Proposal Tracker — Notion or Excel, won/lost with reasons
By Nydaymuse · Updated
What belongs in a proposal tracker?
Three linked lists: clients, proposals sent (amount, status, follow-up), and outcomes with reason codes when deals decide. Track the decision — do not rewrite the PDF here.
Proposals die in inboxes when nobody records why. Freelancers need a calm win/loss log — not another Pitch / proposal-PDF kit.
Quill is Nydaymuse’s $12 dual-format proposal tracker: Clients, Proposals, and Outcomes as Notion CSVs and as an Excel / Sheets workbook (README, Dashboard, Proposals, Outcomes, Win_Loss, Weekly_Review). Pick one.
Why win/loss needs a log
A sent proposal still needs a recorded decision. Use Quill to track sent → won/lost with reasons, choosing the Notion CSV imports or the workbook.
Quill is not a proposal writer. Pair it with Close to draft, free Quote to price, Lane for the full Lead→Paid path, and Beacon for Day 0/3/7/14 nudges after send.
Reason codes that stay short
| Code | Meaning |
|---|---|
| Price | Fee or tier did not land |
| Timing | Start date / season slipped |
| Fit | Scope matched (often a win signal) |
| In-house | They hired or did it inside |
| Ghosted | No reply after send |
| Budget | Money approved later / not yet |
Keep codes short and consistent. Win_Loss rolls Lost counts by reason so patterns show up on Friday review.
Weekly review checklist
- Move ready Draft proposals to Out.
- Bump anything past follow_up_date.
- Log Outcomes for every decided proposal.
- Tag Lost with a short reason_code + one lesson.
- Park Withdrawn so open $ stays honest.
Quill — dual Notion + Excel pack ($12)
One zip. Notion CSVs + import README, or open Quill-Proposal-Tracker.xlsx (Dashboard, Proposals, Outcomes, Win_Loss, Weekly_Review). SAMPLE data included. Buy once. No support. Not a Pitch revival.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Quill includes both formats so you can choose.
Is Quill a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline).
How is Quill different from Close or Lane?
Close helps you write proposals. Lane is the full Lead→Paid OS. Quill is the dual-format win/loss tracker for proposals already sent.