Pipeline
Pipeline is the cross-company sales view. All your open deals, across every company, on a single stage board — drag left to right to advance them.
The stage board
Your default stages are: Lead → Qualified → Proposal Sent → Negotiation → Closed Won / Closed Lost
You can rename, reorder, or add stages from the stages control on the Pipeline page itself. The Closed Won and Closed Lost stages can be renamed but not deleted — they're the triggers for what happens after a deal closes.
The board has Open and Closed tabs — closed deals (Won and Lost) move to the Closed tab where the protected stages live.
Closing a deal
Closing Won: drag the deal card to Closed Won (or use the Mark Won action on the deal page). dpaperwork fires the close Playbook automatically — if it's a one-off project deal, it creates a Project in Delivery; if it's a retainer deal, it creates the first Cycle and schedules future ones.
Closing Lost: drag to Closed Lost and dpaperwork prompts you for a Loss Reason before completing the move. Loss Reason is logged against the deal — useful for spotting patterns later.
Deal types
Every deal has a type set at creation:
- Project — one-off engagement with a defined end. Closing Won creates a single Project.
- Retainer — ongoing recurring engagement. Closing Won creates the first Cycle and schedules recurring Cycles on your billing period.
Budget and burn
Deals can carry a budget — how much you're prepared to spend delivering them. Set the Budget and, optionally, an hourly rate on the deal page. dpaperwork then tracks burn against it:
- Labor cost — derived from the estimated hours on the deal's tasks times your hourly rate
- Expenses — out-of-pocket spend you log against the deal (software, contractors, travel)
- Remaining — budget minus labor and expenses
The deal page shows a Budget card with a status that updates automatically: On budget, Approaching budget (past the warning threshold you set in Settings → Monitor, default 90%), or Over budget. Over-budget deals also surface on Home and in the Monitor.
Documents on a deal
Proposals, contracts, and SOWs attach to a Deal. You can create and send them directly from the deal page — dpaperwork drafts the first version using your deal context and Brand Voice.
Monitoring stale deals
The Monitor watches your pipeline for deals that have gone quiet. If a deal has had no Interaction logged for 14 days (configurable), it appears in your next Morning Brief. You can adjust the threshold in Settings → Monitor.
Try it in a walkthrough
Walkthroughs follow one job end to end, in real Chat exchanges: