The unified quoting and proposal tool, replacing the Legacy per-product tools one feature at a time.
In development · only the create-flow works so far
Customer
Name
Stage
Total
No proposals yet
Click New Proposal to start one. Saving, the stage list, and search are still being built - see QUOTING-TOOL-SPEC.md.
New Proposal
What are you creating?
This decides which template and pricing flow you'll go through next.
Which category?
Managed Services is the only category built out so far.
Which service(s)?
Add one or more - they share the same Document Hub template, so the commercial schedule just stacks pricing for whichever you add.
All available services for this category have been added.
Who's this for?
Same fields the legacy tools already capture, so nothing here should feel unfamiliar.
Currency
Pricing
Term, payment and discount apply to every service picked. Tier is chosen per service, since each is priced differently.
Next up
Here's what you've picked so far:
Document type-
Category-
Service(s)-
Customer-
Contact-
Currency-
Combined monthly-
Not built yet: the commercial schedule PDF, stage tracking (Draft → Sent → Viewed → Won/Lost), and saving to the list on this page. Tracked in QUOTING-TOOL-SPEC.md - next thing to design.