Send pitches and win more business
Create and track proposal documents to streamline your sales process.
Undesk Team
20 Jan 2027
Watch Proposals in action
Coming soon (2:45)
About This Feature
The Proposals feature allows you to track all your outgoing pitches in one place. By associating a proposal directly with a Client and managing its status, you can ensure that your sales team knows exactly which prospects need to be followed up on, and which pitches successfully converted into Projects.
What You Can Do
Create records to track outgoing proposals.
Associate the proposal with a specific Client.
Update the status (e.g., Draft, Sent, Accepted, Rejected).
Keep a clean historical log of all pitches made by your agency.
Requirements
Must be linked to a valid Client.
Currently acts as a tracking list (document generation is handled externally).
Frequently asked questions
Everything you need to know about how this feature works.