Every AI use case, mapped to the business.

32 use cases owners are being sold this year, sorted by where they act in a business of 5 to 100 people. Only 3 are proven in production.

Status
Pick a room to see its use cases
How we rate

Four statuses, one rule: rate the evidence, not the pitch.

Each entry gets a status for how proven it is in businesses of 5 to 100 people, and a separate rating for how strong the evidence behind that status is.

Evidence strength

StrongSeveral independent studies or large independent surveys.
ModerateAt least one independent study or credible survey, plus consistent case evidence.
ThinA handful of independent data points.
Vendor claimsOnly what sellers publish about their own products.

How an entry is made

Each entry is drafted from public sources: academic studies, regulators, independent surveys and reputable reporting. Every figure carries a numbered citation you can open. Anything a vendor says about its own product is labelled as a vendor claim.

Review and updates

Every source in this edition was opened and checked against the text in October 2026. Each entry is then signed off by a named operator and re-checked when the evidence moves. Until that sign-off, the entry is marked as a draft at the top of the page.

The full guide

All use cases at a glance

Field GuideSales & new businessAI proposal drafting

AI proposal drafting

Also called AI proposal writer, AI quote and proposal generator, AI tender writing, AI RFP response

EvidenceModerate
ClassGenerative

AI drafts proposals and tenders faster. Studies show time saved on writing, but no evidence yet of higher win rates, and invented facts are a risk.

ReviewDraft, awaiting operator review
Drafted27 October 2026
Fact-checkedEvery source opened, October 2026
Key takeaway

AI makes proposal writing faster; it has not been shown to win more work. In an MIT experiment with 453 professionals, published in Science, ChatGPT cut writing time by 40% and raised graded quality by 18%⁠. Knowledge workers using GPT-4 finished suitable tasks 25.1% faster, but were 19 percentage points less likely to get a task beyond the model's abilities right⁠. UK civil servants reported their biggest saving, 24 minutes, on drafting documents⁠. A large consultancy's AI-assisted government report contained fabricated references, and it agreed to refund part of its fee⁠.

At a glance

StatusIn pilots
What it doesDrafts proposals, quotes, tender responses and statements of work from a brief, call notes and your past documents, for a person to edit and send.
Typical costFrom $39 per user per month for one proposal tool with built-in AI writing (USD, billed annually, vendor list price, checked Oct 2026)⁠; general AI assistants can also draft
Data it needsPast winning proposals, current price lists and rates, approved case studies, standard terms, and the client's brief or call notes.
Setup effortMedium: the tools work out of the box, but building an approved library of content and prices takes real effort.
EvidenceModerate. Strong experiments on professional writing tasks and a large UK government trial; no independent study of proposal win rates.

What is AI proposal drafting?

A proposal is where a sales conversation turns into a price, a scope and terms. In a small business it is usually written by the owner or a senior person, late, by copying the last similar proposal and editing it. AI proposal drafting uses a language model to produce the first draft: a summary tailored to the client, a scope drawn from call notes, standard sections pulled from past documents, and answers to tender questions.

It comes in two forms. General AI assistants draft from whatever you paste in. Dedicated proposal and tender tools add templates, a content library, pricing tables, e-signature and tracking. Tender teams appear to have adopted it quickly: one tender software vendor reports that 92% of software-industry response teams now use AI in their process⁠. That is a vendor figure, not an independent count.

How does it work?

  • Inputs. You give the tool the client's brief or tender document, notes from discovery calls, and access to past proposals, case studies and price lists.
  • Retrieval. Better tools search your approved content library for relevant past answers rather than writing new claims from nothing.
  • Drafting. The model writes each section in your house style, fills in the client's name and needs, and suggests pricing lines from templates.
  • Review. A person checks scope, prices, dates, names and every factual claim, then edits the tone.
  • Send and track. Dedicated tools add e-signature and show when the client opened the document.

The value sits in the first draft and the repetitive sections. The risk sits in anything the model writes that is not in your sources: credentials, case study results, references and legal terms.

What it needs to work

AI drafts are only as accurate as the material you feed them, so the business needs a current, approved library of what it sells, at what price, with what proof.

  1. Your last 10 to 20 sent proposals, marked won or lost, in one shared Google Workspace or Microsoft 365 folder
  2. A current price list or rate card with the date it was last approved, plus your standard discounts
  3. Case studies with client permission and numbers you can verify
  4. Standard terms, payment terms, insurance and compliance certificates (such as B-BBEE or tax clearance) with expiry dates
  5. Written discovery notes or the client's brief for every proposal
  6. A named reviewer who signs off scope, price and every factual claim before anything is sent

Most use cases in this guide succeed or fail here, on the data underneath them, before any AI is involved.

What does the evidence show?

The evidence on writing itself is good. In an MIT controlled experiment published in Science, with 453 professionals writing realistic work documents, ChatGPT cut time by 40% and raised graded quality by 18%; weaker writers gained most⁠. A preregistered experiment with 758 knowledge workers, run with a global consulting firm, found GPT-4 users completed 12.2% more tasks and worked 25.1% faster when the task suited the model⁠. On a task outside its abilities, they were 19 percentage points less likely to be correct⁠. In customer support, a study of 5,179 agents found AI help raised output 14% on average and 34% for novices⁠. In the UK government trial, drafting documents was the largest self-reported saving by task, at 24 minutes⁠.

What we did not find is any independent study showing AI-drafted proposals win more often or lift quote conversion. Faster drafting is supported; better selling is not.

AI first draft vs proposal written by hand

Compared onAI first draftWritten by hand or copied
Time to first draftMuch faster on standard writing⁠Hours, often the owner's
Error profileConfident invented facts; outdated prices if the library is stale⁠Copy-paste errors such as the wrong client name or old prices
ConsistencyUniform house styleVaries by writer and by how tired they are
Cost modelPer user per month, or a general AI subscription⁠Senior staff time
Best forRepeatable services and tenders with standard questionsOne-off, high-value bids built on relationships

Status and evidence

StatusIn pilots
Evidence strengthModerate

Rated pilots, not production. Experiments with hundreds of professionals show measurable time and quality gains on comparable writing tasks⁠, and off-the-shelf proposal tools with public prices include AI drafting⁠. But no study has measured proposals or win rates, which is the result that matters, and the gains reverse on tasks outside the model's abilities⁠. Evidence is moderate: the writing studies are independent and consistent, but none is about proposals.

Where does it go wrong?

  • Made-up facts. A large consultancy's AI-assisted report for the Australian government cited research that did not exist and a fabricated court quote⁠. In a proposal, the same failure means invented case studies, certifications or references.
  • Bids that read well but overpromise. UK procurement guidance says supplier use of AI is allowed, warns of plausible but false statements, and suggests buyers may test capability through clarification questions, site visits or presentations⁠.
  • Lost sincerity. In a study of 1,100 professionals, only 40% to 52% saw managers as sincere when their messages used heavy AI help, against 83% for light help⁠.
  • Client data sent abroad. Pasting a client's tender or staff details into an AI service may move personal information out of the country⁠.
  • Stale prices. Drafts copy old rates and terms from old proposals unless the library is kept current.

Numbers it should move

Quote conversionThe share of quotes that turn into orders.
Response timeHow long a customer waits for a first reply.
Gross marginSales minus the cost of the goods sold, as a share of sales.

Ask the demo business

Northgate Supply is a fictional wholesale distributor of catering and packaging supplies: 28 staff, R46.6m in sales over the last year. Its data is generated for this demo, to 30 September 2026.

Fictional data
What share of our quotes turn into orders?
38%of quotes won in September

We won 38% of 1 909 quotes over the year. By rep over the last six months, the range runs from 30% to 46%.

OctNovDecJanFebMarAprMayJunJulAugSep38%
Thandi46%
Pieter35%
Aisha42%
Marco30%
How this was worked out

Quotes marked as won divided by all quotes issued, by month and by rep.

Answered in 1 msScanned 1 909 rowsFrom quotes
Want this on your own numbers, in the AI tools you already use?Book a demo

Where the data usually lives

Google WorkspaceMicrosoft 365HubSpotPipedriveXeroExcel and Google Sheets

Where the records this use case needs are usually kept in a small business. It is not a list of recommended tools.

Frequently asked questions

Can AI write a business proposal for me?

It can write a solid first draft if you give it the brief, your notes and past proposals; experiments show large time savings on similar writing tasks⁠. It cannot know your real prices, capacity or results unless you supply them, and it may invent them if you do not. Someone who knows the client should check every number and promise before the proposal goes out.

How much do AI proposal tools cost?

Dedicated proposal tools with AI start at around $35 to $39 per user per month, billed annually⁠. One lists $39 with built-in AI writing⁠; another lists $35 for an entry plan whose AI works through an external assistant integration⁠. Both are USD vendor list prices, checked Oct 2026. A general AI assistant subscription can also draft proposals, without templates, pricing tables or tracking.

Do I need a developer to use AI for proposals?

No. Proposal tools and general assistants run in the browser. The work is organisational: gathering approved proposals, prices and case studies in one place, writing a house-style template, and deciding who reviews each draft. Connecting the tool to your CRM so client details flow in is optional, and it is worth doing only once the basic process works.

Is it safe to put client information into AI under POPIA and UK GDPR?

Only with care. If client personal information goes to an AI service abroad, POPIA section 72 allows the transfer only where the recipient is bound by comparable protection, the person consents, or another listed ground applies⁠. UK GDPR has similar restricted-transfer rules, explained by the ICO⁠. Use business accounts with clear data terms and remove personal details you do not need. This is not legal advice.

Should I tell clients a proposal was written with AI?

Expect to be asked. UK public-sector guidance suggests buyers ask suppliers whether they used AI in a tender, for information rather than scoring⁠. Readers also judge heavy AI use: in one study, managers whose messages used heavy AI help were seen as far less sincere⁠. Keep the commercial substance, the price and any personal sections clearly your own.

More in sales & new business

Sources

  1. 1
  2. 2
  3. 3
    Microsoft 365 Copilot Experiment: Cross-Government Findings Report
    Government Digital Service (UK), 2025Government
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
    Proposify Pricing
    Proposify, 2026Vendor
  9. 9
  10. 10
    Generative AI at Work
    NBER Working Paper 31161 / Quarterly Journal of Economics (Brynjolfsson, Li, Raymond), 2025Study
  11. 11
    Section 72 Transfers of personal information outside Republic - POPIA
    Protection of Personal Information Act 4 of 2013 (text via popia.co.za), 2013Government
  12. 12
    International transfers
    Information Commissioner's Office (UK), 2026Government

This entry is educational. It is not legal, financial or professional advice, and it does not recommend any vendor. Figures attributed to vendors are their own claims.

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