Proposal Pipeline & Contracts
Commercial and grant proposal tracking across review stages.
Feature Overview
Close more deals and win more funding. Manage commercial sales opportunities, partnership pitches, and grant proposals on an interactive Kanban board with deal values, win probability, and contract archives.
Core Capabilities
Everything you need to operate efficiently without complex third-party bolt-ons.
Visual Deal Kanban
Track proposals across stages: Lead, Draft, Internal Review, Submitted, Won, and Lost.
Win/Loss Analytics
Analyze win rates, average deal size, sales cycle duration, and lost-reason trends.
Multi-Writer Collaboration
Assign proposal sections to technical experts and track review completion.
Contract & Document Archive
Store final signed agreements, terms, and renewal milestones in one central place.
Console & Workspace Views
Administrative Oversight
Complete control, configuration, audit reporting, and supervisory approval queues.
- ✓ Pipeline stage customization
- ✓ Sales forecasting metrics
- ✓ Assign proposal writers
- ✓ Contract repository
User Self-Service
Streamlined interfaces optimized for rapid collaboration and daily task execution.
- ✓ View assigned proposal sections
- ✓ Upload proposal drafts
- ✓ Log client feedback
- ✓ Track deal milestones
How It Works
Log Opportunity
Create a proposal card with estimated value and submission deadline.
Draft & Review
Collaborate on proposal content and obtain internal sign-off.
Win & Archive
Record final decision and hand off signed contracts for execution.