Managed application · Sales & Customer Service
Proposal assistant
Turn a qualified brief into a proposal draft using your approved services, templates and pricing rules.
Tailor your packageWorkflow walkthroughIllustrative example
A new client brief
A prospect describes the work they need.
Choose Process to follow the workflowThe package
Service businesses producing similar proposals regularly.
- A structured brief intake
- Proposal drafts in an agreed format
- An approval step before sharing
What to bring
- Your proposal templates
- Approved service and pricing information
- Examples of accepted briefs
Scope & handover
Prices and commitments come from your approved sources. Complex estimation, negotiations and automatic acceptance are separately scoped.
The proposal confirms delivery, review responsibilities and the handover format. Based in Dubai, working with businesses across the UAE.
From enquiry to handover
Confirm the fit
Review your requirements, source material and existing systems.
Agree the scope
Confirm deliverables, responsibilities, pricing and the review process.
Configure & review
Check the work against the agreed requirements before handover.
Before you begin
The package can be tailored around proposal sections and brand, service descriptions, approved pricing and exclusions. The written proposal confirms the supported options and any additional work.
Prices and commitments come from your approved sources. Complex estimation, negotiations and automatic acceptance are separately scoped.
Share your requirements for an itemized quote. The proposal confirms setup or production fees, any recurring and usage costs, included revisions or changes, support and the delivery schedule. You approve those terms before work starts.