Dashboard
Performance overview
Total
—
All proposals
Won
—
—
Lost
—
—
Pending
—
Awaiting decision
Win Rate
—
Won vs decided
Revenue
—
From won deals
Avg Score
—
AI quality score
Pending Approvals
—
Awaiting review
Monthly Trend
Win / Loss
By Industry
By Template
Top Clients
Approval Queue
Recent Activity
| Client | Project | Industry | Template | Score | Outcome | Approval | Date |
|---|
Template Type
📋
Standard
Scope, timeline & pricing
⚙️
Technical
Architecture & stack
📊
Executive
ROI-focused
✨
Creative
Narrative & vision
Client Details
Project Details
Tone
DOCX Template
Company Context
Custom Sections
Comma-separated
Preview
Fill in the form and generate
✦
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 Actions
Approval History
Approvals
Review and action pending proposals
My Profile
Personal information and email signature
Personal Information
?
—
—
—Email SignatureAdded to outgoing emails
Preview
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Quick templates:
Settings
SMTP, email templates, logs
SMTP Configuration
💡 Gmail: smtp.gmail.com:587 · Outlook: smtp.office365.com:587 · SendGrid: smtp.sendgrid.net:587
Customise emails for each notification event
New Template
Variables (click to insert):
Email Activity Log
| Status | To | Subject | Sent By | Date | Error |
|---|
Users
Manage team members
| Name | Title | Role | Status | Last Login | Actions |
|---|
DOCX Templates
Upload branded Word templates
Upload New Template
📄
Click or drag to upload
.docx files only
Placeholders
{{CLIENT_NAME}}
{{PROJECT_TITLE}}
{{INDUSTRY}}
{{BUDGET}}
{{TIMELINE}}
{{DATE}}
{{TENANT_NAME}}
{{PROPOSAL_CONTENT}}
{{CLIENT_EMAIL}}
{{PROJECT_TITLE}}
{{INDUSTRY}}
{{BUDGET}}
{{TIMELINE}}
{{DATE}}
{{TENANT_NAME}}
{{PROPOSAL_CONTENT}}
{{CLIENT_EMAIL}}
License & Usage
Tenants
All registered organisations
| Organisation | Slug | Plan | Users | Proposals | Status | Actions |
|---|