Sales Proposal
Tracker
Track your team's proposals, questionnaire completion, and client progress until CRM integration
+ Add Proposal
Overview
All
Simon
Mitchell
Daniel
James
Add New Proposal
Assigned to...
Simon
Mitchell
Daniel
James
Questionnaire/Discovery Document (PDF)
Max 5MB. Click to attach proposal document.
Add Proposal
Sent
0
Won
0
Lost
0
Win Rate
—
Close Rate on Decided Proposals
0 won
0%
0 lost
Team Dashboard
Leaderboard
Proposals Sent Per Week
Proposals Sent Per Month
Win Rate: Discovery Doc Attached vs Not
📎 With Doc Attached
—
0 decided
No Doc Attached
—
0 decided
All statuses
Proposal Sent
Awaiting Questionnaire
Awaiting Approval
Won
Lost
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