ConceptInteractive Demo
Estimate & Proposal Portal
Client-facing proposals with digital acceptance and pipeline tracking
Proposal BuilderLine Item DetailPipeline ViewStatus WorkflowDigital AcceptanceValue TrackingInvoice Trigger
Proposals
Manage and track client proposals through your pipeline
3
Total Proposals
1
Sent & Pending
$18,900
Accepted Value
1
Draft
All Proposals
PH
Nexus Law Group
Patricia Holden · p.holden@nexuslaw.com
PROP-001Sent
Project
Full Website Redesign + Client Portal
Total Value
$34,500
Created:Mar 5, 2026
Expires:Apr 5, 2026
3 Services
CB
Summit Fitness
Chris Bower · c.bower@summitfitness.com
PROP-002Accepted
Project
Membership Management Platform
Total Value
$18,900
Created:Feb 20, 2026
Expires:Mar 20, 2026
2 Services
RK
Bloom Botanicals
Rachel Kim · r.kim@bloombotanicals.com
PROP-003Draft
Project
E-Commerce + Inventory System
Total Value
$22,000
Created:Mar 9, 2026
Expires:Apr 9, 2026
2 Services
Pipeline
Pipeline Summary
Draft1
Sent1
Accepted1
Declined0
Value by Stage
Draft$22,000
Sent$34,500
Accepted$18,900
Declined$0
Total Pipeline$75,400
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