Most tools treat a proposal as a document you make and then forget. That is the wrong shape. A proposal is the earliest point at which you know something about future revenue, and throwing that away is why so many businesses cannot answer a simple question about next quarter.
Write it here, or bring your own
The editor gives you scope, deliverables, timeline and pricing, with line items that add up and tax worked out. Send a link and your client accepts or declines on the page — no login, no PDF round trip, no "did you get my email".
But plenty of proposals are already written. A deck, a scope document, something your lawyer drafted. Upload the PDF and it is a proposal: it counts toward your pipeline, it can go out for signature, and it converts into a contract with a billing schedule. None of that ever depended on the narrative fields.
Weighted, not wishful
Every open proposal carries a win probability you set. The dashboard shows the raw total and the weighted one side by side, and never adds either into the money you have actually collected.
What happens when you win
One click turns an accepted proposal into a contract, spreading its value across the term and writing every future payment date into the forecast. An uploaded proposal carries its document across, so the agreement is the file you already had.
Nothing is retyped, which is the whole point of tracking proposals here rather than in a folder.