🎨 Agency Branding
🖼️
Click to upload logo
PNG, JPG, SVG · max 2MB
📋 Proposal Details
👤 Client Information
🛠 Services & Line Items
| Service | Description | Notes | Qty | Unit Cost | Line Total |
|---|
Subtotal
$0.00
Discount
-$0.00
Tax (%)
$0.00
Total Due
$0.00
🎯 Scope of Work
📜 Terms & Conditions
Shown on proposal PDF. Edit per client as needed.
📝 Notes & Closing
✍️ Signature
Saved Signature
None
Client Signature Block (printed on PDF)
Client Signature
Printed Name
Date
Client Intake Form
Marketing discovery questionnaire — responses auto-generate Scope of Work.
📋 Intake Details
❓ Discovery Questions
Max 600 words per answer
Q1. Who is your ideal customer, and what do you want them to know or feel about your business?
0 / 600 words
Q2. How are customers currently finding you — online, social media, word of mouth?
0 / 600 words
Q3. Which platforms are you active on today, and what's been working or not working for you?
0 / 600 words
Q4. What are your top goals for the next 2–3 months — more foot traffic, more awareness?
0 / 600 words
Q5. What marketing tasks do you feel comfortable handling yourself, and where would you like support?
0 / 600 words
Q6. Do you have a budget range in mind so I can recommend the most impactful, cost-effective options for you?
0 / 600 words
Proposal Preview
Rendered output — matches PDF.
Proposals Database
All saved proposals with bulk actions.
📁 All Proposals
| Proposal # | Company | Client | Title | Date | Total | Status | Actions |
|---|
Intake Records
All saved client intake forms.
| Company | Contact | Date | Scope Generated | Actions |
|---|
Email Inbox
IMAP inbox — replies to sent proposals.
📬 Messages
Configure IMAP in Settings to load inbox.
📖 Message
Select a message to read it.
Companies
All proposals and intakes must be linked to a company.
| Company Name | Phone | Website | Industry | Actions |
|---|
Settings
✉️ Email
🔢 Numbering
🛠 Services
📜 T&C
🔒 Security
💾 Data
📤 SMTP — Outgoing
⚠️ Deploy api.php to your Hostinger server for live SMTP. This app calls
./api.php on the same domain. In browser-only mode the mailto fallback is used.Use TLS/STARTTLS
Port 587. Disable for SSL port 465.
📥 IMAP — Incoming
🔢 Proposal Numbering
🛠 Service Dropdown Options
📜 Default Terms & Conditions
🔒 Change Password
📱 SMS 2FA (Twilio)
ℹ️ SMS 2FA requires Twilio. Save credentials in api.php config or enter below.
💾 Data Management
ℹ️ Data is stored server-side via api.php when deployed. In browser-only mode, localStorage is used. Export to Excel regularly for local backup.
Auto-export Excel on save
Downloads updated Excel on every proposal save.
Integrations
🔷 Jira
Not connected
ℹ️ Connect Jira to attach the proposal PDF to a ticket using the Atlassian REST API v3.
🔒 SSL Certificate
✅ Hostinger provides FREE SSL certificates via Let's Encrypt for all hosted domains.
To enable SSL on Hostinger:
1. Log in to Hostinger hPanel → SSL
2. Click "Install SSL" next to your domain
3. Select Free SSL (Let's Encrypt) and click Install
4. Wait 5–15 minutes for propagation
5. Enable "Force HTTPS" in hPanel → SSL → Force HTTPS
Your api.php already sends secure cookies (
After SSL is active: Access your site at
1. Log in to Hostinger hPanel → SSL
2. Click "Install SSL" next to your domain
3. Select Free SSL (Let's Encrypt) and click Install
4. Wait 5–15 minutes for propagation
5. Enable "Force HTTPS" in hPanel → SSL → Force HTTPS
Your api.php already sends secure cookies (
Secure; HttpOnly; SameSite=Strict) which require HTTPS.After SSL is active: Access your site at
https://yourdomain.com