Does it use AI credits?

Yes. The amount depends on the work. See How do credits work?

Where does Vai get the scope and fees?

From the client's Hub, their brief in People, your emails with them, your past proposals, and what you've confirmed under What you offer in Business Center, About your business.

Does Vai send the proposal to my client?

No. Vai saves it to your Library. You decide when to share it or send it for signature.

How does my client sign the proposal?

Send it for e-signature. E-signatures are on the Core plan and the Growth plan. See How do I send something for e-signature and track it?

How do I create a proposal with Vai?

Last verified 12 November 2026

Read time 3 min

Plans All plans

The short version

Ask Vai in chat to write a proposal for a client and name their Hub. Vai asks what it can't find, offers design directions, and designs the proposal in your style. It's saved to your Library under Pages. Available on every plan. Uses AI credits; the amount depends on the work.

Vai drafts a proposal from what it knows about the client and designs it in your style. You review it, change what you want, and then send it.

Before you start

Vai writes a better proposal when it has your services, fees, and terms. Check them under What you offer in Business Center, About your business. A client brief helps too. See What is a client brief, and how does Vai keep it current?

Create a proposal

Ask Vai. Open Vai from the rail and ask it to write a proposal for the client, naming their Hub or project.
Answer Vai’s questions. Vai asks what it can’t find in the Hub, the client brief, and your email, one question at a time.
Pick a direction. Vai offers two or three design directions with its recommendation first. Pick one.
Review the proposal. Vai designs the proposal and saves it to your Library under Pages. Open it and read it through.
Change anything. Ask Vai for changes in the chat, or open the page and choose Edit with Vai.

You can also share pictures or files in the chat, such as a proposal you sent before, and tell Vai to match it.

If something goes wrong

You run out of AI credits. Vai can’t finish the proposal. Top up or move to a larger credit option. See How do credits work?
A fee or term is wrong. Correct it in What you offer, or tell Vai the right amount and ask it to update the proposal.

Good to know

Vai never puts a fee or term in a proposal that it can’t find in your offer or the client’s brief. Anything it couldn’t confirm is marked for you to check.

When the proposal is ready, send it to your client to sign. See How do I send something for e-signature and track it?

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