Use AI to change client message inside a proposal. Even though you can Edit it, using AI for it would be very beneficial. Just ask the bot what to write and boom.
Hi all, this feature request got completed on July 7th. You can open the AI from any screen (yes, even the proposal screen), and tell it to modify the client message however you’d like. You can tell it to include/exclude scope from the message, change the wording to be more serious/friendly, use bullets/numbers, whatever you need. Justin with Handoff hello@handoff.ai
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Aug 4, 2025
PinnedHi all, this feature request got completed on July 7th. You can open the AI from any screen (yes, even the proposal screen), and tell it to modify the client message however you’d like. You can tell it to include/exclude scope from the message, change the wording to be more serious/friendly, use bullets/numbers, whatever you need.
Justin with Handoff
hello@handoff.ai