Skip to main content

Platform

A proposal that looks like you sent it.

Every section is editable: cover letter, scope of work, schedule, pricing, exclusions, terms, signature. Your logo, your color palette, your boilerplate — out of the box.

  • 8

    Default sections

  • Yes

    Reorder + visibility toggles

  • Built-in

    PDF export

What this delivers

Outcomes, not just features.

  • Cover letter, scope, schedule, pricing, exclusions, terms
  • Reorderable sections with show/hide toggles
  • Live preview while you edit
  • Org-level branding (logo, color, header)
  • PDF export ready to attach to a bid email

Proposal Editor features

The mechanics behind the headline.

  • Editable everything

    Each section is a block; rearrange, hide, or rewrite without losing the structured data underneath.

  • Brand-aware

    Logo, color palette, header / footer all driven by org settings.

  • Live PDF

    Preview is a true representation; PDF export matches without surprise.

Related pillars

Threads through the rest of the platform.

Frequently asked

Questions about Proposal Editor.

Can I save a section as a template?
Yes — section templates are org-scoped and reusable across projects.

Next move

See Proposal Editor on your real bid.

Pilots run end-to-end on real plan sets. Bring one we should review.

Proposal Editor — OmniTakeoff