Catalyst
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Welcome to Catalyst
Your all-in-one sales platform for building proposals, tracking projects, managing clients, and monitoring revenue.
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Operations Manual
  • Page-by-page walkthroughs — Builder, Orders, Payments, Projects, and more.
  • Full Admin Panel reference — Rate Card, SOW, Settings, API Keys.
  • Data cleanup, backup, and recovery procedures.
Automation
What Runs Automatically
  • Newsletter Reminders — sent daily (~9:00 AM ET) to owners of newsletters or email promotions due that day.
  • Nightly Backup — every night (~10:00 PM ET), a full backup to AWS S3 that covers proposals, contacts, companies, invoices, tags/settings, tradeshow registrations, edit-lock approval records, and archived PDFs.
  • Weekly Mailchimp Sync — every Saturday night, applies tag subscriptions to contacts, then pushes contacts to Mailchimp by publication and to Innovate Healthcare marketing list, and emails a summary to admin@innovatehealthcare.com.
Quick Access
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Proposal Builder
Create and configure new proposals step by step.
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Proposals
View, edit, and manage all saved proposals.
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Contacts
Browse and manage your client contacts.
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Companies
View companies and their associated proposals.
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Invoices
Monthly invoice calendar by payment schedule.
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Editorial Calendar
View and manage the editorial content calendar.
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Projects
Monitor project deliverables across all proposals.
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Advertising
Ad placement chart across all months and brands.
Tips & How-To
Getting Started
Building Your First Proposal
  • Go to Builder and fill in Client Info on Step 1.
  • Select services from the catalog on Step 2.
  • Configure billing schedule on Step 3.
  • Preview and export or email from Step 4.
Billing
Payment Schedule Options
  • Upon Acceptance — full payment at signing.
  • 2-Part / 3-Part / 4-Part — split across set dates.
  • Monthly — spread evenly over selected months.
  • Custom — define your own installment amounts and dates.
Invoicing
Tracking Invoice Dates
The Invoices page shows a monthly bar chart and detail view of all proposals with invoices due in a given month. Set specific invoice dates in the Builder's Billing tab using the 2nd / 3rd / 4th Invoice Date fields.
Exports
Exporting Proposals
From the Builder's Preview tab you can:
  • Download a formatted Word document.
  • Send the proposal directly via email.
  • Copy a shareable link for the client.