What is the AI document assistant in QuoteCloud?

It's AI Co-Worker, built into the QuoteCloud document editor. Ask it in plain words and it drafts proposal content, such as introductions, value propositions and executive summaries, rewrites existing content, and turns information from other sources into ready-made Content Blocks like itineraries and pricing tables. You don't switch apps or copy and paste between tools.

What can I ask AI Co-Worker to do?

Write a section from a brief or your call notes, improve or rewrite existing content, make it shorter or longer, change its tone, create a value proposition or executive summary, and change a pricing table in plain words, for example adding a product from your catalogue, making an item optional or letting the client change a quantity, with undo. You can also attach a file, such as call notes, for it to work from.

Can it turn notes, emails or price lists into a proposal?

Yes. Paste or attach rough material, such as call notes, a supplier's rates from an email or an airfare search, and AI Co-Worker rebuilds it as client-ready Content Blocks: an introduction in the tone you chose, a pricing table with quantities, tax and a total, or formatted itinerary segments.

How do I keep AI content on-brand?

Set it once in AI Co-Worker's settings. Choose a tone (neutral, friendly, professional, concise, persuasive or technical), add Assistant Rules such as "always mention our 30-day price hold" or "avoid jargon", and describe your business in About You. Every rep's drafts then start from the same voice, and your templates and content library keep the layout and branding consistent.

Does anything go out without being checked?

No. AI-generated content is flagged in the document until a person accepts, edits or rejects it, so your team has the final say on every block before the proposal is sent. AI Co-Worker enhances your team rather than replacing it, and like any AI it can make mistakes, so check important details.

Can it translate a proposal into another language?

You can ask AI Co-Worker to rewrite a section for a different audience, including in another language, and review the result like any other AI content before you insert it. If you sell into several languages regularly, book a demo and we'll show you the best way to set this up for your team.

Which industries get the most from AI Co-Worker?

Any team that writes a lot of proposals and quotes. Travel agencies use it to turn GDS and airfare searches into itineraries, agencies and IT services to draft scopes and value propositions from discovery notes, and trades and events teams to turn supplier rates into priced tables in minutes.

How do I try AI Co-Worker?

Start a free 14-day trial with no credit card required and open AI Co-Worker from the document editor. Hand it your next brief, review what it builds and send it. You can also book a demo to see it working with your templates, content library and product catalogue.

Ask for a section. Get it in your document.

AI Co-Worker drafts, rewrites and prices proposal content inside the QuoteCloud editor. Your team reviews every block before it goes out.

Start free 14-day trial Book a demo

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Try it: type a request, or tap a suggestion.

Proposal · BW-0219Kestrel Physio website rebuild

IntroductionAI content · reviewAccepted

Thank you for your time on Monday, Amira. Kestrel Physio has grown to three clinics, and your website needs to keep up: online booking that works on a phone, a clear page for each location, and a site your front desk can update without calling us. This proposal covers a six-week rebuild, live before your Brisbane clinic opens on 1 July.

Empty section. Ask AI Co-Worker to draft it.

Tone · Professional

InvestmentAI change · reviewAccepted

Discovery & content workshop1$2,400

Design, 14 page templates1$9,800

Build, booking integration & launch1$15,200

Total ex GST$27,400

AI Co-Worker

discovery-call.txtWrite the introduction from my call notes

Here's a draft, in a professional tone:Thank you for your time on Monday, Amira. Kestrel Physio has grown to three clinics, and your website needs to keep up…Inserted into Introduction

AI Co-Worker can make mistakes. Check important info.

The AI drafts. Your team decides.

Three steps from a messy brief to a proposal you're happy to sign off.

1
Hand it the brief

Paste call notes, an email or a supplier's rates, or attach the file.
2
It builds Content Blocks

Introductions, pricing tables and itineraries, formatted and in your document.
3
You review every block

AI content stays flagged until someone accepts, edits or rejects it.

A co-worker for every part of the proposal.

From the first line to the last price, in plain words.

Set the voice once.

Tone, Assistant Rules and About You keep every rep's drafts on-brand.
Rewrite in a click.

Shorter, longer, warmer or sharper, without starting again.
Speak your client's language.

Translate a section for an overseas client, then review it like any draft.
Change the pricing in plain words.

Add a product from your catalogue, make an item optional or let the client set a quantity, with undo.
Pricing tables
Paste the mess. Get finished blocks.

Airfare searches become itineraries, supplier rates become pricing tables, notes become an introduction.
More about AI Co-Worker

From scribbled notes to client-ready.

Drag across to see what AI Co-Worker made of one discovery call.

Drafted by AI Co-Worker · Professional

Introduction

Thank you for your time on Monday, Amira. Kestrel Physio has grown to three clinics, and your website needs to keep up: online booking that works on a phone, a page for each clinic and its team, and opening hours your front desk can change in minutes. This proposal covers a six-week rebuild for $27,400, live before Brisbane opens on 1 July, with an optional care plan to keep it fast and secure.

Minutes, not an afternoon
Start from a solid draft instead of a blank page.
Every rep sounds like your best one
Shared tone and rules, so quality doesn't depend on who wrote it.
Nothing unchecked goes out
Review flags stay until a person signs off each block.

Start free 14-day trial Book a demo

Ask for a section. Get it in your document.

The AI drafts. Your team decides.

Hand it the brief

It builds Content Blocks

You review every block

A co-worker for every part of the proposal.

Set the voice once.

Rewrite in a click.

Speak your client's language.

Change the pricing in plain words.

Paste the mess. Get finished blocks.

From scribbled notes to client-ready.

Introduction

Minutes, not an afternoon

Every rep sounds like your best one

Nothing unchecked goes out

Rated, secure and in business since 2013.

Questions, answered

Hand your next brief to your AI Co-Worker.

For your industry

Information

Templates

Compare

Getting Started

Ask for a section. Get it in your document.

Hand it the brief

It builds Content Blocks

You review every block

Set the voice once.

Rewrite in a click.

Speak your client's language.

Change the pricing in plain words.

Paste the mess. Get finished blocks.

Introduction

Minutes, not an afternoon

Every rep sounds like your best one

Nothing unchecked goes out

Rated, secure and in business since 2013.

Questions, answered

What is the AI document assistant in QuoteCloud?+

What can I ask AI Co-Worker to do?+

Can it turn notes, emails or price lists into a proposal?+

How do I keep AI content on-brand?+

Does anything go out without being checked?+

Can it translate a proposal into another language?+

Which industries get the most from AI Co-Worker?+

How do I try AI Co-Worker?+

Hand your next brief to your AI Co-Worker.