Internal Tool

New Proposal

Fill in client details, select packages, and paste the site audit. Submitting will create the proposal page, update Twenty CRM, and create an Invoice Ninja client automatically.

01 — Client Information

Business Name *

Website

Contact Name *

Contact Email *

Phone

Market / Service Area

02 — CRM & Billing Links (leave blank to auto-create)

Twenty CRM Opportunity ID optional

Invoice Ninja Client ID optional

If left blank, n8n will search for an existing client by email before creating a new one — no duplicates.

03 — Packages & Pricing

Click a package to include it. Override the default price if needed for this client.

Setup Total

Monthly Total

$0/mo

04 — Site Audit

Include Site Audit

Paste or type the audit findings — they'll appear as tabs on the proposal page

Audit Title

Audit Introduction

Quick Score Indicators

SEO Score

UX Score

Tech Score

Audit Sections (one per tab on the proposal)

05 — Roadmap / Timeline optional

Phase 1

Phase 2

Phase 3

06 — Personal Note optional

Message to Client

Prepared By

Proposal Date

Proposal Created

The proposal is live and linked to Twenty CRM and Invoice Ninja.

View Proposal → Copy Client Link Back to Hub