📄 Proposals
Professional proposals in seconds
📖
Proposals — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
+ New:
extendValidity addedA professional-document generator and pipeline-tracker — build a client-ready proposal in seconds from a narrative template with real computed pricing, then track it from draft through client acceptance, all the way to an invoice.
Sections
📋
All Proposals
The full list — search, filter by status, and manage every proposal you've ever created.
📊
Pipeline
A Kanban board of every proposal by stage — Draft, Sent, Accepted, Rejected — drag to move between stages.
📈
Analytics
Win rate, average accepted value, monthly trend, and performance broken down by service.
🗂️
Service Catalog
Your priced services by category — base cost stays internal, proposals are built by picking from this catalog.
✍️
Narrative Templates
Hand-written, industry-specific proposal copy. The New Proposal flow merge-fills one of these with client details and real pricing — no AI calls needed to create a proposal.
1
Pick a Narrative Template that matches the client's industry and click New Proposal — a short form is all that's needed.
2
Pricing tiers are computed automatically from your Service Catalog's real prices, not estimated.
3
Share the proposal with the client — over WhatsApp or a copyable link, both point to the same live document.
4
The client's view, accept, reject, and comments are tracked in real time as they happen.
5
Once accepted, convert it to an Invoice in one click — no re-entering the same details.
🔗
Leads
A lead's proposal history is pulled directly onto their profile, and Proposal Sent is a real stage in the Leads pipeline.
🔗
WhatsApp Engine
Sharing a proposal over WhatsApp goes through this same pipeline, with a personal WhatsApp-link fallback if the direct send isn't possible.
🔗
Invoice
Converting an accepted proposal creates a linked invoice automatically — no manual re-entry of client or line-item details.
🔗
Sales Report / AI CFO
Your proposal pipeline value feeds directly into both modules' own revenue-forecast figures.
🔗
Lost Deal Analyzer
Flags a never-sent proposal as a specific, actionable reason behind a lost deal.
8
Total Proposals
0
Sent
0
Accepted
0%
Conversion Rate
₹1,089,933
Pipeline Value
All / filtered proposals
Filtered by template:
| # | Proposal Title | Client | Service | Value | Sent | Status | Expires | Actions | |
|---|---|---|---|---|---|---|---|---|---|
| #44 |
Meera Kapoor — festive ethnic wear collections
festive ethnic wear collections
|
M
Meera Kapoor
Meera Ethnic Wear
|
festive ethnic wear collections | ₹53,352 | 26 Jul |
10 Aug 2026
|
|||
| #45 |
Ananya Shah — designer ethnic wear
designer ethnic wear
|
A
Ananya Shah
Anaya Couture Studio
|
designer ethnic wear | ₹53,352 | 26 Jul |
10 Aug 2026
|
|||
| #46 |
Rakesh Mehta — cotton and blended fabric rolls
cotton and blended fabric rolls
|
R
Rakesh Mehta
Radhika Textiles
|
cotton and blended fabric rolls | ₹53,352 | 26 Jul |
10 Aug 2026
|
|||
| #41 |
Zaveri Kotecha — Gold and diamond jewellery retail showroom
Gold and diamond jewellery retail showroom
|
Z
Zaveri Kotecha
Zaveri Jewels
|
Gold and diamond jewellery retail showroom | ₹20,995 | 26 Jul |
10 Aug 2026
|
|||
| #40 |
Bhoomi Shah — Organic skincare products sold online
Organic skincare products sold online
|
B
Bhoomi Shah
Bloom & Co
|
Organic skincare products sold online | ₹464,475 | 26 Jul |
10 Aug 2026
|
|||
| #39 |
Anand Patel — Cotton and blended fabric manufacturing for garment exporters
Cotton and blended fabric manufacturing for garment exporters
|
A
Anand Patel
Anand Textile Mills
|
Cotton and blended fabric manufacturing for garment exporters | ₹43,358 | 26 Jul |
10 Aug 2026
|
|||
| #25 |
b r fab — Wholesale cotton and blended fabric supply for garment manufacturers
Win more B2B orders from garment manufacturers and dealers outside our home region
|
B
b r fab
|
Wholesale cotton and blended fabric supply for garment manufacturers | ₹113,383 | 24 Jul |
08 Aug 2026
|
|||
| #16 |
Bhavin Senjaliya — E-commerce Photography, Model shoot, ugc shoot, Digital marketing, Performance Marketing, Automation, Website devlopment
monthly 2 lakh nu budget hoi aeva premium client ne target karva ane ae premium client ne approch kari ne aeni pase kaam levu
|
B
Bhavin Senjaliya
Veltrix media
|
E-commerce Photography, Model shoot, ugc shoot, Digital marketing, Performance Marketing, Automation, Website devlopment | ₹287,665 | 24 Jul |
08 Aug 2026
|
Draft
8
M
Meera Kapoor
Meera Ethnic Wear
Meera Kapoor — festive ethnic wear collections
festive ethnic wear collections
₹53,352
1 month ago
A
Ananya Shah
Anaya Couture Studio
Ananya Shah — designer ethnic wear
designer ethnic wear
₹53,352
1 month ago
R
Rakesh Mehta
Radhika Textiles
Rakesh Mehta — cotton and blended fabric rolls
cotton and blended fabric rolls
₹53,352
1 month ago
Z
Zaveri Kotecha
Zaveri Jewels
Zaveri Kotecha — Gold and diamond jewellery retail showroom
Gold and diamond jewellery retail showroom
₹20,995
1 month ago
B
Bhoomi Shah
Bloom & Co
Bhoomi Shah — Organic skincare products sold online
Organic skincare products sold online
₹464,475
1 month ago
A
Anand Patel
Anand Textile Mills
Anand Patel — Cotton and blended fabric manufacturing for garment exporters
Cotton and blended fabric manufacturing for garment exporters
₹43,358
1 month ago
B
b r fab
b r fab — Wholesale cotton and blended fabric supply for garment manufacturers
Wholesale cotton and blended fabric supply for garment manufacturers
₹113,383
1 month ago
B
Bhavin Senjaliya
Veltrix media
Bhavin Senjaliya — E-commerce Photography, Model shoot, ugc shoot, Digital marketing, Performance Marketing, Automation, Website devlopment
E-commerce Photography, Model shoot, ugc shoot, Digital marketing, Performance Marketing, Automation, Website devlopment
₹287,665
1 month ago
Sent
0
Accepted
0
Rejected
0
—
Win Rate
—
Avg Accepted Value
—
Total Proposals
—
Accepted
Monthly Proposals (Last 6 Months)
By Service
🤖 AI Insights
- 💡Loading insights...
Service Catalog
The services proposals are built from. Base cost is internal only and never shown to clients.
Categories
Loading…
Narrative Templates
Hand-written, industry-specific proposal copy. The New Proposal flow merge-fills one of these with client details and real pricing — zero AI calls, zero cost.
New Narrative Template
Zero-AI merge-fill copy — changes here affect every future proposal matched to this variant.
Raw HTML Document Mode is ON — the live preview and every saved proposal show the exact pasted HTML. Edits on other tabs are saved but will not appear anywhere until you turn this off.
0% complete
Insert:
{ client_name }
{ company }
{ industry_term }
{ competitor_name }
{ website }
{ primary_product }
0 characters
Optional — a single line only renders on the proposal if filled in. Toggle it off entirely in Layout & Design if not needed.
0 characters
Optional — a section only renders if it has at least one card.
Optional — a section only renders if at least one consequence line is filled in.
Optional — a section only renders if at least one opportunity line is filled in.
0 characters
Optional — a section only renders if it has at least one row.
Want to call out extra value or a bonus for a specific plan? Use "Additional Value Stacks" on the Value Stack tab instead — add a group named after the plan with its own rows.
Reads the Custom Plan Cards on the Investment Plans tab and builds a starting table from them (columns = card titles, rows = price, monthly note and matching bullets). Best-effort — review and edit after.
Optional — a section only renders if it has at least one metric.
The testimonial quote itself comes from the client's own Testimonial record on each real proposal — this only overrides the heading shown above it, and only appears when that proposal actually has one attached.
Optional — these get added automatically to every proposal created from this template variant (still fully editable per-proposal afterward).
Real, functional layout choices — reflected instantly in the live preview and on every proposal made from this template.
A small bar stays pinned to the bottom of the screen (showing the recommended plan + an Accept button) while the client scrolls a long proposal — keeps the decision one tap away instead of scrolling back up.
Paste a complete, standalone HTML document (own <style>, own layout — a fully custom one-off proposal design). When this is ON, every other tab in this editor is ignored for the saved proposal: the pasted HTML is reproduced exactly, on the public link and in the exported PDF. Industry Name and Tone Variant (Basic Info tab) still control where this template appears in the list — everything else on those other tabs is optional/unused.
Reads the HTML above (structure/headings only, zero AI) and guesses starting values for Cover, Business Understanding, Why Us, Value Props, Common Questions, Process and Investment tabs — so you can edit with the normal form fields instead of raw HTML. Best-effort only — always review each tab before saving. Anything it can't confidently place is kept as a Custom Section, never dropped.
Add Custom Section
📝
Text Block
Heading + paragraph
🖼
Image
By URL, optional caption
📋
List / Bullets
One item per line
📊
Table
Custom rows & columns
✨
Callout Box
Highlighted note
💰
Pricing Plans
2-4 tier cards: name, price, details, bonus
🛠
Custom HTML
Advanced
Configure Section
Live Preview (sample client, real template, scroll to see more)
Enter an industry name to see a live preview…
your-proposal-preview
📄 New Proposal
Template-based — no AI call, creates instantly. Add services & pricing in the editor next.
—
—
Live Preview (updates as you type)
Select an industry to see a live preview…
your-proposal-preview