Drafting with AI

Once an AI client is connected, it can draft proposals directly in your workspace. The useful part is not that it writes text — it is that it writes into the real structure, using your real templates.

The guided flow

Pural ships a prompt that runs the whole thing. In Claude Code it appears as /pural:draft_proposal; other clients list it among the server’s prompts. You can pass what you already know as a brief, and it will not ask about that again. There is a second prompt for building templates — see below.

It runs in four steps:

1. Orientation. The assistant reads your workspace — your templates, your reusable blocks and your recent proposals — so it can suggest real options instead of asking in the abstract.
2. Interview. A short conversation about the client, the goal, the scope and what is explicitly out of it, the timeline, the pricing shape, and how formal the tone should be. It drills down where an answer is too thin to write a section from.
3. Outline. It presents the proposal section by section and stops. Nothing is written to your workspace until you say go.
4. Writing. It creates the proposal and adds the sections, reusing your blocks rather than rewriting boilerplate, and checks its own layout afterwards.

What it can write

Most of the proposal, including the two parts that are structured data rather than prose:

• The price table. The assistant supplies the line items — description, quantity, unit price, discounts, tax — and Pural computes every subtotal and total on read. It never writes a total itself, so the numbers cannot go stale.
• The acceptance block. Button text, the form behind it, an optional decline link and whether accepting produces a signed PDF. Its defaults are English; the assistant is told to supply the texts in the proposal’s language.
• Images. It can search stock photography and place a result, and it can reference an asset you already uploaded. See Images in a proposal.

What you still do yourself

The assistant hands the proposal back with a list of what is left. Expect these:

• Attaching the customer, if you did not give it a customer ID.
• Uploading your own images. It can place a stock photo or an asset that already exists, but it cannot upload a file into your workspace.
• Sending. Always yours, deliberately: an assistant that reads a document it did not write should not also be able to mail it to your client.

Two things to check in what it wrote

Invented facts. The prompt forbids inventing prices, dates, headcounts, client names and references, and requires a [TODO] marker where something is missing. Search the draft for [TODO] before you send it.

Braces in the text. A real placeholder showing {{customer.name}} means its value is missing — usually no customer attached yet. Text somebody typed that merely looks like one never resolves at all. Either way, braces in a proposal you are about to send are something to fix.

Building a template instead

The second prompt, /pural:draft_proposal_template, builds a reusable proposal template rather than one proposal. Same four steps, different questions — there is no client to ask about, and that is the point:

• Which sections this kind of offer always needs, as opposed to the ones you would rather add case by case.
• Where the content comes from: your own words, one of your reusable blocks, or a page of your own website. Give it URLs — your services page, your process page — and it reads them as source material to rewrite, not to paste.
• What the price table has to be able to express: unit positions, a rate per hour or day, an optional add-on, a note row, a discount. It builds one example of each so the shape is there when you fill in the real numbers.
• How acceptance works: the button text, which fields the form asks for, whether a decline link is offered, and whether accepting has to produce a signed PDF.

Everything that would differ per client becomes a placeholder rather than text. Afterwards, check the template for the opposite failure: a client detail written out as literal text reads perfectly well and is invisible until it reaches the wrong client.

Working without the guided prompt

You do not have to use the prompt. You can simply ask the assistant to read a proposal, rewrite a section, reorder things or copy a structure from an earlier proposal, and it has the tools for that. The prompt exists because the failure mode of AI-written proposals is almost never bad prose — it is missing input.