Proposals

Estimates and scopes that share a ledger with the rest of the workspace.

Updated September 13, 2026 1 min read

Use this when

Use this guide when leads, deals, proposals, or follow-up are waiting without a clear owner or next action.

Proposals at /admin/proposals are drafts, sent documents, and decisions. Pricing has to match the published catalog. Totals that do not add up are rejected before a send.

How to draft and send is in Drafting and sending.

Lifecycle

Create, edit, send, view, accept, decline. Public view and decision links are unguessable tokens. Each of those events writes an audit row. The proposal body is not stored in the audit payload.

Follow-up

An unanswered proposal appears on Today and in Inbox. The next action lives on the opportunity, not only in someone's head.

What to know

Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.

Next: Review Today to see how this work fits into the daily operating flow.