Sensra generates proposal drafts from your intake context, but the AI output is always a starting point — not a finished document. This article explains the review step and why it matters.
Why review before approving?
Review keeps you in control. An AI-generated scope can look polished while still misreading budget constraints, missing a dependency, or phrasing an assumption in a way that creates client confusion. The review step is where you catch and correct those gaps before they reach the client or become tasks.
What a proposal draft contains
A generated proposal document typically includes:
- Scope sections: The deliverables broken down into reviewable chunks.
- Assumptions: What the proposal assumes to be true that would change the scope or price if wrong.
- Timeline: The project timeline and key sequencing.
- Investment summary: Pricing or estimate tied to the scope.
- Client responsibilities: What the client must provide for the project to move forward.
How to review a draft
- Open the proposal document from the project view.
- Read each scope section and confirm it matches what you intend to deliver.
- Edit any section that needs adjustment — wording, scope, pricing, or assumptions.
- Check the assumptions list. Add any the AI missed; remove any that do not apply.
- Confirm client responsibilities are accurate and complete.
- When the document accurately reflects the engagement, mark it Approved.
What approval unlocks
Approval is the boundary between draft and active project work. Once a proposal is approved, you can:
- Create a client-facing proposal link to share for acceptance.
- Draft a scope of work from the approved proposal context.
Task generation happens from an approved scope of work, not directly from the proposal. You can regenerate a draft if the first pass is too far off, but always review the new version before approving.
Editing after approval
If you need to make changes after approving, re-open the document and make edits. Significant scope changes after task generation should be reflected in the task board manually to keep the two in sync.