Proposals
All client proposals, revisions and status
Product Library
New Proposal
DraftDetails
Product Library
Manage catalogue — images, descriptions, prices
Customers
Client directory — linked to proposals
Team Members
Manage user access
Settings
Company branding, payment details & PDF layout
Switch between companies — each profile sets its own name, registration number, address & banking details used on the PDF. Edits to the fields below are saved to the selected profile automatically.
Shown at the top of pages 2 and beyond.
Shown at the bottom of every page.
Colours
#2C2C4A
#C9A96E
Header & Client Block
Items & Footer Sections
Share your database with the whole team via a shared OneDrive folder. Claude saves a
mynd_db.json
file there automatically whenever data changes. Any team member connecting to the same folder
will pull the latest data on login.
1. Create a shared folder in OneDrive (e.g. MYND Team Data) and share it with all team members.
2. Each team member clicks Connect OneDrive Folder and selects that shared folder.
3. Data syncs automatically — every save pushes to the file; every login pulls the latest.
Powers ✨ AI Draft on the Proposals page. Choose your AI provider, enter the key, then Test and Save. Use a vision model so it can read name cards, layouts & renders.
📖 User Manual
Welcome to the MYND Proposal System. This guide walks you through everything — from creating your first quotation to exporting a branded PDF. Hover over any button in the app to see a quick tip.
🚀 Quick Start — your first proposal
Five steps from zero to a PDF you can send on WhatsApp or email.
- Go to Products and add the furniture/items you sell (name, photo, price). You only do this once — they're reused everywhere.
- Go to Proposals → click ＋ New Proposal and pick (or type) the customer.
- In the Builder, click items from the library on the left to add them, then set quantities and prices.
- Fill in the client details, project reference, and choose the Issuing Company.
- Click 📄 Export PDF — done! Use Share to WhatsApp to send it directly.
📋 Proposals
The home screen lists every proposal, grouped by client. Each can hold multiple revisions (R1, R2…) so you can re-quote without losing history.
🛠️ Builder
Where a proposal is assembled. The left panel is your product library; the centre holds the line items; the right shows a running total.
- Click any product on the left to add it as a line item (click again to increase quantity).
- Edit the description, price and quantity directly on each item card. Click the photo to swap the image — you can drag & drop or paste (Ctrl+V) too.
- Fill the client & terms fields. Pick the Issuing Company to set which entity's name, registration no. and bank details appear on the PDF.
- Use ＋ Rev to create a new revision when a client asks for changes.
- Click 📄 Export PDF or Share to WhatsApp when ready.
🪑 Products
Your reusable catalogue. A good product library makes building proposals fast.
👥 Customers (CRM)
A directory of your clients. Customers are saved automatically whenever you create a proposal, so this fills itself over time.
🏢 Company Profiles & PDF Design
Found under ⚙ Settings. Issue proposals under more than one company, each with its own branding.
- Pick the Active Company from the dropdown to edit its details.
- Set the company name, registration no. (SSM), address, tagline and banking details — each company keeps its own.
- Upload a logo — it belongs to the selected company and shows on that company's PDFs.
- Use ＋ Save As New to create another company (e.g. a second entity), or 🗑 Delete to remove one.
- Under PDF Design, adjust colours, font sizes and the product image size on the PDF.
📊 Import, Export & Reports
🔐 Team & Cloud Sync
Control who can log in, and share one database across the whole team.