Does the editor autosave?

Yes. Edits save as you work, and undo and redo are available.

Is the AI assistant required?

No. It is a tool in the editor you can ignore. A person accepts or rejects every change, and accepted changes are logged.

Create from a template
From Proposals choose New proposal and pick a template.
Pick or create the customer
Search your customers or create one inline. The customer's details flow into merge fields.
Lay out the pages
Work page by page in the editor. Add, remove and reorder pages. Edits autosave.
Clean up pasted text
Pasting from Word or an old proposal? Choose Clean up and the AI assistant fixes formatting and spacing. You accept or reject every change.
Build the fee table
On the fee page, add rows from your library and set hours and quantities. See fee tables in a proposal.
Preview
Preview shows exactly what the client will see on screen and in the PDF.
Submit or send
If an approval rule matches, the proposal goes to the review queue. Otherwise, send it.

Every proposal keeps versions. Sending freezes an immutable, hashed snapshot and a PDF, so you can always show which version the client accepted.

Status tabs show drafts, in review, sent, accepted, declined and expired. Filter by customer, creator and date.

Still stuck? Email support@feebeaver.com. Professional plans get a reply within 1 business day; Firm plans get priority support.