A proposal in Wintura starts from a brief — anything you can paste into a text box. Email from a prospect, RFP excerpt, your own meeting notes, even a Slack DM thread.
Open the New Proposal flow
From the dashboard, click New Proposal in the top right. You land on /dashboard/proposals/new with a three-step segmented stepper.
Step 1: Tell Wintura about the deal
Three required fields:
- Client name — the company or person you're proposing to
- Service type — pick the closest match (SEO, PPC, content, branding, web design, social, etc.). This shapes the section structure.
- Brief — paste the source material. The richer the brief, the better the first draft. 200+ words is ideal, but 50 will do.
Optional but useful: Budget range and Project timeline sharpen the pricing and scope sections.
Step 2: Generation
Click Generate. The progress overlay walks through ~5 stages: outline → executive summary → approach → deliverables → pricing. Total time is usually 60–90 seconds.
Step 3: Edit inline
Every section is rich-text editable. Click anywhere and type. The auto-save kicks in 1 second after you stop typing.
Common edits:
- Drag sections — grab the handle on the left to reorder
- Add a section — click
+ Add Sectionat the bottom - Change pricing — click any line item to edit description, quantity, or rate
- Adjust title and date — click them in the cover header to inline-edit
Send
When you're happy, click Review & Send in the top-right pill. You can email it directly to the client or copy a magic link to paste anywhere (Slack, your own email, iMessage).
Tips
- The first proposal you generate teaches Wintura your voice. Subsequent generations get faster and on-brand.
- Use Clone on a similar past proposal as a starting point for repeat services.
- Sample proposals can't be sent — clone them or create a new one for real clients.