Estimate & Proposal Builder
Build a client proposal and watch the price recompute, then hold it for approval. The back and forth of pricing a client engagement: fixed base scope plus optional add-ons, with the subtotal, bundle discount, and monthly total recomputing live, then held for a person to approve.
Try it: toggle the optional scope items and watch the subtotal, bundle discount, and monthly total recompute. Send the proposal for approval and it holds, unsent.
Synthetic sample data. The firm, the client, and every figure are invented.
The instrument. Try it.
Proposal for Foundry Row Restaurants (SAMPLE) · Prepared 31 Mar 2026
Base scope is fixed. Toggle the optional services and watch the totals recompute.
Base scope · always included
Optional scope · 3 of 6 added
Estimate ledger · monthly
Demonstration outbox: held, not sent
Send a proposal and it stops here. Nothing leaves this page.
What this demonstration shows
What enters
A base engagement and a set of optional scope items, each with a price.
Where a person decides
A person toggles the optional scope and approves the proposal before it would go out.
What is held, not sent
Approved proposals stop in a demonstration outbox. Nothing is sent.
What is logged
Every proposal held for approval, with its scope, total, and time, is recorded in an audit history.
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