Feature Requests
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Proposal PDF & Scope Rollups

Polish the generated proposal PDF and add scope rollups so the document is client-ready without manual formatting.

  • Consistent cover, ECM details, bill of materials, and agreement sections
  • Scope rollups by area and solution
  • Editable rebate estimate and client/company details

Why: a proposal is generated for every audit, and the output still needs manual cleanup before it can replace the legacy template.

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