{"id":18658,"date":"2025-01-10T06:08:50","date_gmt":"2025-01-10T11:08:50","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18658"},"modified":"2026-05-17T06:34:24","modified_gmt":"2026-05-17T11:34:24","slug":"how-to-edit-your-why-us-section-on-proposal-ai","status":"publish","type":"post","link":"https:\/\/bookipi.com\/au\/guides\/how-to-edit-your-why-us-section-on-proposal-ai\/","title":{"rendered":"How to edit your Why Us section on Proposal AI"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to edit the AI-generated \u201cWhy Us\u201d section of your proposal.<\/h2>\n<h2 id=\"h_142755a4af\">How to edit your Why Us section on Proposal AI<\/h2>\n<p class=\"no-margin\">Follow the simple steps below to learn how to edit the AI-generated \u201cWhy Us\u201d content in your proposal.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_db7bb276ca\"><b>Step 1: <\/b>Click <b><i>\u2018Proposal AI\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Click on <b><i>\u2018Proposal AI\u2019<\/i><\/b> either from the dashboard or the left panel of the screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/87430adb029f099eb4b721be60252eb016fe03dc5413d194ae01d75721873123.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_c8494bf542\"><b>Step 2:<\/b> Click<b><i> \u2018+ Create\u2019 <\/i><\/b>or open a draft proposal.<\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018+ Create\u2019 <\/i><\/b>to start a new proposal, or choose a draft from your list.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a74179874be5ab7b3092792b96107927b4aae9d7625f23e2595b7e1ff75e146b.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_1fdc2283cf\"><b>Step 3:<\/b> Add items.<\/h3>\n<p class=\"no-margin\">When creating a new proposal, you will first be asked to add your items. You can either choose from your existing list, create a new one, or add them later.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c25526e186c7a18c91364a40c54abb20cb2bbc919e29339938f78b3c2d19b333.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Next, select either<b><i> \u2018Use my website\u2019 <\/i><\/b>to pull information from the website you have already created with our website builder, or<b><i> \u2018Create new\u2019<\/i><\/b> to add new details for your proposal.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/208c491c5b16f205fb7d11a9c585e3910fdd6cb8e9d41d78685dc3b45acced44.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_a65d286e0d\"><b>Step 4: <\/b>Fill in the information.<\/h3>\n<p class=\"no-margin\">If your business information is not fully set up, you\u2019ll need to complete the setup so the AI can gather the necessary details to generate your business proposal for your customer.<\/p>\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/a6baa50655772bfbdff057e57c7a28ca80e7bd90ebc0d172979b5eb4f19d7c46.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_e263cea859\"><b>Step 5: <\/b>Click<b><i> \u2018Edit content\u2019 <\/i><\/b>under the <b><i>Proposal content<\/i><\/b> section.<\/h3>\n<p class=\"no-margin\">In the <b><i>Proposal <\/i><\/b>tab, click the <b><i>\u2018Edit content\u2019<\/i><\/b> button located in the <b><i>Proposal content<\/i><\/b> section on the left panel.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/70b1adebca1bef3455210bb101b27033ee7467b90c1605d2f0c64f92bd6ec29e.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_895a68fbf4\"><b>Step 6:<\/b> Select <b><i>\u2018Why us\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Select<b><i> \u2018Why us\u2019<\/i><\/b> from the available drop-down menus.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/4b4a2e2fc80c4cacbb849d4fa4b9b684326c30ac689d5786517c4e387124f2b7.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Alternatively, you can click directly on the sections on your proposal, and it will take you to the editing area in the left panel of your screen.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/1a3382054084feb7ba2ee78d22efca5191ca83947dc9a3c17209e0fd4644e4d1.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 8\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_2932fbb059\"><b>Step 7: <\/b>Edit the content.<\/h3>\n<p class=\"no-margin\">Edit the heading and description for each <b><i>\u2018Why Us\u2019<\/i><\/b> point in the left panel as needed.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/946cb62fa78d6c6a2626ff8660bb83853b85464e94ec942d60456ae2ef963e02.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 9\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">You can also choose to include or exclude any point by toggling the button.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/b4300f72bd3fc6efd6381ecaa1e95f5e610c66ef35270d7fb576a79914419b0f.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_60a3d3c3dc\"><b>Step 8:<\/b> Click<b><i> \u2018Save\u2019.<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Save\u2019<\/i><\/b> in the top right corner of your proposal to save your changes.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/589c7dd6c0d50d7517419e6a09038d52173b209b666359120f4db9414b8e3ee5.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_abde4e2186\"><b>Step 9:<\/b> Click <b><i>\u2018Send\u2019<\/i><\/b>.<\/h3>\n<p class=\"no-margin\">Check all the details of the proposal before sending it to your customer. When you are ready, click<b><i> \u2018Send\u2019<\/i><\/b> in the top right corner to submit it.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/01\/c61c22be14615f7cf74d2d4e25fc933f6588b863a5abd355793bd2fabf50a720.png\" width=\"1569\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to edit your Why Us section on Proposal AI - 12\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h2 id=\"h_c506d1af10\">FAQ:<\/h2>\n<h3 id=\"h_0f8758ba92\">Q: How many proposals can I create with the free plan?<\/h3>\n<p class=\"no-margin\">A: With the free plan, you can create up to 3 documents per month. This limit is shared across all document types, including invoices, estimates, eSign documents, and others.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_1afeaf34f8\">Q: How many \u2018Why Us\u2019 points can I include in my proposal?<\/h3>\n<p class=\"no-margin\">A: Currently, you can include a maximum of three points in your <b><i>\u2018Why Us\u2019<\/i><\/b> section of your proposal. If you prefer to have fewer, you can toggle off the additional ones.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_eae65af677\">Q: Can I use Bookipi proposals on the mobile app?<\/h3>\n<p class=\"no-margin\">A: The Bookipi Proposal feature is currently only accessible through the web version and is not available in the mobile app. <\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_25bb6da36b\"><b>Discover more tutorials for Bookipi Invoice Web App<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice web app with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Bookipi Invoice guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Want to send invoices easily? Download the <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a> and check out our Bookipi Invoice <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<p class=\"no-margin\">\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to edit the AI-generated &#8220;Why Us&#8221; section of your proposal.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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