into the text area. This works great for most briefs.
Upload files
Drag and drop files into the upload zone, or click to browse. Ergate supports:
- File types — PDF, DOCX, and TXT
- Size limit — 10 MB per file
- Batch upload — up to 5 files at once
Ergate extracts and combines the text from all uploaded files automatically. This is ideal when a client sends their brief as an attachment.
If your file contains images or complex formatting, Ergate extracts the text content only. Make sure the key requirements are in the document text.
Fetch from URL
Paste a URL to a job posting, project brief, or any public webpage. Ergate fetches the page and extracts the relevant content. This works well for job boards, RFP pages, and shared Google Docs (set to public).
Select a client
Use the client dropdown to link this proposal to an existing client, or click New Client to create one on the fly. Linking proposals to clients helps you track win rates and revenue per client over time.
Title auto-fill
After you submit your brief, Ergate automatically generates a descriptive proposal title based on the content. You can edit the title at any time from the proposal editor.
The more detail your brief contains, the better the AI output. Even a rough, messy brief with lots of context will produce a stronger proposal than a short, vague one.
Select a template
Optionally choose a template from the Template selector. If selected, the AI enforces the template's structure when writing your proposal — combining your proven format with content tailored to this specific brief. Browse available templates or create your own.
What happens next
Once you submit the brief, Ergate kicks off the AI pipeline. You'll see a streaming progress indicator as the four stages — Analysis, Scoping, Writing, and Scoring — complete in sequence.