โ† All recipes
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.

โฑ Time saved: Proposal response time cut by 80% (per source)

Steps

  1. Keep past proposals and service descriptions in one folder.
  2. Ask Copilot to draft a new proposal from the client's request using those files.
  3. Edit pricing and scope yourself.
  4. 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)

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