Proposal center
Reusable templates and active proposals
Templates
6
Sent this month
4
Close rate
38%
all time
Active proposals
| Client | Template | Value | Sent | Status |
|---|---|---|---|---|
| Bloom CRE | CRM Setup & Config | $2,400 | May 15 | awaiting |
| Reyes Media | Shopify Store Build | $3,800 | May 17 | sent |
| Nova Fitness | Landing Page Design | $900 | May 18 | sent |
| Stark Solutions | Automation Workflow | $3,200 | May 10 | accepted |
| Cascade Mktg | Shopify Store Build | $4,200 | May 8 | draft |
Reusable templates
| Template name | Category | Last used | Status |
|---|---|---|---|
Shopify Store Build | Web Dev | 3 days ago | active |
CRM Setup & Config | CRM | 1 week ago | active |
Automation Workflow | Automation | 2 weeks ago | active |
Landing Page Design | Design | 2 weeks ago | active |
Lead Generation Pkg | Marketing | 1 month ago | draft |
Full Agency Retainer | Retainer | Never | draft |