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Proposal Tracker

For a proposal you’ve already decided to pursue: every section and review, who owns it, when it’s due, and who gets a reminder before it slips.

Example toolInvented business, people and figures. Nothing you enter leaves this page.

Stonebridge Facility Services

Tasks done

Due in the next 7 days

Late

Blocked

Tasks

Owner

Notification rules

Remind owners when a task is due within two daysGoes to the task owner Tell the proposal manager when a task is lateGoes to Priya N. Tell the proposal manager when a task is blockedGoes to Priya N. Send the team a summary at 8 AMGoes to everyone on the proposal

Going out today 0

Example only: nothing is sent from this page.

What the example shows

Proposal teams lose time chasing status. Here the schedule, the owners and the reminders all come from the same list.

One schedule for the whole responseSections, reviews and production steps sit against the submission date, with late and blocked work called out.
Reminders that follow rulesOwners hear about deadlines before they arrive, and the proposal manager hears when something is late or blocked.
Shaped to your processReview stages, roles, message wording and who gets which reminder are set up for your team.

Running proposals from a spreadsheet and an inbox?

Tell me how your team builds a response today. A tracker like this can be set up around your reviews and deadlines.