Sales Proposals

Total

—

proposals

Draft

—

in progress

Sent

—

awaiting reply

Accepted

—

won

Rejected

—

lost

Expired

—

timed out

Proposal #	Title / Customer	Contact	Job	Grand Total	Status	Valid Until	Items	Actions

Proposal Templates

Import from Vault

Loading templates...

New Template

Template Name

Signer Name

Signer Title

CC List (one per line)

Payment Terms (one per line)

Template — uses uploaded .docx base file Programmatic — built-in code generator

Upload a Word document with {{placeholder}} markers to control formatting and layout. Only used when generation mode is set to Template.

Upload .docx Template