The dashboard shows your proposals two ways: a kanban pipeline grouped by status, and a list view sortable by date or value.
Statuses
| Status | What it means | Triggers |
|---|---|---|
draft |
You're still working on it | Default for new proposals |
in_review |
Internal review (optional workflow) | Manual flip |
approved |
Internal sign-off; ready to send | Manual flip via Review workflow |
sent |
Delivered to client (email or magic link) | Auto on successful send |
revision_requested |
Client asked for changes | Auto when client clicks "Request changes" |
won |
Client accepted + signed | Auto on signature |
lost |
Client declined or you withdrew | Manual flip with optional reason + amount |
Reordering within a column
Drag any kanban card up or down within its column. The order persists across sessions and is per-agency, so your team sees the same arrangement.
Moving across columns
Drag a card to a different column to manually flip status. Useful for marking a deal lost after a competitor win, or won if you collected acceptance over the phone (so the audit trail still has a record).
Revision workflow
When a client clicks Request changes on the public proposal link, the status flips to revision_requested and you get an in-app notification with their notes. Edit the proposal in the editor and click Resend — Wintura emails the same link with the updated content.
Each revision increments revision_count on the proposal record. Past versions are stored in proposal_versions so you can always see what changed.
Cloning
The three-dot menu on any proposal card has Clone. This duplicates the proposal as a new draft with [CLONE] prepended to the client name. Useful for similar repeat work.
Cloning a sample proposal strips the sample marker, so the clone behaves like a real proposal (can be sent, signed, and converted to invoice).
Bulk operations
Not yet — each status flip is per-proposal. On the roadmap.