Proposal Builder
A quote pipeline with statuses, conversion tracking and client detail.
- Our role
- Design & build
- Platforms
- Web
Try it, right here
Sample data only — every name, figure and record here is invented for the demo, and nothing talks to a backend. Every entry in the sidebar opens a working screen. On a phone, swipe the panel sideways.
01 The product
Where new business lives: every proposal the agency has out, what it is worth, who has opened it, and what closed.
The pipeline metrics are derived rather than typed in — filter to a status and the proposal count, win count, conversion rate and total value all recompute against what is on screen.
02 What it does
- Pipeline tiles: total proposals, won, conversion rate, total value
- Status pipeline — Draft, Sent, Viewed, Accepted, Declined
- Filterable proposal table with reference, client, value and last activity
- Client panel: contact, project, kickoff date, value and notes
- Recent quotes rail for fast follow-up
- Template and product/service catalogue entry points
Have a project like Proposal Builder?
Tell us what you want to exist and where you are now. We will come back with the clearest route to it — what it takes, in what order, and what it costs.
We read every brief and reply within one working day.