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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

Pricing on request. We confirm the scope, schedule, currency and payment terms before starting.

Proposal builder

One proposal type and a clear calculation.

Quote on request

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.

Quote on request

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.

Quote on request

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.