The whole desk, described honestly
Each feature below explains what it is, where it earns its keep, and which plan carries it. If the demo can't do it, this page doesn't claim it.
A document moves through four stations
Template in, line items live, preview retypeset, approval recorded. The same spine for proposals, invoices, quotes, and SOWs.
01
Choose the type
Proposal, invoice, quote, or statement of work — the template opens with starter items and house notes.
02
Make it yours
Title, client block, items, discount, tax, notes. Every edit lands on the sheet and the trail.
03
Proof the preview
The paper preview retypesets as you type; the math is validated before anything sends.
04
Send & export
Approval requested and recorded; CSV and JSON exports leave with the document intact.
Four document types, one engine
Proposals, invoices, fixed quotes, and statements of work share one editor, one preview, and one approval trail. Each type opens from a typed template — starter line items, house notes, the right validity window — so a document begins as a document, not a blank page.
- Practical use case
- A consultancy quotes a discovery sprint on Tuesday, converts the win into a statement of work on Friday, and invoices the same engine monthly — three document shapes, one recorded system.
- Benefit
- One place to learn, one place to audit. Nothing about how a document reads is left to whichever file template was copied last.
- Subscription tier
- All plans include all four document types.
The switcher with all four starting points is just below — scroll to try it.
Line items with live totals
Items are rows — description, quantity, rate — with the line total computed as you type. Subtotal, percentage discount, tax, and grand total stack in order and recount on every keystroke. Rows can be added, edited, reordered, or removed without leaving the keyboard.
- Practical use case
- A studio grades a proposal by phase, offers a 5% partner discount, adds tax, and watches the grand total settle before the client ever sees a number.
- Benefit
- No spreadsheet round-trip, no copy-paste errors — the number on the sheet is the number in the math, always.
- Subscription tier
- Available on every plan; custom number formats arrive with Byline.
The working calculator is just below — scroll to try it.
A preview that retypesets live
The editor keeps a paper preview beside your fields — masthead, kicker, client block, hairline item table, ruled totals, notes. It re-typesets as you type, in the document's accent, exactly the way a client will read it.
- Practical use case
- Before an approval request goes out, the writer proofs the real sheet — not an approximation of it.
- Benefit
- What you approve is what they read. The preview kills the last-minute 'wait, which version did they get?' scramble.
- Subscription tier
- Included on all plans.
Whitfield & Co.
QUOTE · № PC-110
Editorial proof
Site rework — fixed scope
Prepared for Elena Brandt, Northgate Fitness
- Defined scope — fixed price
- 1 × 5600
- Contingency allowance
- 1 × 400
Simulated document — ProposalCraft demo. Drafted, priced, previewed, and recorded entirely in your browser.
Send for approval, keep the verdict
Sending a document requests a decision from the client contact. The send is recorded, status changes to awaiting, and the decision — approved or declined, with a note — is logged on the document and in the Approvals page. Nothing about the decision is inferred; it is recorded.
- Practical use case
- A partner wants to know what was agreed with Northgate in October. The trail shows the send, the approval, and the note — with timestamps, line by line.
- Benefit
- Every yes and no becomes an entry you can defend, with the document it belongs to kept intact.
- Subscription tier
- Recorded trail on all plans; a client-facing decision portal arrives with Byline. Demo note: decisions are simulated on your screen and labeled as such.
One document, one record — this is what a send and a decision write:
09:12 — sent
Sent for approval
Decision requested from Harriet Silva (harriet@lantern.example)
10:47 — decision
Client approved the document
“Good to go. Invoice accordingly.”
Illustrative record — the real trail is written by the demo, in your browser.
Exports that survive the demo
Every document exports as a CSV of its line items or a JSON file of the full record — including the approval trail. The whole workspace exports as one JSON file, and the Approvals page exports a summary CSV of every document's status and value.
- Practical use case
- Month-end: an assistant exports the approvals summary CSV for the ledger and files each JSON record with the engagement.
- Benefit
- The record leaves the demo exactly as it lived in it — nothing trapped in a database you can't touch.
- Subscription tier
- CSV on every plan; workspace JSON on all plans; white-label report styling with Masthead.
ref,kind,title,status,total
PC-114,Proposal,Brand system refresh,Approved,"12,000.00"
PC-112,Invoice,October retainer,Approved,"2,648.00"
PC-110,Quote,Site rework,Declined,"6,000.00"Approvals summary CSV — alongside per-document item CSVs and full-record JSON.
House defaults that stick
Workspace name, default tax, the validity window for quotes, whether house notes print on new sheets — all set once in Settings and applied to every new document, while the masthead from your workspace names every sheet.
- Practical use case
- A firm standardizes: 0% tax for net quotes, 14-day validity, notes always on. New documents arrive correct by default.
- Benefit
- New documents start consistent; the editor only ever touches what's genuinely specific to the deal.
- Subscription tier
- Included on all plans.
- Workspace name on every masthead
- Default tax applied to new documents
- Validity window for quotes & proposals
- House notes printed per your toggle
The totals engine, on your page
The same math the editor uses: quantity × rate, discount, tax, and total. Move anything.
This is the real totals engine from the editor. Move any input and every figure, including the sheet preview beside it, recounts.
- Line total (6 × $750)
- $4,500.00
- Discount (5%)
- − $225.00
- Tax (0%)
- + $0.00
- Total
- $4,275.00
Whitfield & Co.
LIVE EXAMPLE · № PC-999
Editorial proof
Your line, retypeset
Prepared for Anyone, in real time
- One line item
- 6 × $750
- Discount
- 5% off
- Tax
- 0% on the net
Simulated document — ProposalCraft demo. Drafted, priced, previewed, and recorded entirely in your browser.
Four templates, retypeset on click
Switch document type and accent — the proof sheet beside the controls is the output.
Each document starts from a typed template with starter items and house notes. Switch and watch the sheet retypeset.
Whitfield & Co.
PROPOSAL · № PC-114
Editorial proof
Brand system refresh
Prepared for Fernhart Goods
- Discovery & framing workshop
- 2 × 900
- Design exploration, two routes
- 6 × 750
- Delivery package & handover
- 8 × 750
Simulated document — ProposalCraft demo. Drafted, priced, previewed, and recorded entirely in your browser.
Everything above runs inside the demo.
Pre-seeded, browser-local, and about four minutes if you go straight through.