Writing the proposal is the easy part. Knowing what happens after you hit send is where most deals leak. This Proposal Pipeline Tracker is for the realtor, the agency owner, the contractor, and the freelancer who sends a steady stream of proposals and needs one place to see who said yes, who went quiet, and who needs a nudge today. Built with Taskade, it turns a folder of forgotten PDFs into a live pipeline you can act on.
What's Included
- Proposal Pipeline: Every proposal moves through clear stages — Draft, Sent, Viewed, Negotiating, Won, Lost — so nothing slips between the cracks.
- Connected Projects: Clients link to their proposals, and proposals link to follow-up tasks, so one client view shows the full history at a glance.
- USD Value Tracking: A currency field on each proposal totals your open pipeline, so you can answer "how much revenue is still on the table?"
- AI Agent: Ask it "which proposals have gone cold this week?" or "who hasn't replied in 5 days?" and get a straight answer with the names and next steps.
- Automation: When a proposal sits in Sent too long, the flow flags it and creates a follow-up task for you — no manual chasing.
How To Use
- Clone this app into your Taskade workspace.
- Add your active proposals and set each one's stage and value.
- Switch between project views — use Board to drag deals across stages, Table to sort by value.
- Set up a custom AI agent to answer your pipeline questions in plain words.
- Turn on automations so stale proposals surface themselves and you close more of what you already sent.
Browse more sales and client apps in the Community Gallery, or generate a matching sales proposal to feed straight into this tracker.