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D

Proposal Forge

New Advisory Proposal

Generate a Practice Forward advisory proposal for an existing client. If a source artifact is available, the proposal can anchor its playbook selection to tax-return analysis.

Proposal Details

This route replaces the Next.js create flow but keeps the same Laravel proposal-engine API underneath.

Optional. When present, the proposal engine can scan the artifact and recommend relevant advisory playbooks.

Cancel

Client-ready Deliverable

View a finished advisory proposal

The advisory workflow now includes a fully viewable proposal deliverable from the Svelte shell.

Surface

advisory proposal

State

viewable

Route

/pf/pf_demo_schedule_c