Consulting Proposal Tracker with Follow-Up Dates

Consulting Proposal Tracker is a tracker that shows every sent proposal, its expiry date and your win rate. It replaces the spreadsheet where a solo consultant notes who has answered. Clients price a package on a public page, and each proposal moves from Sent to Signed with a follow-up date. Clone it free and start with sample data.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 4 projects & knowledge bases, 2 AI agents, and 3 automations & workflows — ready to run or customize after you clone.

Team Taskade published this agency app in the Taskade Community Gallery.