Unified Track | Proposal Generator

1 · District

District name (start typing to search 960 California districts)

Street address

City

State

ZIP

2 · Contact

Contact name

Title

Phone

3 · Schools & Pricing

Include implementation fee ($1,500 per year)

Waive implementation fee (shows the $1,500 fee, then removes it as a credit line)

Discount (flat $)

Discount note

4 · Terms

School year

Valid through

Quote # (today's ref)

5 · About Unified Track (edit freely, appears on page 2)

6 · Prepared by

Proposal preview

8 pages · Letter · PDF

Production fires this server-side: POST /crm/v3/objects/deals with line items, then uploads the PDF via the Files API and attaches it to the deal.

Simulated: deal created with line items and proposal attached.

Note: the live version runs through a serverless function holding your HubSpot private app token, so the token never touches the browser.

Logged on this device each time a PDF is downloaded. Shared team history arrives with the HubSpot integration.