Proposals

Proposal to invoice without losing context.

Proposal workflows should support versions, pricing, approvals, client review, and conversion into invoice records.

Editor

Build proposals with reusable content and pricing sections.

Sections

Pricing blocks

Terms

Attachments

Version history

Preview

Commercial documents need approval before client-facing send.

Review drawer

Amount threshold

Approver

Send package

Expiry

Audit

Accepted work should become billing context.

Client acceptance

Convert to invoice

Linked deal

Linked project

Timeline

Status