When you are writing a proposal or a contract in CRM, AI Assist can draft a fresh section for you, or rewrite one you have already started — professional, concise prose that you own, edit and approve. This flow is live today, and it is the one place AI is metered when your organisation runs on the platform key.
Before you start
- You need permission to edit the record: crm.proposals.update for a proposal, or crm.contracts.update for a contract. If you cannot edit it, you cannot draft it.
- Have the proposal or contract open. The prompt draws on its client, company and deliverables automatically, so the more complete the record, the sharper the draft.
- Understand that the result is advisory only. AI never posts, sends or finalises anything — a person always reads and edits before it counts.
- If your organisation is metered and out of AI credits, the action is blocked with an “AI budget exhausted” message. See Manage AI credits and budgets.
Steps
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Open the proposal or contract and go to the section you want to write.
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Select Draft with AI on the section.
[screenshot: proposal section with the Draft with AI action]
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Enter a Section title (required) — for example “Scope of work” or “Terms and conditions”.
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Choose the mode: Draft for fresh prose, or Rewrite to improve the current text.
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If you chose Rewrite, the section’s current body is passed in so AI works from what is there.
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Optionally add a short Instruction (up to 500 characters) — for example “keep it to three short paragraphs” or “emphasise the support SLA”.
[screenshot: AI draft panel with Section title, mode toggle and Instruction]
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Select Generate. The request flows through the platform AI gateway, which applies guardrails, picks the provider and meters the call where applicable.
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Review the returned text, marked advisory only, then edit it in place and save the section.
[screenshot: advisory draft returned into the section editor]
Result
The section is populated with an AI-drafted starting point that you have reviewed and edited. Where the call ran on the platform key, its cost is debited from your AI credits once and shown in the response’s usage summary; on your own key or the offline advisory provider, nothing is charged. The record itself only changes when you save your edits — AI never commits anything on your behalf.