A short brief goes in, a tailored proposal comes out — scope, pricing, and case studies pulled in — and then every proposal tracks itself from sent to signed with automatic follow-ups. Clone the Proposal Builder & Tracker from Taskade Genesis and turn the six-hour proposal into a 45-minute one, with nothing falling through the cracks.
The live app above is the real system. Click "Use this app" to own a running copy: a working brief-to-signed pipeline backed by a relational database, with an AI agent that drafts scope and automations that chase the deal until it closes.
One workspace for the whole sales motion
Workspace DNA runs the brief-to-signed loop without you managing it:
- Memory — every past proposal, winning scope section, case study, and client rate lives in a relational database linked via the Relationship field (clients connected to proposals, proposals connected to line items and deliverables). Reuse what already worked instead of starting blank.
- Intelligence — an embedded AI agent with 33 built-in tools reads the brief and drafts the scope, pulls in relevant case studies, matches the tone of your best-performing proposals, and flags any gaps before you send.
- Execution — built-in reliable automations chase the client until they reply — a polite nudge on day 3, a check-in on day 7. You set the cadence once; it runs on every future proposal.
The full pipeline in one board
- Board view — proposals tracked across Draft, Sent, Viewed, Negotiation, and Signed stages at a glance
- Table view — pricing line items and scope details organized per proposal
- Calendar view — follow-up dates, expiry dates, and expected close dates
- List view — per-proposal action items and outstanding questions
Share a read-only forecast view with a partner or finance lead using the 7-tier roles — they see the pipeline health, not the draft content.
Why this beats a Word doc and a spreadsheet
- The Relationship field links contacts to deals and projects natively — when a proposal is accepted, the client's record connects to the delivery project automatically. No copy-paste handoff.
- 100+ bidirectional integrations: push a signed proposal to your CRM, trigger invoice creation in Stripe, notify the delivery team in Slack — triggers pull events in, actions push data out
- Clone-and-own: the app, its proposal library, and its agents are yours — invite your whole team with no per-seat tax
- Custom domains + GenesisAuth (Business plan and up): a branded proposal portal at your own domain where clients review and sign
Common questions
How does the AI know my pricing and scope?
You train the agent on your past proposals, rate cards, and service catalog. The Relationship field keeps client and project context in memory so the agent references your actual history, not generic suggestions.
What happens after a proposal is signed?
An automation can trigger the delivery handoff automatically: create the project in the Agency Client Portal, notify the team, and kick off the client onboarding workflow. The Relationship field links the signed proposal to the new delivery project.
Can I track win rate and average deal size?
Yes. The Table view tracks deal value per proposal and the Board shows stage conversion over time. The AI agent can roll up win-rate summaries and surface patterns in what's winning versus stalling. Generate a custom proposal system from a prompt or browse the Community Gallery for live examples. Learn how to build with Taskade Genesis.