Transparent proposal

A proposal showing the scope of work, dependencies and change history. Adding a feature updates scope, price and timeline in one place.

Who it is for

  • Project and service companies that send recurring proposals.

What the solution includes

  • Scope builder. Base scope, add-on features, dependencies and a single total.
  • Versions. Differences in scope, price and timeline, with the author's explanation.
  • Approval. Approval of a specific version is recorded in the log.

We adapt the design to your brand. The example illustrates a workflow, rather than a fixed visual style for your project.

Configurable, versioned proposals with client approval are a generic B2B sales workflow. Legally binding e-signature, billing and complex estimates are excluded, so no jurisdiction-specific signature rules apply.

Examples use fictional data. Integrations, payments and AI actions shown as simulations require separate implementation and testing.

Try the interactive example →

Development options

Starting development prices in US dollars (USD) for the listed scope. We confirm the final scope, schedule, payment terms and any applicable taxes before starting. Hosting, licences and usage costs are separate.

Proposal builder

One proposal type and a clear calculation.

From $4,750

6–9 weeks, subject to scope confirmation

  • One catalogue of up to 30 items and 10 dependency rules
  • Two roles, versions, comparison, PDF from one template
  • Testing on agreed examples, launch and training

Not included

  • CRM, electronic signature and client portal

Ongoing costs

  • Hosting, backups and file storage at the provider's rates.
  • Support and further development after launch are estimated separately.
Discuss this option →

Proposal in a client portal

The client sees their version and approves changes.

From $8,000

9–13 weeks, subject to scope confirmation

  • Everything in the first package
  • Client portal, comments and version confirmation
  • Email notifications and activity log
  • Testing on agreed examples, launch and training

Not included

  • Legally binding signature, billing and complex cost estimates

Ongoing costs

  • Hosting, backups and file storage at the provider's rates.
  • Support and further development after launch are estimated separately.
Discuss this option →

Proposal and CRM

The proposal scope is linked to one CRM.

From $12,000

12–17 weeks, subject to scope confirmation

  • Everything in the second package
  • One documented CRM: deals and agreed fields
  • Duplicate handling, error queue and access checks
  • Testing on agreed examples, launch and training

Not included

  • Undocumented APIs, multiple CRMs and ERP

Ongoing costs

  • Hosting, backups and file storage at the provider's rates.
  • Support and further development after launch are estimated separately.
Discuss this option →

Possible next steps

  • The client sees their version and approves changes.
  • The proposal scope is linked to one CRM.