As of 13 August 2026, AI can only partly add suitable terms and conditions to your sales proposal.

What to actually do

1. Hand it to a person

   The route this page recommends

   Someone with a licence or accountable authority has to sign this before it counts.

2. Use a tool built for this

   Second choice

3. Do it yourself

   The distant third

   A chat interface, chat-fluent skill, and roughly 1 hour until you can act on the result.

   How to actually do it

   1. Open the sales proposal, your current standard terms, pricing sheet and relevant company policies, including payment, cancellation, liability, intellectual property and data handling rules.
   2. Paste the full proposal and those source documents into the prompt, removing customer personal data and confidential information that the chatbot does not need.
   3. Add the missing commercial facts in the labelled section, including the parties, deliverables, timing, price, VAT treatment, payment milestones, customer responsibilities and intended governing law.
   4. Run the prompt and separate the generated clauses from the assumptions, [NEEDS DECISION] items and solicitor red-flag checklist.
   5. Compare every price, date, deliverable, payment rule, liability position and policy reference in the draft against your current documents, then amend the draft to remove unsupported promises.
   6. Send the proposal, source terms and AI draft to your solicitor or contract owner to check enforceability, regulatory requirements, data protection wording and conflicts with any existing customer agreement.
   7. Apply the approved wording to the proposal, record the version and obtain the required internal approval before sending it to the customer.

   Prompt

   Draft suitable terms and conditions for the UK sales proposal below. Treat this as a working commercial draft, not professional advice. Do not invent facts, promises, policies, legal rights or industry requirements. Use only the information supplied. If a necessary point is missing, write [NEEDS DECISION] and explain what decision is required.
   
   First, list the commercial assumptions you found. Then draft concise terms covering, where relevant: the parties, scope and deliverables, customer responsibilities, price and VAT treatment, invoicing and payment, timing and acceptance, changes to scope, cancellation and termination, confidentiality, intellectual property, data protection, warranties, limitation of liability, force majeure, complaints, governing law and jurisdiction. Do not include a clause unless the supplied facts support it. Make clear which terms are already stated in the proposal and which are new suggested wording.
   
   Use plain British English and numbering that can be pasted into the proposal. Highlight any clause that needs confirmation against our existing contract or company policy. End with a red-flag checklist for a UK solicitor to review, including any issue where the wording could conflict with consumer law, data protection law, sector rules or an existing master services agreement.
   
   Proposal:
   [PASTE THE FULL PROPOSAL]
   
   Commercial details and policies:
   [PASTE SCOPE, PRICES, PAYMENT RULES, DELIVERY ASSUMPTIONS, CANCELLATION POLICY, LIABILITY POLICY, DATA HANDLING, IP POSITION, GOVERNING LAW AND ANY EXISTING STANDARD TERMS]

   Open it prefilled in ChatGPT or Claude, or copy it into Gemini, which takes no prefill link.