Skip to main content
When the Summary stage looks right, click Generate Proposal to produce a branded document from the current pipeline state. Prophic supports PDF and DOCX output and pulls branding, customer info, and pipeline outputs from your Proposal Template and the attached customer record.

​
Review the Summary stage first

Before generating the proposal, confirm the Summary stage values:
  • Total effort and man days
  • Complexity factor
  • Total cost
  • Effort and cost breakdown per service role
Fix any gaps in the WBS or FSD first so the proposal reflects the final scope.

​
Generate a proposal

1

Open Summary

Go to the Summary stage of the project.
2

Generate

Click Generate Proposal.
3

Choose format

Select PDF or DOCX.
4

Download or preview

Download the file or preview it in the browser.

​
What the proposal includes

The generated proposal contains:
  • Scope overview from the FSD
  • Cost and effort breakdown per service role
  • Total cost and man days
  • Customer details pulled from the Customers CRM (Primary Address, Contact Persons)
  • Branding and boilerplate from the selected Proposal Template

​
Re-export after changes

Nothing is versioned automatically. After any edits to the scope, WBS, or FSD, regenerate the proposal to reflect the latest state.
If you change upstream stages such as the FSD or WBS, regenerate those downstream outputs first before generating the final proposal.

​
Customize branding and layout

To edit template branding, section order, and boilerplate, go to Configurations, then Proposal Templates. For setup details, see Proposal Templates.

Proposal Templates

Configure branded layouts, variables, and boilerplate for proposals.

Edit the WBS

Adjust tasks, hours, roles, and complexity before generating the proposal.