Proposals Tracker
Ashgrove Creative · Sales proposals · Raleigh, NC
Beatrix Montgomery runs an agency and uses this to see which proposals are out, which expire soon and which she wins.
Use this templateBoard
ProposalsEmail program for Marigold Pharmacy
Launch video for Tamarind Foods
Trade show booth for Cobalt Valve
Podcast launch for Ferris & Ward
Annual social retainer for Oakhurst Realty
Website redesign for Fogarty Dental
Brand refresh for Linden Hardware
Audit and roadmap for Starling Bank Group
Packaging concepts for Bluebird Tea
Photography library for Redwood Lodge
Tables
Proposals
10 sample rows · 12 columnsEvery proposal from draft to decision with its value and expiry.
| Proposal | Client | Status | Value | Sent | Valid until | Owner |
|---|---|---|---|---|---|---|
| Photography library for Redwood Lodge | Redwood Lodge | $16,800 | Aug 8, 2026 | Sep 7, 2026 | Ulysses Adeyemi | |
| Packaging concepts for Bluebird Tea | Bluebird Tea | $14,000 | Aug 23, 2026 | Sep 22, 2026 | Rhiannon Pugh | |
| Brand refresh for Linden Hardware | Linden Hardware | $28,500 | Sep 7, 2026 | Oct 7, 2026 | Kenji Watanabe-Cole | |
| Audit and roadmap for Starling Bank Group | Starling Bank Group | $9,800 | Sep 17, 2026 | Oct 17, 2026 | Rhiannon Pugh | |
| Trade show booth for Cobalt Valve | Cobalt Valve | $41,000 | Oct 8, 2026 | Oct 22, 2026 | Kenji Watanabe-Cole | |
| Podcast launch for Ferris & Ward | Ferris & Ward | $11,200 | Oct 15, 2026 | Oct 25, 2026 | Ulysses Adeyemi | |
| Website redesign for Fogarty Dental | Fogarty Dental | $36,000 | Oct 5, 2026 | Nov 4, 2026 | Kenji Watanabe-Cole | |
| Annual social retainer for Oakhurst Realty | Oakhurst Realty | $24,000 | Oct 11, 2026 | Nov 10, 2026 | Beatrix Montgomery | |
| Launch video for Tamarind Foods | Tamarind Foods | $19,500 | Oct 13, 2026 | Nov 12, 2026 | Ulysses Adeyemi | |
| Email program for Marigold Pharmacy | Marigold Pharmacy | $12,500 | — | — | Beatrix Montgomery |
Line items
14 sample rows · 5 columnsThe itemized lines inside each proposal.
| 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 |
| Graphics set | Trade show booth for Cobalt Valve | 3 | $1,666 |
| Monthly posting plan | Annual social retainer for Oakhurst Realty | 12 | $1,500 |
| Recording sessions | Podcast launch for Ferris & Ward | 6 | $900 |
| Script and storyboard | Launch video for Tamarind Foods | 1 | $3,500 |
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