Scope and readiness
The proposal is built from the workspace campaign plan. It summarizes the included scope and a readiness checklist so the client sees what is in plan and what still needs to be confirmed.
Client proposals help
Build, share, and export a campaign data proposal.
Use this guide to turn a workspace campaign plan into a client-ready proposal, share it as a signed link, and export it to PDF.
What the proposal includesBuilt from the campaign plan
Public competitor pricing
A comparison of publicly modeled competitor totals against CA Voter, so the client can see the pricing context. These are public reference figures, not the client's quote.
Budget by category
External program budget lines (mail, media, and other vendor spend) grouped by category, plus the largest individual lines.
Total investment
When a markup is configured for the workspace, the proposal shows a single Total investment figure — the marked-up price the client pays. Internal cost and margin are never shown on the proposal.
Next steps
The closing actions the client should take, so the proposal ends with a clear path forward.
Sharing with a clientSigned, read-only links
Create a signed link
Generate a read-only proposal link from the proposal page. The link captures a frozen snapshot of the proposal as it stands at that moment.
Client reviews and decides
The client opens the link, reads the proposal, and can approve it or request changes directly on the page. Their decision is recorded against the link.
Links expire
Each signed link has an expiration date shown on the shared page. Existing links keep the snapshot they were created with; regenerate a link to share an updated proposal.
Exporting and privacyPDF and what stays internal
PDF export
Both the internal proposal and a shared link can be exported to a branded PDF that mirrors the on-screen proposal, including the Total investment line when a markup is set.
What clients never see
Your internal cost, gross margin, and margin percentage stay in the billing report. They are not written into the shared snapshot, the shared page, or the PDF.