Create Proposals with AI
Zephior’s Proposal Generation feature lets you create complete proposal documents — Word, PowerPoint, or PDF — through a conversational AI assistant. The assistant has direct access to your Library and can pull verified answers, format content, and produce publication-ready documents.Proposal Generation is available in both Library entries and Projects. The assistant can reference your entire knowledge base to produce accurate, cited content.
How It Works
Open the Proposal Editor
Click to start a proposal session from any Library entry or Project. Zephior prepares a workspace in the background so you can start immediately.
Chat with the Assistant
Tell the assistant what you need. It can search your Library, draft sections, format content, and iterate based on your feedback — all through natural conversation.
Review and Refine
Preview generated documents in the built-in viewer. Ask the assistant to make changes, adjust formatting, or add sections.
What the Assistant Can Do
Content
- Draft sections based on your Library content with accurate citations
- Answer specific questions by searching your knowledge base
- Write executive summaries, cover letters, and compliance narratives
- Translate entire documents or specific sections into other languages
Formatting & Design
- Apply consistent fonts, headings, colors, and spacing
- Create tables, charts, and diagrams
- Add headers, footers, logos, and signature fields
- Adapt to any document structure or template you describe
Multi-Format Output
- Word (.docx) — Structured proposals with full formatting control
- PowerPoint (.pptx) — Presentation decks with slide layouts
- PDF — Final-form documents ready for submission
Team Collaboration
Multiple team members can participate in the same proposal session simultaneously. Each person’s messages are attributed by name so the assistant knows who is asking. The session stays active as long as anyone is working in it.Pause and Resume
You can pause a session at any time. Your workspace is saved automatically, so when you resume — even hours or days later — everything picks up exactly where you left off. This includes all generated documents, conversation history, and assistant context.Organization Memory
The assistant remembers your organization’s preferences across sessions:- Company name, industry, and key facts
- Preferred tone, formatting rules, and terminology
- Recurring instructions (e.g., “always include a compliance section”)
Custom Skills
Your organization can create custom skills — reusable instructions that teach the assistant specific workflows. For example:- A skill for generating proposals in your company’s standard template
- A skill for producing compliance responses in a specific regulatory format
- A skill for translating and localizing documents for different markets
Credit Usage
Proposal generation consumes credits based on the length of the conversation. Each message exchange uses a small amount of credits proportional to the response length. You can monitor your credit usage in Settings → Billing.Tips for Best Results
Be specific about what you need
Be specific about what you need
Instead of “write a proposal,” try “write a 3-page security compliance response covering our SOC 2 controls, data encryption, and incident response procedures.”
Build your Library first
Build your Library first
The assistant’s responses are only as good as the knowledge available. Upload your best past proposals, compliance docs, and product documentation before starting.
Iterate in conversation
Iterate in conversation
You don’t need to get everything right in one message. Start with a rough draft, then ask the assistant to refine specific sections, adjust tone, or add details.
Use organization memory for consistency
Use organization memory for consistency
Tell the assistant about your preferences once — it will remember them for future sessions. This saves time and ensures consistency across proposals.