Forum Discussion

Torsten_Damberg's avatar
Torsten_Damberg
Copper Contributor
Jun 12, 2024

How to help generating a proposal with copilot?

Hi all, I want copilot to assist me, writing a proposal. The requirement is the following: 1) I have a pool of documents (example proposals that are quite similar to the one a want to create, some...
Nicboo227's avatar
Nicboo227
Copper Contributor
Sep 25, 2024
Hi Torsten, I was just curious if you’ve found a solution for getting Copilot to create proposals? I’m looking into a similar case right now.
HelloBenTeoh's avatar
HelloBenTeoh
Bronze Contributor
Sep 26, 2024
Hi Torsten, I was just curious if you’ve found a solution for getting Copilot to create proposals? I’m looking into a similar case right now.

Nicboo227 hey, we're several months in and there have been some updates. My go-to is using Business Chat in Teams. I'd also tackle this as a multi-turn prompt, with some specifics.

 

In this example, I have the client's requirements in a RFP, I have a summary of our services, and two past proposals all saved to SharePoint/OneDrive.

 

I'd start with a prompt similar to.

 

Act as a pre-sales agent. Today we're going to create a proposal for a client based on their requirements in ther RFP document. We'll also use our adoption and change management service offering document to make sure we match their requirements. Then we'll use two previous proposals as templates for the new one. I'll share the documents with you next. Please tell me when you're ready for the docs.

 
Then, it will confirm and I'll share the docs:
 
Ok, first - here is their RFP [file]our change offering is[file] and the two examples are [file] and [file]. Before you begin creating the proposal, confirm the task with me.
 
It'll confirm the process and likely give you a short summary of each file. That way you know it has picked up the files. It'll likely ask you to proceed. Next, I'll prompt:
 
Yes, let's begin the process. We'll work through the structure of the document one section at a time.
 
This way I can guide it as I go, or you can just see what it produces. But play around with it and see how you go. You could be more specific and guide it more, but this should get you started.

Resources