Which Workspace369 plans include the new proposal editor?

Every plan. The cover designs need Specialist, Commander or Enterprise.

What does the client see of the cover and layout?

The cover shows at the top of the proposal your client opens and on its PDF. Clients see the same layout on the proposal page and in the PDF.

Can an AI assistant build a proposal for me?

Yes. An AI app connected to Workspace369, such as Claude or ChatGPT, can build or restyle one, writing and reordering sections, adding images and setting the theme. Changes show live in your editor.

How do I connect an AI assistant for proposals?

Go to Settings → AI connections to connect an app, then ask it to build a proposal. Covers and page backgrounds it sets need Specialist or higher.

Proposals & contractsWorkspace AI

A new proposal builder with cover pictures, and your AI assistant can design proposals

Build proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you.

Cut-paper illustration: an open portfolio with layout blocks lifting off the page and a fan of cover designs.

A cleaner proposal editor with an easier block picker

The proposal editor has a cleaner toolbar, a modern block picker where the plus between blocks adds a block where you click, and drag and drop that holds steady. One shared color picker is used across the app. Clients see the same layout on the proposal page and in the PDF.

Where to find it: Proposals
create or open a proposal
Open in the app
Plans: Every plan
Learn more: Proposals Proposal software for agencies Create and send a proposal

Pick a cover for your proposal

Choose a cover opens 18 ready-made banner designs, or you can upload your own image. The title can sit on the image or below it for a more editorial look. The cover shows at the top of the proposal your client opens and on its PDF.

18 banner designs plus your own image
Title on the image or below it

Pick a ready-made banner for your proposal, then choose whether the title sits on the image or below it. Example data.

Where to find it: Proposals
open a proposal
Choose a cover
Open in the app
Plans: Specialist and up
Learn more: Proposals Create and send a proposal

Design proposals with your AI assistant

An AI app connected to Workspace369, such as Claude or ChatGPT, can now build or restyle a proposal for you. It can set the theme, write and reorder sections, add images, save a proposal as a reusable template and change your proposal defaults. Changes show up live in the editor you see in Workspace369. Covers and page backgrounds need Specialist or higher.

Where to find it: Settings
AI connections to connect an app, then ask it to build a proposal
Open in the app
Plans: Every plan
Learn more: AI connections (MCP)Proposals

Quick answers

Which Workspace369 plans include the new proposal editor?: Every plan. The cover designs need Specialist, Commander or Enterprise.#
Where do I choose a proposal cover?: Open a proposal under Proposals and choose Choose a cover. It opens 18 ready-made banner designs, or you can upload your own image. Covers are on Specialist, Commander and Enterprise.#
What does the client see of the cover and layout?: The cover shows at the top of the proposal your client opens and on its PDF. Clients see the same layout on the proposal page and in the PDF.#
Can I put the proposal title on the cover image?: Yes. The title can sit on the image or below it for a more editorial look.#
Can an AI assistant build a proposal for me?: Yes. An AI app connected to Workspace369, such as Claude or ChatGPT, can build or restyle one, writing and reordering sections, adding images and setting the theme. Changes show live in your editor.#
How do I connect an AI assistant for proposals?: Go to Settings → AI connections to connect an app, then ask it to build a proposal. Covers and page backgrounds it sets need Specialist or higher.#

All release notes Subscribe to the feed