Best practices

Draft for one buyer at a time

Start from the buyer's next decision. In the project, add the account and opportunity, the concerns the buyer raised and the next step. The Assistant and templates use that context, so specific details give you a specific draft.

Keep claims short and sourced

Write each claim as one sentence that its excerpt fully supports. Wording you change inside a file stays in that file. If it should be reused, add it to Claims and approve it there.

Keep sources current

When a source changes, open the claim, read the excerpt and select Replace evidence if the new version still supports the wording. Editing the original page or PDF doesn't update the claim. See Review a changed claim.

Review the final file

Read the saved file as the buyer will: figures, commitments and answers you wrote yourself. A link covers only the linked claim, and AccountMade doesn't check your own sentences. Ask a teammate to review anything outside your area, and record a reason when you keep your wording over a changed claim.

Pick the right link

Choose Pinned when the buyer should keep one published revision, such as a proposal. Choose Current when the buyer should see each update you publish. Saving a file or accepting a claim change doesn't change what a buyer sees. If the buyer needs a copy, export the reviewed file and open it before you send it. See Share and export.