Proposal Center
Prepare and manage transportation proposals for qualified opportunities after prospect review and sales qualification.
Production safety: automatic outreach remains
disabled. Actions that change prospect state or
send communications remain inside the existing
controlled operations workflow.
Create Proposal
Open the existing proposal-building workflow for an approved opportunity.
Open →
Opportunity Details
Review company, service type, contact information, and qualification before preparing a proposal.
Open →
Follow-Up After Proposal
Manage proposal follow-up activity through the existing opportunity workflow.
Open →
Full Sales Operations
Open the advanced workspace for pipeline, proposal, and activity controls.
Open →
These focused workspaces organize the existing
PBT Client Acquisition OS. They do not replace or
duplicate backend business logic.