Creating PDFs, proposals & invoices in chat Guide

The AI Assistant can produce real, finished documents right inside your chat. Describe the proposal, invoice, or PDF you need, and the assistant designs a polished file you can preview, download, and send wherever you like.

What you can create

The assistant builds professional PDF deliverables directly in the conversation, including:

• Proposals — scoped offers, statements of work, and pitch documents.
• Invoices — itemized bills with totals, dates, and payment details you provide.
• General PDFs — one-pagers, briefs, reports, and pitch decks.

Each deliverable appears in your reply as a file you can preview and download, then attach to an email or share however you normally would.

Create a PDF in three steps

1. Describe what you need. In the composer, tell the assistant the document type and the details to include — for example, "Create a PDF proposal for a website redesign for Acme Co., three phases, with a project summary and pricing table." The more specifics you give, the closer the first draft lands.
2. Let it build. The assistant designs the document and returns it as a downloadable file in the reply. You can preview it in the chat before doing anything else.
3. Download or send. Download the finished PDF to your device, or ask the assistant to send it through one of your connected apps. Anything that leaves your account shows an Approve card first, so nothing is sent until you confirm.

Tip: Type /pdf in the composer to jump straight into creating a PDF. You can also start from a suggested prompt in the Create category on the welcome screen.

Give the assistant the right details

Polished deliverables come from clear inputs. When you make your request, include the details that matter to you:

• For proposals: the client name, scope or phases, deliverables, timeline, and any pricing you want shown.
• For invoices: your business and client details, invoice number and date, line items with quantities and amounts, and payment terms.
• For any PDF: the audience, the tone, and the key sections or headings you expect.

If you already have the source material, attach it. Use the paperclip to add a spreadsheet of line items, an existing document to reformat, or notes to work from, and ask the assistant to build the PDF from what you shared.

Refine the result

Treat the first version as a draft. You can keep iterating in the same conversation until the document is exactly right:

• Ask for specific edits — "make the summary shorter," "add a payment terms section," or "reorder the phases."
• Adjust the layout or emphasis — "put the total at the top," or "add a table for the line items."
• Request a fresh take if the direction is off, and the assistant will rebuild the document.

Because the conversation keeps its context, you can refine a proposal across several messages without starting over.

Send or reuse your deliverable

Once the PDF looks right, you have a few options:

• Download it and use it anywhere you would use a normal file.
• Ask the assistant to email it or share it through a connected app. It will draft the message and show you an Approve card before anything sends.
• Keep it in the chat — files you and the assistant share stay available in the conversation's Files panel, so you can revisit or re-download them later.

Note: For complex, detail-heavy documents, choosing a more capable model from the model picker before you start can improve the quality of the layout and writing. Leaving the picker on Auto works well for most everyday deliverables.

Beyond PDFs

The same approach works for other deliverables. You can ask the assistant to build Excel spreadsheets, generate images, and create charts, dashboards, or diagrams — each returned as a file you can preview and download. Just describe what you want, and refine it in the conversation until it is ready to send.