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Advisor dashboard

Proposals

Manage every client proposal in one place.

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0Approved

Add a new proposal

Each proposal is its own password-gated file. To add a client, duplicate the template, customize it, then register it here so it appears in the dashboard and the client can sign in with their code.

01

Duplicate the template

Copy Proposal - Hayward Kitchen.html and rename it for the new client (e.g. Proposal - Tahoe Loft.html).

02

Customize & set the password

Edit the content, pricing, and milestones. Change the PASSWORD and KEY values near the bottom of the file to a unique code.

03

Register it below

Add one entry to the PROPOSALS list at the top of this page's script. It appears here instantly.

{
  id:        "tahoe-loft",
  project:   "Lakeview Loft Remodel",
  client:    "Client Name(s)",
  address:   "Street, City, CA",
  value:     "$0,000",
  status:    "draft",        // draft | sent | approved
  date:      "Jun 2026",
  file:      "Proposal - Tahoe Loft.html",
  code:      "unique-code",   // must match the file's PASSWORD
  unlockKey: "omg-prop-tahoe-unlocked" // must match the file's KEY
}

Note: this dashboard runs in your browser. When you're ready for proposals and approvals to sync across devices automatically, we'll connect a backend — the structure here is built to drop into one.

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