Create your first proposal end to end

Budget about fifteen minutes the first time. Most of that is you reading and correcting the draft, which is the part that matters.

1. Create the project

1. 1

   Choose New project

   Use the New project button at the bottom of the sidebar, or New Project on the dashboard.

2. 2

   Name the project

   Use something you will recognise in a list six weeks from now, such as Acme Corp website redesign.

3. 3

   Paste the client brief

   Paste whatever the client actually sent: emails, call notes, a bullet list, a rambling paragraph. Messy input is expected and is what the clarifying questions exist to fix.

4. 4

   Add the optional details if you have them

   Client name, project type, budget range and deadline are optional, and each one measurably improves the questions and the scope.

5. 5

   Create the project

   You land on the project page with the status set to draft.

2. Answer the clarifying questions

Byteflare reads the brief and generates the questions a competent consultant would ask before quoting. Answer them in the questions panel. Each answer is stored against its question and fed into the scope request.

You do not have to answer every question, but you must answer at least one. Generating a scope with zero answers is rejected with a validation error.

3. Generate the scope

Generation streams while it runs and can take up to two minutes on a long brief. The result is a full scope: an executive summary, sections with deliverables, a pricing table, a timeline, assumptions, exclusions, client responsibilities, payment milestones, and optional add-ons.

4. Review and price

• Read the exclusions first. They are the part clients argue about, and the part the AI is most likely to under-specify.
• Check every number in the pricing table against your own rate card. The model produces estimates, not quotes.
• Delete anything you are not actually willing to deliver. An optional add-on you do not want to sell is a liability once it is in writing.

5. Preview and send

1. 1

   Open the preview

   From the project, open Preview. This is the client-facing document, without your internal notes.

2. 2

   Export or share

   Save as PDF opens your browser's print dialogue against a print stylesheet. Share creates a public link, which requires a paid plan. See Sharing, exports and client tracking.