AI Assistant for Editing
Your AI helper for perfecting quotes - get smart suggestions for content, pricing, and organization while you edit.
Overview
The AI Assistant is like having a smart colleague looking over your shoulder while you edit.
Finding the AI Assistant
Look for the AI button in the bottom right while you're editing a quote. It's always there, ready to help with whatever you're working on.
The assistant is context-aware - it knows what you're editing and can make specific suggestions.
What the AI Assistant Does
It Knows Your Current Quote AND Your Context
The assistant has access to:
- Your current quote and all its details
- Current intro and outro content
- All quote items, sections, and organization
- The same context quotes that were used when generating this quote (if any)
This means the AI assistant understands your pricing patterns and style from the historical quotes you selected. It's like the assistant was there when the quote was first created and remembers what examples you used to teach it your preferences.
For quotes created with AI generation, the assistant maintains that same context. For manually created quotes, the assistant focuses on the current quote content.
Types of Help You Can Get
Content Help
- Make descriptions more client-friendly
- Add benefit statements to justify pricing
- Improve the professional tone to match your established style
- Expand brief descriptions with details consistent with your context
Pricing Help
- Suggest pricing that matches your historical patterns (when context is available)
- Break complex items into components
- Recommend optional add-ons based on your style
- Help with pricing structure and presentation
- Adjust pricing to match the patterns from your context quotes
Organization Help
- Reorganize items into logical sections
- Suggest what should be required vs. optional
- Create multi-choice groups from alternatives
- Improve the overall flow
How to Ask for Help
Be Specific About What You Want
Instead of: "Make this better" Try: "Make this description more client-friendly and less technical"
Instead of: "Fix the pricing" Try: "This client has a tight budget - suggest ways to make this more affordable"
Getting Better Results
Give context when you can:
- Mention the client industry
- Note any budget constraints
- Explain timeline requirements
- Share complexity level needed
Work iteratively:
- Start with broad improvements
- Refine specific parts
- Test in preview mode
- Make final tweaks manually
When to Use the Assistant
Great For:
- Content writing when you need fresh ideas that match your style
- Pricing adjustments that stay consistent with your patterns
- Professional presentation improvements based on your established approach
- Client communication enhancement using your proven language
Less Useful For:
- Simple data entry
- Basic math calculations
- Final proofreading (your eyes are better)
- Highly specialized technical content
Remember: The AI is smart, but you know your business best. Always review suggestions and use your judgment.
Quick Tips
- Be specific in your requests for better results
- Try multiple approaches if the first suggestion isn't perfect
- Combine AI suggestions with your expertise for best results
- Save frequently while making changes
Most people find the AI assistant saves them time once they get comfortable with it!
Next Steps
After mastering the AI assistant:
- Perfect your publishing workflow → Publishing & Sharing
- Review manual editing techniques → Manual Quote Editing
- Explore AI quote generation → Creating Quotes with AI
- Understand the complete workflow → Quote Basics & Workflow