< SYS.ROOT/PROJECT_DATABASE/PROPOSAL_BUILDER
FILE_METADATA
NamePROPOSAL_BUILDER
Type[TOOL]
Timeline2026
Status
Stack
  • + React
  • + TypeScript
  • + PDFShift
  • + AWS S3
  • + Tailwind
CASE_STUDY // PROPOSAL_BUILDER

What it is

A drag-and-drop canvas editor for building custom ambulance sales proposals. Themed templates, a seeded media library of 73+ images, and HTML-to-PDF export. Sales puts together a proposal in minutes instead of hours.

Why it matters

Sales was building proposals in Word, which took a significant amount of time and led to inconsistent formatting. This standardizes the output and makes the process much faster.

How it's built

  • Canvas-based drag-and-drop editor — sales reps place text blocks, images, spec tables, and branding elements on themed template layouts.
  • Two theme variants (Blue, Red) for different sales contexts. Templates enforce brand consistency without sales needing to think about design.
  • Seeded media library of 73+ ambulance photos bulk-uploaded to S3. Sales picks from the library instead of hunting through folders.
  • HTML-to-PDF export via PDFShift. The output looks like a designed brochure, not a Word doc.

What I'd do differently

The canvas editor is custom and works, but a library like Fabric.js might have saved a month of development time. Tradeoff was full control over the output.

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