How-toPeak Service
How do I create a proposal from a deal?
In the pipeline, on the open deal: choose a package (or “Without package”) and click “Draft proposal”. Peak assembles the draft from conversation notes, Client Brain and package, opens it in Peak Docs and marks what's still missing. Peak doesn't write free-form AI text here.
Next step
Go to pipelineDid this solve your problem?
Your rating stays in this browser for now.
Not solved? Write to us.
Prepare an email to the Peak Atlas team. Your question and the articles you have already read are included. You confirm sending it in your email app.
