> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plansync.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Proposals

> Proposal creation, client sharing, and lifecycle workflows.

# Proposals

PlanSync proposals connect estimate data with client communication.

## Proposal lifecycle

Common lifecycle states:

* Draft
* Sent
* Viewed
* Accepted / declined
* Change requested

## Core capabilities

* Build proposal line items (manual or from takeoff sources)
* Preview and generate proposal documents
* Send/resend to clients
* Duplicate for iterative workflows
* Track revisions, comments, and portal messages

## Proposal templates

Workspace-level templates standardize:

* Cover copy and structure
* Default values and assumptions
* Branding presentation

## Public proposal portal

Client actions are supported through public tokenized routes:

* View proposal
* Accept
* Decline
* Request changes
* Exchange messages

Keep proposal URLs confidential because token possession grants access.