Proposal Pipeline Stages

Controls the stages for issued commercial quotes through to won/lost.

Pre-Quote Lead Triage Stages

Stages for qualifying inbound enquiries before converting to a formal quote.

Sales Targets

The annual target, the average sale, and how each channel is expected to contribute — with two conversion rates per channel (lead → quote, quote → close). Everything below the inputs is calculated, exactly as the spreadsheet did it.

Sales collateral

Written once, reused everywhere: the positioning statement goes into the weekly Top-10 email; the target profile is what you hand a new Centre of Influence.

Master Rate Card Constants

Shared numbers every estimate is built on. rate_cards/constants — separate from the rate cards below, saved separately.

Manage Rate Cards

Each rate card is a service — Laser Cleaning, Concrete Grinding, whatever you add next. Its shape below decides what quote.html shows once it's picked: priced from this rate card's own item list or free-typed, a single quantity box or length×width×depth, and whether thickness scaling, a difficulty ladder, or checkbox modifiers apply. Turning a field off doesn't erase item data already entered for it — it just stops showing until turned back on. rate_cards/services.

Item Catalog

Named, priced items pulled into quote.html's line-item picker for the rate card selected below. Thickness, difficulty and modifiers only appear here — and only apply in the quote editor — when that rate card's shape (Manage Rate Cards, above) turns them on.

House Style Guide

Sent to the AI with every scope draft in quote.html. Describe tone, phrases you use or avoid, and a worked example or two — the more specific, the less it reads like generic AI copy.

Standard Statements

A small library of reusable paragraphs (standard exclusions, standard safety notes, warranty wording, etc.). The AI is told to reuse these where they genuinely fit a job — never forced in, never guaranteed verbatim. Keep this short; a long list is harder for the AI to judge relevance from, same reasoning as the rate card tag cap.

Proposal Document Wording

The fixed text on every Proposal document (proposal.html) — everything except the quote-specific scope, line items and totals, which always come from the quote itself. Leave a field blank to fall back to its built-in default.

Document Builder

Edit how any document looks, or create a brand-new document type from scratch. Publishing saves a new version — documents already sent keep their original look.

Mailbox Sync

Connect a Kirajade Workspace mailbox so its email correspondence can eventually be matched to client files automatically. Connecting only grants read access to the mailbox — Kirajade never sends email on your behalf.