Consultant / Small services firmQuotes & proposalsMicrosoft 365 Copilot
Answer requests for proposals faster
Who did it: Industrialized Construction Group (ICG)
A newly launched construction consultancy used Copilot to streamline proposals, onboarding, marketing and financial reporting.
โฑ Time saved: Proposal response time cut by 80% (per source)
Steps
- Keep past proposals and service descriptions in one folder.
- Ask Copilot to draft a new proposal from the client's request using those files.
- Edit pricing and scope yourself.
- Send and save the final version for next time.
The prompt
Example prompt written by FirstAIWin to match the documented task โ not the original user's words. Replace the [brackets].
Using our past proposals in [folder] and this client request: [paste], draft a proposal with: understanding of the need, our approach, deliverables, timeline, and assumptions. Leave pricing as [TBD].
Source: Microsoft customer story (Vendor case study)