How do I use Proposal Tracker?

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

What's included in this kit?

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

Who created Proposal Tracker?

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

taskade

Proposal Tracker

@taskadeLegend

4 projects
2 AI agents
3 automations

Clone to Workspace

Proposal Tracker for Consultants with Follow-Up Dates.

proposal-tracker-3368.taskade.app/

About

Proposal Tracker for Consultants with Follow-Up Dates. Track sent proposals, expiry dates, follow-ups and win rate, and let clients price a package on a public page. Free to clone.

Questions

: Proposal Tracker for Consultants with Follow-Up Dates. Track sent proposals, expiry dates, follow-ups and win rate, and let clients price a package on a public page. Free to clone.
: 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.

Categories and tags

Category: Agency CRMs Sales
Tags: Full workspaceMulti-project

Proposal Tracker

About

Questions

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