Closing a project doesn’t start with a signed contract. It starts much earlier — when you are able to transform an idea, a requirement, or a technical definition into a clear, professional proposal that reflects the real value of your work. This is precisely the stage where many tools fall short.
At Your Project Manager (YPM), we continue evolving to support the full project lifecycle. That’s why we’ve introduced a key new feature: Proposal creation and management, designed to seamlessly connect project planning with the commercial process.
A new section to close the loop: Proposals in YPM
Until now, YPM allowed you to define projects, scopes, and budgets using artificial intelligence. With the new Proposals section, we go one step further — supporting you all the way to the moment you send a formal offer to your client.
From the side menu, you can access the new Proposals section, where you can:
Create new proposals
Edit existing proposals
Duplicate proposals for new clients
Delete proposals you no longer need
Download ready-to-send proposal documents
All from within your project management environment.
Discover all YPM's features
How to create a proposal step by step in YPM
1. Create a new proposal
When you enter the Proposals section, you’ll see a “Create proposal” button in the upper-right corner. Clicking it opens a simple, intuitive form where you can start building your offer.
2. Complete the main proposal details
In this form, you’ll define:
Proposal name
Example: Web platform development and maintenance proposalClient name
Example: YPM Corp.Project and definition (optional)
You can link the proposal to an existing project in YPM.
Linking a project is especially powerful, as it allows you to automatically import budget data from the project definition.
Budgets connected to your project
If you select an existing project, the Budget Data section will be automatically filled with the information defined in the project’s budgeting area.
From there, you can:
Modify any imported values
Adjust specific cost items
Apply a discount percentage to the initial proposal price
This flexibility allows you to adapt each proposal to commercial negotiations without losing consistency with your original project planning.
Customize your document: proposal sections
A strong proposal is more than just numbers — it’s about structure, clarity, and storytelling. That’s why YPM allows you to fully customize the sections of your proposal document.
From the content section, you can:
Add as many sections as needed
Define a section title for each one
Include custom content for every section
Common examples include:
Project scope
Working methodology
Deliverables
Timelines
Commercial terms
Each proposal can be tailored to the client, industry, or service you’re offering.
Complete proposal management in one place
Once your proposal is created, you’ll be redirected to the main proposal list. From there, you can:
Download the proposal document ready to send
Edit any proposal details
Delete outdated proposals
Duplicate a proposal to reuse it as a template
This feature is especially valuable for consultants, agencies, product managers, and technology companies that work with recurring proposals.
Take your projects (and proposals) to the next level with AI
The new Proposals feature in YourPM brings you closer to truly end-to-end project management, where planning, budgeting, and sales work together seamlessly.
If you also want to improve how you interact with artificial intelligence and unlock its full potential in your daily work, we’ve got something for you.
Spanish free ebook: The AI prompts every Project Manager should know
Learn how to use effective prompts for:
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Scope definition
Proposal and document creation