New Proposal | Agreements

Document Setup

Domain ID controls the published URL path (/clients/{domain_id}/{slug}.html). Account ID links this proposal to your primary Bloqs account record.

Company / Organization Name

Domain ID

Account ID

URL Slug

Proposal Reference (optional)

Document Title (optional)

Header Subtitle (optional)

Quote Type

Document Kind

Source Content

Paste meeting notes, scope, or proposal text. Use TruFocus Proposal for website/strategy content like NAYDO notes. Use TruPath Alignment only for GBP / Knowledge Panel agreements.

Pricing Notes

List phases, line items, discounts, and totals. Example: Phase 1 $2,500 / Phase 2 $2,000 / Total $8,500 / Partnership discount $3,000.