> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Proposals

> Create branded, trackable proposals linked to opportunities — and let AI help you write them.

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  >
    PROPOSALS
  </div>

  <p style={{ margin: 0, fontSize: "16px", lineHeight: "1.9", maxWidth: "760px", color: "#FFFFFF" }}>
    Create branded, trackable proposals linked to opportunities — and let AI help you write them.
  </p>
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padding: "6px 12px",
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border: "1px solid rgba(28,117,138,0.12)"
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>
  Overview
</div>

## What Are Proposals?

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>
  Proposals are documents you send to prospects and customers to formalize a deal. In ParsaLink, proposals are created inside the CRM, linked to an **Opportunity**, and sent directly to a **Contact**. You can track when a proposal is opened and whether it's accepted or rejected — without leaving the app.
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***

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display: "inline-block",
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textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px",
border: "1px solid rgba(28,117,138,0.12)"
}}
>
  Workflow
</div>

## Creating a Proposal

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>
  From an **Opportunity** record, click **New Proposal**, or go to the **Proposals** section in the sidebar.

  <Steps>
    <Step title="Set proposal details">
      Give the proposal a title (e.g., "Enterprise License Proposal — Acme Corp Q2"). Link it to an opportunity and select the contact it's going to.
    </Step>

    <Step title="Build the content">
      Proposals are structured in sections. Each section has a heading and a rich-text content block. Default sections include:

      * **Executive Summary** — A high-level overview of what you're proposing and why it matters.
      * **Scope of Work** — What you'll deliver, with specifics.
      * **Pricing** — Itemized pricing table with quantities and totals.
      * **Terms** — Timelines, payment terms, and conditions.
      * **Next Steps** — What happens after the prospect accepts.

      Add, remove, or reorder sections to fit your deal.
    </Step>

    <Step title="Apply branding">
      The proposal automatically uses your workspace name and logo (configured in **Settings → Workspace**). You can also set a custom accent color for the proposal header.
    </Step>

    <Step title="Use AI to draft content">
      Click the **AI Write** button on any section to have Parsa AI generate a first draft. The AI uses context from the linked opportunity, account, and contact to personalize the content. You can edit the output before sending.
    </Step>

    <Step title="Send the proposal">
      Click **Send Proposal**. The contact receives an email with a link to a branded, web-rendered version of the proposal. No PDF download required — the recipient views it in a browser.
    </Step>
  </Steps>
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***

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  style={{ 
display: "inline-block",
color: "#1C758A",
fontSize: "12px",
fontWeight: "700",
marginBottom: "8px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px",
border: "1px solid rgba(28,117,138,0.12)"
}}
>
  Content & Branding
</div>

## Proposal Sections and Branding

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border: "1px solid #E7EAEC",
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boxShadow: "0 14px 34px rgba(20, 61, 78, 0.05)"
}}
>
  Each section supports full rich-text formatting: headings, bullet lists, bold/italic, tables, and embedded images. You can also insert **template variables** like `{{contact.firstName}}`, `{{account.name}}`, and `{{opportunity.value}}` to personalize the content dynamically.

  Your workspace logo appears in the proposal header. The proposal footer shows your workspace name and the contact's name.
</div>

***

<div
  style={{ 
display: "inline-block",
color: "#1C758A",
fontSize: "12px",
fontWeight: "700",
marginBottom: "8px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px",
border: "1px solid rgba(28,117,138,0.12)"
}}
>
  Tracking
</div>

## Tracking Proposal Status

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>
  | Status       | Meaning                                        |
  | ------------ | ---------------------------------------------- |
  | **Draft**    | Being worked on, not yet sent                  |
  | **Sent**     | Delivered to the contact                       |
  | **Viewed**   | The contact has opened the proposal link       |
  | **Accepted** | The contact clicked **Accept** on the proposal |
  | **Rejected** | The contact clicked **Decline**                |
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***

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padding: "6px 12px",
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border: "1px solid rgba(255,111,97,0.14)"
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>
  AI Features
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## AI-Generated Proposal Content

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  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E7EAEC",
borderRadius: "18px",
padding: "20px",
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boxShadow: "0 14px 34px rgba(20, 61, 78, 0.05)"
}}
>
  ParsaLink can draft any proposal section. To get the best results:

  * Make sure the linked opportunity has a complete **Description** field.
  * Add relevant notes to the linked **Account** and **Contact** records before generating.
  * Provide a brief prompt in the AI Write dialog, such as: *"Write an executive summary for a 12-month enterprise SaaS contract focused on operational efficiency."*

  The AI output is a starting point — always review and customize it before sending.
</div>

<Warning>
  Never send AI-generated content without reviewing it. Verify pricing tables, dates, and any factual claims before the proposal goes to the client.
</Warning>

***

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  style={{ 
display: "inline-block",
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fontSize: "12px",
fontWeight: "700",
marginBottom: "8px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px",
border: "1px solid rgba(28,117,138,0.12)"
}}
>
  Automation
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## Automating Proposal Follow-Ups

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border: "1px solid #E3E8EA",
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boxShadow: "0 14px 34px rgba(20, 61, 78, 0.04)"
}}
>
  Use the **Proposal Status Changed** trigger in automations to:

  * Send a follow-up email when a proposal is viewed but not yet accepted after 2 days.
  * Move the linked opportunity to **Closed Won** when the proposal is accepted.
  * Notify the assigned rep when a proposal is rejected so they can reach out immediately.

  See [Automation Triggers](/automations/triggers) for more.
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