Growing Your Catalog with AI
When the AI uses items not in your catalog, add them with one click.
What you'll learn
- ✓How the AI flags items not in your catalog
- ✓Adding suggested items to your catalog with one click
- ✓Adding all suggestions at once
- ✓Why catalog prices make future proposals more accurate
Generate a proposal with AI
Create a new proposal as usual and let the AI generate the equipment list. When the AI includes items that are not in your equipment catalog, it marks them with [CUSTOM] and uses an estimated market-rate price.
Review the suggestion bar
After generation, if any items weren't found in your catalog, an amber suggestion bar appears on the Review step. Click it to expand a list of new items with their category, unit, and AI-suggested price.
Pro tip: The suggested price is based on market rates — you can adjust it to your actual rate after adding to the catalog.
Add items to your catalog
Click "Add to Catalog" on any individual item to save it, or click "Add all" to save everything at once. Items are added to your catalog immediately with the AI-suggested price as a starting point.
Future proposals use your exact prices
Once items are in your catalog, the next time the AI generates a proposal that needs them, it will use your catalog price instead of an estimate. Your catalog becomes more complete with every proposal you generate.