Proposalmatic helps you organize and create documents based on bits and pieces of text you've already written. Although it's built with business proposals in mind, it is incredibly handy for creating other kinds of reusable and recyclable documents, such as cover letters, various business documents, etc.

Getting Started

First, use the splash page to register for an account. You should receive an activation e-mail shortly, which will contain a link to activate your account. Once your account is active, you will be redirected to the dashboard.

The Dashboard

The dashboard is where the magic happens. From here, you can create new snippets and proposals, as well as view your most recent snippets and proposals. A snippet is just a piece of text that will be used and reused in different proposals, and a proposal is just a collection of ordered snippets, plus some extra bit of text that you may or may not want to save for reuse later on.


As stated above, snippets are just bits and pieces of text you know you'll want to reuse in the future. For example, you may want to create a snippet with your company information (e.g., company address, company phone). Or maybe you've just come up with a piece of writing that you feel is particularly effective at communication your organization's goals. Either way, it's a snap to add new snippets, and you'll save all the time you used to spend digging through your vast collection of documents, searching for that one awesome bit of text.

To create a new snippet, click the New Snippets button from within the Dashboard or Snippets page. From here, you can enter your text, formatted using Markdown. (Don't worry if you don't know Markdown -- the editor has an easy to use interface with buttons for common styles, plus a handy preview of the formatted text underneath.)


Proposals are just collections of ordered snippets, plus some extra 'custom' snippets which won't be reused in other proposals.

We've made creating proposals a cinch. To create one, simply click the New Proposal link from the Dashboard or Proposals page. Click and drag the snippets you want over to the Proposal Body section, and order and reorder them to your own liking. Then, when you're finished, save the proposal as a draft, or publish it immediately. That's it!

You'll also notice areas for Client Full Name and Client Short Name. These are useful variables that replace any instance of $client_full and $client_short in your snippets with the actual, desired name. That way, you don't have to create a brand new snippet just to change the client name.


The Settings page lets you customize your organization name, email, and logo. You can also change your password from here.


OS X, Linux:

hg clone
cd proposalmatic
mkvirtualenv proposalmatic
pip install -r requirements.txt
python syncdb
python migrate
python collectstatic --noinput --link