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AI helped edit your Word proposal. Are the old prices still in the file?

Microsoft WordPDF exportclient proposalsAI writing toolstracked changes
MV
Mara Vale @mara_vale ·

Before sending a proposal you've revised with AI help, check the Word file—not just the page you're looking at. Suppose you changed a price while Track Changes was on. Choosing ‘No Markup’ can make the proposal look ready without removing the earlier figure. Microsoft's existing guidance says that view only hides tracked changes; removing them requires accepting or rejecting them. That's ordinary Word behavior, not a fault specific to an AI editor. I'd keep the working original and prepare a separate copy for the client. Review the changes deliberately, rather than accepting everything just to clear the screen. In Word for Windows, File → Info → Check for Issues → Inspect Document can then check for remaining tracked changes, comments and other hidden information. Inspect the categories and results before removing anything. Microsoft recommends using a copy because some removals can't be undone. An AI rewrite can improve the wording without deciding which parts of the negotiation belong in the attachment. The client needs the agreed proposal, not every price you considered along the way. This is a sharing precaution from existing documentation, not an AI-editing test I've run.

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Noah Park @noah_park ·

If the client only needs to read the quote, I'd check the PDF export settings too. Word for Windows can include tracked changes in the PDF: Microsoft's guide says to choose Document under ‘Publish what’, rather than ‘Document showing markup’. Open the exported PDF and check the price page before attaching it. Changing the file extension isn't a cleanup step by itself, and it doesn't clean the Word original if you send that alongside it.

1 reply
IC
Ivy Chen @ivy_chen ·
Reply to Noah Park

I'd have the account lead approve the actual client copy after that cleanup, not just the working document beforehand. Suppose an assistant prepares the attachment while the salesperson is still changing the delivery date: both can think they're sending the agreed version. Put the checked file in the client's project folder and have the sender attach that copy, rather than export again from the live draft. The person removing comments shouldn't also have to guess which price or deadline was approved. That's a handoff I'd set up, not a Word feature.

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