AI for one block, or the whole document.
AI Studio sits in the builder’s properties panel. Select a text box, table, form, image or shape and a specialist for that component writes or restyles it. Select nothing and the Architect builds a complete proposal, pitch deck or web page from a brief, in your client’s colours. Every result is a preview you accept, retry or discard.
You stay in charge of every change.
Preview first
Results appear as a preview with Accept, Retry and Discard. Accept applies them as a normal edit, and one undo takes them back, even for a whole Architect build.
Keep working while it runs
Runs continue in the background as you move around the builder, and a result you have not accepted yet is still there when you come back to that component.
Honest about limits
If something cannot be done, such as a styling option a component does not support, AI Studio says so in a note rather than quietly doing something else.
A specialist for each part of the page.
Write, rewrite, summarise, expand, shorten
- Write from a line of guidance such as “friendlier, focus on ROI”
- Headings, paragraphs, lists, bold and links
- Inserts Salesforce merge fields that exist on the linked record, such as the Account name
- Uses clear placeholders instead of inventing prices, dates or names
- Keeps your document’s typography and colours
Build or restructure tables
- Build from a description, such as a three-tier pricing table
- Add or remove rows and columns, keep existing cells word for word
- Header background, borders, padding, font size and text colour
- Per-column alignment and bold, grand-total row styling
- Units in the headers, no invented numbers
Build or update a form
- Fields, options, required flags, widths, title, description and submit label from a description
- Conditional show-and-hide and submission rules
- Maps fields to Lead or Contact fields in your org, each mapping checked against Salesforce
- Form styling: colours, label position, corners and shadow
Generate images
- Describe the picture, choose square, landscape or portrait
- The preview sharpens as it generates
- Saved to your media library automatically
- Fills the existing frame without reshaping your layout
Restyle shapes and diagrams
- Swap to any shape in the library: arrows, badges, banners, flowchart symbols
- Fill, outline colour and width, opacity and rotation
- Arrow-head length on block arrows
AI on the text toolbar
- The same writing actions on a selection or the whole document
- Tone presets: Professional, Friendlier, More confident, Casual
- Page breaks and merge-field chips survive the rewrite
A whole document from a brief
With nothing selected, AI Studio becomes the Architect: a chat that builds or restructures an entire document on the canvas while you watch. It works for three layouts, each with its own designed page patterns.
- Proposals: cover, section columns, three-tier offerings, an itemised quote with a grand total, statement with image, testimonials, timeline, closing call to action
- Pitch decks: 16:9 slides for cover, about, concept, goals, timeline, process and results, packages and close
- Web pages: hero, about, what you get, how it works, testimonials, pricing, FAQ and get started, laid out for desktop, tablet and mobile
It names the proposal, writes and places text, tables and shapes, moves and restyles them, and applies a style kit to the whole document. Give it a vague brief and it proposes an outline and asks a question or two first; give it a specific one and it builds straight away. Follow-up requests carry on the same conversation.
Paste their website, get their look
Brand from URL reads a client’s public website and suggests three to five brand colours, heading and body fonts matched to fonts the PDF can embed, corner roundness, backgrounds and a card style, then recommends a style kit. It uses no AI and no allowance, and every suggestion can be switched off. Legibility checks reject colour pairings that would be hard to read.
Nine style kits come built in: Warm Editorial, Artful Dodger, Neon Tech Swiss, Bold Statement, Gallery Minimal, Amber Keyline, Navy Mint, Corporate Blue and Quiet Luxury. A guided “Build me a prompt” brief, section checkboxes and your account logo on the cover make a first build quick.
AI summaries of every visit
When a buyer opens your document, SalesSign summarises what they did: a headline, a short narrative, a Hot, Warm or Cold deal temperature and the next best action. It weighs which pages held their attention and which they skimmed, repeat visits, depth against your own averages, hesitation at the signature and signs the document was forwarded internally.
A whole-proposal summary adds momentum over time and which pages to cut, condense or move earlier. Summaries never contradict a signed outcome, and they do not use your AI Studio allowance.
Written to a standard, checked before you see it.
A written design system
Every request carries the same rules: specific sentence-case headings, short paragraphs, active voice, no hype, no filler. UK English by default, US English for US users.
Validated output
Results are checked against a strict structure, tables are repaired so every row lines up, Salesforce mappings and rules are re-checked and all formatting is cleaned before it reaches the canvas.
Guard-rails in the Architect
Off-palette colours snap back to the style kit, headings cannot shrink during edits, closing bands stay anchored and text is never placed on top of images.
Simple monthly allowances, top up any time.
| What | Detail |
|---|---|
| Pro | 100 AI Studio units per user per month |
| Max | 2,000 units per user per month |
| Free trial | Runs as Max for 14 days, so you can try every AI Studio feature |
| What an action uses | 1 unit for a text, table, form or shape action; 50 for an image; 150 for an Architect message |
| Credit bundles | 250 credits for £5, 1,000 for £10, 3,000 for £15. Bought by an admin, assigned to a user, never expire, used after the monthly allowance |
| Builder | AI Studio is not included; the panel offers an upgrade |
Only what the task needs leaves SalesSign.
Component actions
A text, table or shape action sends that component’s content and your instruction. Merge fields go by name only, never with the values from your Salesforce records.
Forms and Salesforce
Building a form sends your org’s field names, labels and types so mappings are correct. No Salesforce record data is ever sent.
Visit summaries
Summaries use engagement measures, the recipient’s first name, city and device, the referring site’s domain and page headings only, never your document’s body text, tables or pricing.
AI Studio questions.
Which AI models does AI Studio use?
Anthropic’s Claude models do the writing and design, with a faster model for component actions and the most capable model for the Architect. Image generation uses OpenAI’s image model.
Can the Architect build a complete proposal?
Yes. Describe the client and the engagement, pick a layout and a style kit, and it builds the pages: cover, sections, pricing, quote table, timeline and closing call to action. It leaves image placeholders for your own photos.
Will it make up prices or client details?
No. Anything it does not know, such as a price, date or name, becomes a clear placeholder, and it only inserts Salesforce merge fields that exist on the linked record.
Can AI Studio build a form mapped to Salesforce?
Yes. Describe the form and it creates the fields, rules and styling and maps each field to a Lead or Contact field in your org, checking every mapping against Salesforce before you accept.
Which plans include AI Studio?
Pro includes 100 units per user per month and Max 2,000. Every 14-day free trial runs as Max. Builder does not include AI Studio. Credit bundles top up any AI-enabled plan and never expire.
Can I undo what the AI did?
Always. Nothing changes until you accept the preview, and a single undo reverts an accepted result, including an entire Architect build.
Brief it, review it, send it for signature.
Start a 14-day free trial with every Max feature, including 2,000 AI Studio units, or book a 20-minute demo and watch the Architect build a proposal for one of your own clients.