Usage

Creating a Proposal

1. Click New Proposal from the dashboard
2. Enter a title and optional client name in the header

3. Work through each tab:

   Scope - Add a project summary, then create tasks/deliverables with descriptions and a lead entity

   Budget - Select a task, enter line items with cost per unit and quantities. Totals and indirect costs calculate automatically.

   Qualifications - Describe your organization's background and why you're qualified for this project

   Timeline - Set project start date and view the auto-derived Gantt chart. Adjust budget item timing and lead entities as needed.

   Custom Sections - Add unlimited custom sections with Markdown formatting. Import Excel spreadsheets as formatted tables.

   Preview - Review the complete proposal with task-grouped budget and timeline before exporting as a pdf, word, or html file.

Using Custom Sections

Add custom sections to your proposal for any additional content:

1. Click the Custom Sections tab
2. Click + Add Section to create a new section
3. Enter a title and content using Markdown formatting
4. See a live preview of your formatted content
5. Use ↑ and ↓ buttons to reorder sections
6. Click Import Excel to import spreadsheet data as tables

Excel Import: Import .xlsx or .xls files and they'll be automatically converted to Markdown tables. Perfect for budget details, personnel lists, equipment inventories, or any tabular data.

Using Snippets

Click the sidebar icon (☰) to open the snippet library:

• Organization - Pre-written organization descriptions
• Deliverables - Templates for common deliverable types (surveys, assessments, plans)
• Custom - Create and save your own reusable snippets

Click a snippet to insert it at the cursor position in any text field.

Exporting

• PDF - Click "Export PDF" to generate a clean, professional PDF document
• HTML - Click "Export HTML" to download a standalone HTML file
• Print - Use Ctrl+P / Cmd+P in the Preview tab for browser printing

Managing Proposals

• Proposals auto-save as you work
• Click "Proposals" in the header to see all saved proposals
• Create, edit, or delete proposals from the dashboard

Using Templates

Reuse proposal structures by saving them as templates:

1. Save a template — In the editor, click the menu (☰) and select Save as Template. Give it a name and optional category.
2. Browse templates — Click Templates from the dashboard or the editor menu to see all saved templates.
3. Create from template — Click Use Template on any template card to create a new proposal pre-populated with all tasks, budget items, sections, and timeline settings from that template.
4. Delete templates — Click Delete on any template card to remove it.

Templates preserve: scope, tasks, budget items, qualifications, custom sections, timeline settings, and budget timing. Client-specific fields like title and client name are left blank for the new proposal.

Updating

From PyPI

pip install --upgrade propongo

From source

cd propongo
git pull
pip install -e .