Heritage Proposal System

The proposal system is the centrepiece of the Heritage Custom Cakes Dubsado build. Before Ann, Clara was creating proposals manually — writing each one from scratch, attaching a PDF, chasing signatures, then sending an invoice separately.

Ann built a fully automated proposal flow inside Dubsado. Smart fields pull from the initial inquiry form so proposals populate automatically. Package selectors calculate pricing. When the client accepts the proposal, the contract triggers. When the contract is signed, the invoice generates.

Clara's input ends at the inquiry. Everything after is the system.