Proposals Tracker
Agencies and freelancers
Agencies and freelancers: track proposals from draft to decision, with line items.
Use this templateProposals Tracker
Know what is out, what is about to expire and how often proposals win. Open a proposal to see its line items.
Win and loss dashboard
Follow-up schedule
Pricing notes
Proposals
Open any proposal to find the proposal outline (summary, scope, timeline, price, terms) already inside it.
| Proposal | Client | Status | Value | Sent | Valid until | Decided on |
|---|---|---|---|---|---|---|
| Brand refresh for Linden Hardware | Linden Hardware | Accepted | $28,500 | Sep 9, 2026 | Oct 9, 2026 | Oct 9, 2026 |
| Website redesign for Fogarty Dental | Fogarty Dental | Negotiating | $36,000 | Oct 12, 2026 | Oct 19, 2026 | — |
| Launch video for Tamarind Foods | Tamarind Foods | Sent | $19,500 | Oct 8, 2026 | Oct 15, 2026 | — |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | Viewed | $24,000 | Oct 3, 2026 | Oct 10, 2026 | — |
| Packaging concepts for Bluebird Tea | Bluebird Tea | Declined | $14,000 | Aug 25, 2026 | Sep 24, 2026 | Sep 24, 2026 |
| Email program for Marigold Pharmacy | Marigold Pharmacy | Drafting | $12,500 | — | — | — |
| Trade show booth for Cobalt Valve | Cobalt Valve | Sent | $41,000 | Oct 15, 2026 | Oct 22, 2026 | — |
| Photography library for Redwood Lodge | Redwood Lodge | Expired | $16,800 | Aug 10, 2026 | Sep 9, 2026 | — |
Line items
| Line description | Proposal | Quantity | Unit price |
|---|---|---|---|
| Booth design | Trade show booth for Cobalt Valve | 1 | $14,000 |
| Community management | Annual social retainer for Oakhurst Realty | 12 | $500 |
| Development and launch | Website redesign for Fogarty Dental | 1 | $19,500 |
| Discovery workshop | Website redesign for Fogarty Dental | 1 | $4,500 |
| Edit and delivery | Launch video for Tamarind Foods | 1 | $5,000 |
| Editing per episode | Podcast launch for Ferris & Ward | 6 | $600 |
| Episode planning | Podcast launch for Ferris & Ward | 1 | $2,200 |
| Fabrication and install | Trade show booth for Cobalt Valve | 1 | $22,000 |
| Proposal | Client | Status | Value | Sent | Valid until | Decided on |
|---|---|---|---|---|---|---|
| Photography library for Redwood Lodge | Redwood Lodge | Expired | $16,800 | Aug 10, 2026 | Sep 9, 2026 | — |
| Packaging concepts for Bluebird Tea | Bluebird Tea | Declined | $14,000 | Aug 25, 2026 | Sep 24, 2026 | Sep 24, 2026 |
| Brand refresh for Linden Hardware | Linden Hardware | Accepted | $28,500 | Sep 9, 2026 | Oct 9, 2026 | Oct 9, 2026 |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | Viewed | $24,000 | Oct 3, 2026 | Oct 10, 2026 | — |
| Launch video for Tamarind Foods | Tamarind Foods | Sent | $19,500 | Oct 8, 2026 | Oct 15, 2026 | — |
| Website redesign for Fogarty Dental | Fogarty Dental | Negotiating | $36,000 | Oct 12, 2026 | Oct 19, 2026 | — |
| Audit and roadmap for Starling Bank Group | Starling Bank Group | Accepted | $9,800 | Sep 19, 2026 | Oct 19, 2026 | Sep 19, 2026 |
| Podcast launch for Ferris & Ward | Ferris & Ward | Sent | $11,200 | Oct 14, 2026 | Oct 21, 2026 | — |
| Proposal | Client | Status | Value | Sent | Valid until | Decided on |
|---|---|---|---|---|---|---|
| Photography library for Redwood Lodge | Redwood Lodge | Expired | $16,800 | Aug 10, 2026 | Sep 9, 2026 | — |
| Packaging concepts for Bluebird Tea | Bluebird Tea | Declined | $14,000 | Aug 25, 2026 | Sep 24, 2026 | Sep 24, 2026 |
| Brand refresh for Linden Hardware | Linden Hardware | Accepted | $28,500 | Sep 9, 2026 | Oct 9, 2026 | Oct 9, 2026 |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | Viewed | $24,000 | Oct 3, 2026 | Oct 10, 2026 | — |
| Launch video for Tamarind Foods | Tamarind Foods | Sent | $19,500 | Oct 8, 2026 | Oct 15, 2026 | — |
| Website redesign for Fogarty Dental | Fogarty Dental | Negotiating | $36,000 | Oct 12, 2026 | Oct 19, 2026 | — |
| Audit and roadmap for Starling Bank Group | Starling Bank Group | Accepted | $9,800 | Sep 19, 2026 | Oct 19, 2026 | Sep 19, 2026 |
| Podcast launch for Ferris & Ward | Ferris & Ward | Sent | $11,200 | Oct 14, 2026 | Oct 21, 2026 | — |
| Proposal | Client | Status | Value | Sent | Valid until | Decided on |
|---|---|---|---|---|---|---|
| Photography library for Redwood Lodge | Redwood Lodge | Expired | $16,800 | Aug 10, 2026 | Sep 9, 2026 | — |
| Packaging concepts for Bluebird Tea | Bluebird Tea | Declined | $14,000 | Aug 25, 2026 | Sep 24, 2026 | Sep 24, 2026 |
| Brand refresh for Linden Hardware | Linden Hardware | Accepted | $28,500 | Sep 9, 2026 | Oct 9, 2026 | Oct 9, 2026 |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | Viewed | $24,000 | Oct 3, 2026 | Oct 10, 2026 | — |
| Launch video for Tamarind Foods | Tamarind Foods | Sent | $19,500 | Oct 8, 2026 | Oct 15, 2026 | — |
| Website redesign for Fogarty Dental | Fogarty Dental | Negotiating | $36,000 | Oct 12, 2026 | Oct 19, 2026 | — |
| Audit and roadmap for Starling Bank Group | Starling Bank Group | Accepted | $9,800 | Sep 19, 2026 | Oct 19, 2026 | Sep 19, 2026 |
| Podcast launch for Ferris & Ward | Ferris & Ward | Sent | $11,200 | Oct 14, 2026 | Oct 21, 2026 | — |
Waiting on a decision
| Proposal | Client | Status | Value | Sent | Valid until | Decided on |
|---|---|---|---|---|---|---|
| Photography library for Redwood Lodge | Redwood Lodge | Expired | $16,800 | Aug 10, 2026 | Sep 9, 2026 | — |
| Packaging concepts for Bluebird Tea | Bluebird Tea | Declined | $14,000 | Aug 25, 2026 | Sep 24, 2026 | Sep 24, 2026 |
| Brand refresh for Linden Hardware | Linden Hardware | Accepted | $28,500 | Sep 9, 2026 | Oct 9, 2026 | Oct 9, 2026 |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | Viewed | $24,000 | Oct 3, 2026 | Oct 10, 2026 | — |
| Launch video for Tamarind Foods | Tamarind Foods | Sent | $19,500 | Oct 8, 2026 | Oct 15, 2026 | — |
| Website redesign for Fogarty Dental | Fogarty Dental | Negotiating | $36,000 | Oct 12, 2026 | Oct 19, 2026 | — |
| Audit and roadmap for Starling Bank Group | Starling Bank Group | Accepted | $9,800 | Sep 19, 2026 | Oct 19, 2026 | Sep 19, 2026 |
| Podcast launch for Ferris & Ward | Ferris & Ward | Sent | $11,200 | Oct 14, 2026 | Oct 21, 2026 | — |
A follow-up rhythm that works
A proposal that is sent and forgotten is a proposal lost. Pick a rhythm and put it on the calendar the day you send.
Same day: confirm they received it and offer a 15-minute walk-through.
Three days later: ask whether the price or the scope is the sticking point.
One week later: offer to adjust the scope. Do not cut the price first.
Two days before it expires: say the date and ask for a decision either way.
The Expiring this week list shows every proposal that needs a nudge right now.
Write down why you priced it the way you did. It makes the next proposal faster.
Day rate used
Margin target
What is excluded
Discount rules
Offer at most ten percent for work paid up front.
What's inside
3 tables · 9 views · 1 form · 2 row actions · 1 agent4 pages
- Proposals Tracker
- Win and loss dashboard
- Follow-up schedule
- Pricing notes
2 tables
- Proposals7 views · 10 sample rows
- Line items1 view · 14 sample rows
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