Client Information
Document Details
Auto-assigned
Payment Method (select to show QR in preview)
Services & Add-Ons
%
Subtotal$0.00
Total$0.00
Notes & Terms
✦ AI
Meeting Notes Parser
Paste your raw meeting notes. AI will extract client info, packages, pricing, and timeline.
✓ PARSED DATA PREVIEW
Client Information
Service Packages
Web Design & Development
Launch
$499–$800
- Up to 4 pages
- Template-based design
- Basic SEO setup
- 7–10 days delivery
- 2 revision rounds
- 30 days support
Business
$899–$1,200
- Up to 7 pages
- Custom branded design
- Copywriting included
- Advanced SEO + Analytics
- 14–21 days delivery
- 3 revision rounds
E-Commerce / Pro
$1,899–$2,500
- 10+ pages
- Up to 50 products
- Payment gateway
- Core Web Vitals audit
- 21–35 days delivery
- Unlimited revisions
Add-On Services (optional)
Deliverables
Auto-filled from selected package · Add custom items above
Pricing
| Item | Type | Amount (USD) |
|---|
%
Subtotal$0
Monthly (SMM)$0/mo
Total Project Fee$0 USD
Deposit (50%)$0
Timeline & Terms
📄
PREVIEW EMPTY
Fill out the form and click Generate Preview
Client & Message
Availed Services (select all that apply)
📱 Social Media Management
FB + IG + TikTok + LinkedIn
🌐 Web Development
Custom website design & development
📊 Accounting / Bookkeeping
Financial management & reporting
Onboarding Links
Adds an "Upload Brand Assets" button — logos, images, brand files
Email Subject
Subject:
Fill in client name to generate subject
✉️
PREVIEW EMPTY
Select services & click Generate Email
| Doc # | Type | Client | Service | Amount | Date | Status |
|---|
Settings
Credentials, Google Sheets backend, AI configuration, and data management
Google Sheets Backend
Deploy your Apps Script as a Web App and paste the URL here. All saves/loads will sync to your Google Sheet.
AI Configuration — Proposals Module
Used by the Proposals module to parse meeting notes into structured data. Stored in localStorage only — never sent anywhere except api.anthropic.com.
Admin Credentials
Current Username
ccadmin
Data & Storage
0
Documents
0 KB
Cache size
0
Quotes
Client Business Profiles
Client info submitted via the onboarding questionnaire