Platform · Leads · Sales Backlog
Sales Backlog.
Signed. Checked. Job-ready.
A signed proposal isn’t a job just yet. It moves into Sales Backlog, where your team audits the proposal and verifies the electronic signatures before converting it into a job.
Start freeSales Backlog
4 approved proposals awaiting conversion
- 4
- Total Proposals
- $381,150
- Total Value
- $74,280
- Total Profit
- 4
- Signed
- 0
- Pending Signature
| Proposal Name | Lead | Status | Total Price | Created by | Signature | Created at | |
|---|---|---|---|---|---|---|---|
| Jordan EllisSarasota, FL | ApprovedAwaiting audit | $142,800 | Alex Morgan | SignedVerify in audit | 10/21/26 | ||
| Casey BennettTampa, FL | ApprovedAwaiting audit | $48,750 | Sam Avery | SignedVerify in audit | 10/24/26 | ||
| Morgan ReedOrlando, FL | ApprovedAwaiting audit | $86,400 | Sam Avery | SignedVerify in audit | 10/28/26 | ||
| Avery BrooksNaples, FL | ApprovedAwaiting audit | $103,200 | Alex Morgan | SignedVerify in audit | 10/30/26 |
Fictional example data · Changes stay in this preview, not your account.
A deliberate handoff, not a leap.
01 · Proposal signed
Accepted, signed proposals move into Sales Backlog, keeping sold work separate from active jobs.
02 · Verify and audit
Check electronic signatures and review the proposal before your team begins the job handoff.
03 · Convert into a job
Once your review is complete, convert the proposal into a job and move from sales to delivery.
Keep your next jobs in clear view.
See proposal value, projected profit, signature status and who created each proposal. Search your backlog and filter by creator to focus your review.
See Sales Backlog in action