Proposal Management
The Proposals page gives you an overview of all your proposals and their status. Use it to track progress, manage deadlines, and monitor your pipeline.
The Proposals List
Viewing Proposals
Navigate to Proposals in the sidebar to see:
- All proposals in your organization
- Status of each proposal
- Associated RFP and client
- Deadline information
Sorting and Filtering
Sort by:
- Deadline (soonest first)
- Created date
- Last modified
- Status
Filter by:
- Status (Draft, In Review, Submitted, etc.)
- Client
- Team member
- Date range
Search
Use the search bar to find proposals by:
- Proposal name
- Client name
- RFP title
- Content within proposals
Proposal Pipeline
Kanban View
Switch to pipeline view for a visual overview:
- Click the Pipeline tab
- See proposals organized by status
- Drag to change status
- Click to open details
Pipeline Stages
- Draft - Being created
- In Review - Internal review
- Approved - Ready to submit
- Submitted - Sent to client
- Won - Successful
- Lost - Unsuccessful
Tracking Deadlines
Calendar View
See all deadlines at a glance:
- Color-coded by urgency
- Click to open proposal
- Sync with your calendar
Deadline Alerts
Set up notifications:
- Go to Settings > Notifications
- Enable deadline reminders
- Choose timing (1 day, 3 days, 1 week)
Overdue Proposals
Red indicators show overdue items:
- Review and update status
- Archive if no longer relevant
- Contact client if needed
Archiving Proposals
When to Archive
Archive proposals that are:
- Completed (won or lost)
- No longer being pursued
- Outdated or irrelevant
How to Archive
- Open the proposal
- Click Archive
- Confirm the action
Viewing Archived
- Go to Proposals
- Click Show Archived
- Restore if needed
Duplicating Proposals
Reuse content from previous proposals:
- Open an existing proposal
- Click Duplicate
- Link to a new RFP
- Customize for the new opportunity
This preserves:
- Section structure
- Content (editable)
- Formatting
Team Coordination
Assigning Proposals
Designate a proposal lead:
- Open the proposal
- Click Assign Lead
- Select team member
- They receive notification
Section Assignments
Distribute work across the team:
- Assign sections to specialists
- Track who's responsible for what
- Monitor individual progress
Progress Tracking
See overall completion:
- Percentage complete
- Sections done vs. remaining
- Bottlenecks and blockers
Best Practices
- Update status regularly - Keep the pipeline accurate
- Archive completed work - Keep list manageable
- Use consistent naming - Easy to find proposals
- Track all outcomes - Improve future win rates
- Review weekly - Stay on top of deadlines