📄 Proposals

Pruitt Prep CPA · SalesSample data
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Open
4
$31,900 first-year value
Accepted this month
3
$18,400 · avg 2.1 days to sign
Gone quiet
1
no view in 14 days
Viewed this week
6
Riverbend opened twice
Reminders due
2
sent automatically at 8 AM
CompanyPackageAmountStatusSentLast viewedNext reminder

Statuses, views, and reminder stages come straight from the Proposals table. The daily sweep sends Reminder 1 at day 3, Reminder 2 at day 7, Final at day 14, and stops the moment the client signs.

New proposal

Pick the lead and the package. The client page, pricing tiers, and reminders are generated from the Service Library.