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Prepare Client Proposals

Prepare a branded proposal for partner review online with applied office colours and fonts and sharing enabled so the …

2heights
2tasks
1roles do it
See the prompt↓More template workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Prepare a branded proposal for partner review online with applied office colours and fonts and…+
Prepare a branded proposal for partner review online with applied office colours and fonts and sharing enabled so the partner can comment before final approval next Wednesday.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before sending to the partner reviewer, reduce rounds: apply brand styles, move the commercial…+
Before sending to the partner reviewer, reduce rounds: apply brand styles, move the commercial summary to the front, add comment prompts where we want feedback, and set review permissions so the partner can annotate but not edit brand elements.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Prepare a branded client-facing proposal that a partner can review online and comment on before final approval.

Who does this

1 roles
Architectural Project Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Canva — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.