Opening your workspace…

Customer details

Keep contact details, services and the next step together.

Onboarding task

Completing a task does not activate services, confirm signing or mark a payment received.

Import offer draft

Select a file exported by the offer builder. This creates an immutable draft snapshot, not a signed agreement. No PDF signatures or payment actions are imported.

Create offer version

Saving locks this service scope as an immutable version. Make another version for later changes.

Service lines

Prepare contract

The reviewed template is CX Labs Service Agreement, version 2026-09-12. Preparing creates a review-only link; it does not send an email or request a signature.

Onboarding template

Task blueprint

Template changes affect future boards only. Boards are copied only after a provider-verified signed contract in a future release.

Proposal Studio

Website

This is the Hub's site directory only. Saving does not change DNS or deploy a website.

Manager directory entry

This directory stores identity and access metadata only. Owners set or generate a temporary password using the separate login controls. Existing passwords cannot be viewed or retrieved.

Assign manager to a website

Location access

Choose the exact locations this manager may access. Planned assignments become active only after the owner explicitly reviews and activates this exact website and location scope.

Review manager action