A sample branded proposal workspace.
Start with the personalized notebook demo. It shows how a loft can answer an inquiry with boat data, guided sail sizing, editable sales notes, and a customer-ready proposal.
Start with a sample notebook prepared for a loft.
The primary demo is a guided proposal workspace: pick the sales scenario, search the boat, choose a sail option, edit notes and pricing, then preview the proposal.
Why it matters: better sales-facing presentation improves response speed and helps the loft keep control of brand and pricing.
A Sails proposal workspace
A static personalized notebook with sample customer scenarios, boat lookup, sail options, sales notes, proposal preview, and customer-safe spec conversion.
Open sample workspaceThe customer-facing proposal stays the center of the flow.
The older proposal preview remains here as supporting context. It is secondary to the personalized notebook demo above.
Why it matters: the loft can sell confidently while keeping customer relationship, brand, and retail price under its own control.
Convert the proposal into a customer-safe spec.
Spec and design review are the next path after the customer is serious. The demo keeps this behind the proposal flow on purpose.
Why it matters: instead of recreating the order by email, the loft moves into clearer measurement confirmation and review.
The workflow gets stronger when boat data is visible.
Fleet and rig data help explain why proposals can move faster. Measurements still need confirmation before production.
Why it matters: structured boat data reduces repeated lookup work and keeps assumptions visible.
Start your own branded proposal workspace.
Apply for access to a workspace with your logo, region, and sample proposals.