Proposals Overview

Proposals are the starting point of every client engagement in Omako. You build a proposal, send it to a client, and — once accepted — convert it into a tracked project.

Proposal Lifecycle

Draft → Sent → Accepted
                └→ Declined
                └→ Expired

Status	What it means
Draft	Work in progress. Only visible to you.
Sent	Shared with the client via a link. Awaiting their response.
Accepted	Client clicked Accept. Can be converted to a project.
Declined	Client clicked Decline. Can be edited and re-sent.
Expired	Validity date has passed without a response.

The Proposals List

Go to Proposals in the left sidebar to see all your proposals.

Filtering by Status

Use the tab bar at the top to filter: All, Draft, Sent, Accepted, Declined.

Filtering by Category

Click the category chips to narrow down by project type: Branding, Web, Mobile, Motion, Copywriting, Strategy, Photography, Other.

Sorting

Use the sort dropdown to order by: Newest, Oldest, Highest value, Lowest value, Title A–Z.

Searching

Type in the search bar to filter proposals by title or client name.

Actions on a Proposal

Right-click or hover a proposal in the list to reveal quick actions:

• Duplicate — creates a new draft copy
• Delete — permanently removes the proposal (not available for Accepted proposals)

Next Steps

• Creating a Proposal →
• Sending & Tracking →