Proposal
Do next
Loading what needs you…
Last 30 days
Recent activity
Nothing yet.
No database is configuredso there is nothing to count. Demos, prospects and leads all need one.
| Prospect | Status | Owner | Last activity | Demos |
|---|
No prospects yet. Build a demo and the company appears here.
Proposal
Products they ship
From their website
| Product | Size (mm) | Weight | Fragility | Status |
|---|
No products yet. Re-read their site, or add lines by hand.
Orders they priced
| When | Who | What |
|---|
Nothing priced yet. When they plan an order through their demo, it appears here.
Details
Timeline
New demo
Works for Shopify stores. Anything else: paste their list instead.
Name, dimensions in mm, weight. Only the dimensions are required.
Nothing yet. Read their website or paste a list — the demo's product lines appear here.
| Prospect | Products | Built by | Sent | Status | Opened |
|---|
No demos yet. The ones you create appear here, with whether the prospect has opened them.
New proposal
Start from a template
A template is the sections a proposal starts with. You can change anything that isn't locked, and switch template later — what you've written stays.
How templates work
A template is the sections a proposal starts with. A rep picks one when they start writing, then changes what they need to. Editing a template changes future proposals only — the ones already written keep what they had.
Press the padlock in a section's gutter to lock it: a rep sees it on the proposal but can't change or remove it. Good for who PackNBag is, and terms.
Press the padlock in a section's gutter to lock it: a rep sees it on the proposal but can't change or remove it. Good for who PackNBag is, and terms.
Versions
Comments
| When | Who | Prospect | What | From |
|---|
No leads yet. When someone saves their plan, waits on stock, or prices an order through a demo or the public /try link, it appears here.
Containers–boxes and mailers in the range
The engine can use–
Missing dimensions–skipped, never guessed
Out of stock–
| Product | Outside (mm) | Inside (mm) | Unit | Pack | Price | Engine |
|---|
Nothing matches that.
Read from the live catalogue.
People
| Person | Role | Last seen | Password |
|---|
Activity
Everything anyone did, in their own name, newest first
| When | Who | Did |
|---|
Nothing logged yet.
Add someone
You'll see a temporary password once. Read it to them — nothing is emailed — and they'll choose their own on first sign-in.
Proposal templates
| Template | Sections | Used by | Updated |
|---|
Put Pack Assist on a landing page
Paste this where the tool should appear on any page. It grows with the plan, keeps the ad's UTM tags so leads show their campaign under Leads & plans, and tells the page when someone leaves their details or goes to checkout.
One line, any page. The tool appears where the line is pasted, or inside an element with id="pack-assist" if the page has one. Which sites may show it is set in Vercel by EMBED_ORIGINS: * for any secure (https) site, or a list of addresses to allow only those.