Web

Proposal Builder

Quote pipeline with statuses, conversion tracking and client detail.

Live demo

Interactive

The real interface, running right here — click, filter, drag and page through it.

Sample data only — every name, figure and record here is invented for the demo, and nothing talks to a backend. Every entry in the sidebar opens a working screen. On a phone, swipe the panel sideways.

Where new business lives: every proposal the agency has out, what it is worth, who has opened it, and what closed.

The pipeline metrics are derived rather than typed in — filter to a status and the proposal count, win count, conversion rate and total value all recompute against what is on screen.

Key Features

  • Pipeline tiles: total proposals, won, conversion rate, total value.
  • Status pipeline — Draft, Sent, Viewed, Accepted, Declined.
  • Filterable proposal table with reference, client, value and last activity.
  • Client panel: contact, project, kickoff date, value and notes.
  • Recent quotes rail for fast follow-up.
  • Template and product/service catalogue entry points.

Technology

  • Angular 20
  • Signals
  • derived metrics
  • responsive tables