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The Builder: The Right Panel

Last updated on Nov 02, 2026

Overview

The right panel holds your document-level tools and settings. From AI editing to recipients, themes, layout, evaluation, analytics, and team comments, everything you need beyond adding content lives here.

Each tab is an icon on the right side of the builder.

AI Agent

The AI Agent tab opens the built-in AI assistant inside the builder. Use it to edit, rewrite, or improve your content without leaving the page.

  1. Click the AI Agent icon on the right panel.

  2. Type your instruction, for example “make this section more concise”, “rewrite this in a formal tone”, or “expand this paragraph with more detail”.

  3. Review the suggestion the AI generates.

  4. Click Accept to keep it or Discard to drop it.

Quick Edits

Quick Edits are ready-made actions for common tasks, so you don’t have to type a prompt. Options include:

  • Make it shorter

  • Make it longer

  • Improve writing

  • Fix grammar

  • Change tone

  • Simplify language

  1. Select the text or block you want to change on the canvas.

  2. Open the AI Agent panel.

  3. Click a Quick Edit option.

  4. Review the result and accept it.

Recipients

The Recipients tab is where you add and manage the people who receive your document.

  1. Click the Recipients icon on the right panel.

  2. Enter the recipient’s name and email address.

  3. Assign them to the relevant recipient fields in your document.

  4. Click Save.

If your document has more than one recipient field, such as a primary contact and a secondary signer, you can assign a different person to each field.


When your document is ready, click Send in the top bar to share it. Learn more in Sharing and Sending Your Document.

Themes

The Themes tab controls the visual look of your document.

  1. Click the Themes icon on the right panel.

  2. Customize any of the following:

    • Colors: your brand color palette

    • Fonts: heading and body typography

    • Cards: card design elements

    • Blocks & Contents: content block styles

    • Buttons & Links: button and link appearance

    • Images: how images display

    • Page Background: a color, pattern, or image


Learn more in Customizing Your Theme.

Layout Settings

The Layout Settings tab adjusts the page layout. The options depend on whether you’re working on a document or a presentation.

For documents:

  • Page size

  • Page margins

  • Page orientation

  • Content width

For presentations:

  • Slide size

  • Slide orientation

  • Custom layout options

  1. Click the Layout Settings icon on the right panel.

  2. Adjust the settings for your document type.

  3. Your changes apply to the canvas in real time.

Card Headers & Footers

Add consistent headers and footers across every page of your document. They’re ideal for your logo, company name, page numbers, or legal disclaimers.

  1. Open Card Headers & Footers.

  2. Add your content, such as a logo, company name, or custom text.

  3. Upload any images you need for the header or footer.

  4. Click Save to apply it across all pages.

Evaluate

The Evaluate tab uses AI to score and review your document before you send it. It highlights strengths, flags gaps, and gives you a clear score.

  1. Click the Evaluate icon on the right panel.

  2. On your first evaluation, the panel shows an empty state. Click Evaluate to begin.

  3. Proposal.biz analyzes your document and returns:

    • An overall AI Score with a label such as Fair, Good, or Excellent

    • Feedback grouped into Good, Okay, Missing Sections, and Needs Improvement

  4. Update your document based on the feedback.

  5. Click Re-Evaluate to refresh the score after your changes.

Analytics

The Analytics tab shows engagement data for your document without leaving the builder.

  1. Click the Analytics icon on the right panel.

  2. View key metrics such as sessions, readers, and completion rate.

  3. Track activity over time.


For geographic data, reading time, version comparison, and AI Insights, open the full report. Learn more in Reports & Analytics.

Comments

The Comments tab lets you and your team leave internal feedback on the document. Comments are visible only to your team, never to recipients.

To add a comment:

  1. Click the Comments icon on the right panel.

  2. Type your comment in the input field.

  3. Click Post.

To view and reply to comments:

  1. Click the Comments icon on the right panel.

  2. Read the comments, which appear in chronological order.

  3. Reply to any comment to continue the conversation.

Pro Tips

  • AI Agent: use Quick Edits for fast fixes like tightening a paragraph or correcting grammar. Use a custom prompt when you need something more specific.

  • Recipients: if you’ve connected a CRM integration, recipient details can be pulled in automatically, so there’s no manual entry.

  • Layout Settings: put your logo in the header and a link to your terms or privacy policy in the footer so every page looks professional.

  • Evaluate: run it before you send. Missing Sections and Needs Improvement often reveal gaps that decide whether a document gets a response.

  • Comments: use them for internal review before you share, and reference specific sections to keep feedback clear.

Next Steps

Learn how to customize your document’s look in Customizing Your Theme.