Dashboard
Performance overview & analytics
Total
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All proposals
Won
—
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Lost
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Pending
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Awaiting decision
Win Rate
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Won vs decided
Revenue
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From won deals
Avg Score
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AI quality score
Pending Approvals
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Awaiting review
Monthly TrendLast 12 months
Win / Loss
By Industry
By Template
Top Clients
Approval Queue
Recent Activity
| Client | Project | Industry | Template | Score | Outcome | Approval | Date |
|---|
Template
Standard
Scope, timeline & pricing
Technical
Architecture & stack
Executive
ROI-focused
Creative
Narrative & vision
Client Details
Project Details
Tone
DOCX Template
Upload custom templates in Admin → DOCX Templates
Company Context
Custom Sections
Comma-separated
✦
Ready to create
Fill in the details, choose your template and tone, then click Generate.
AI Score Analysis
All Proposals
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Proposal
Outcome
Approval Workflow
Approval History
Approval Queue
Review and action pending proposals
Users
Manage team members
| Name | Role | Status | Last Login | Created | Actions |
|---|
DOCX Templates
Upload branded Word templates for proposal export
Upload New Template
Set as default for all exports
📄
Click or drag to upload
.docx files only
Available Placeholders
License & Usage
Your current plan and feature entitlements
Tenants
All registered organisations
| Organisation | Slug | Plan | Users | Proposals | Status | Actions |
|---|
My Profile
Personal information, signature and password
Personal Information
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—Email SignatureAdded to outgoing emails
Preview
Signature preview appears here...
Quick templates:
Settings
Configure SMTP, email templates, and notifications
SMTP Configuration
💡 Common SMTP settings: Gmail (smtp.gmail.com:587), Outlook (smtp.office365.com:587), SendGrid (smtp.sendgrid.net:587)
Customize the emails sent for each event
New Template
Available variables (click to insert):
Email Activity Log
| Status | To | Subject | Sent By | Date | Error |
|---|