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Proposals

Quotes you send to customers, and the pipeline that tracks them from first enquiry to won or lost.

Start here

What a proposal is and how the pipeline board works.

What is a proposal? A proposal is a quote you are still negotiating. It becomes a booking only when the customer says yes. The pipeline board Proposals are shown as cards in columns, one column per stage. The board tells you what is in play and what it is worth.

Building a proposal

Deal details, what is included, and the client-facing version.

Create and build a proposal Start with a title and a stage, then fill in the client, what is included, and the price. Proposal versions: what the customer sees A version is the snapshot you share. Send it for review, and create a new one each time the plan changes.

Running your pipeline

Stages, probabilities, and closing a deal won or lost.

Move a deal through the stages Drag cards between columns as the conversation progresses, and close each deal as won or lost. Customise your pipeline stages Rename stages, add your own, and set the win probability each one carries.