2 Modules to quote
0 selected · 2 pages each
CRM & Marketing Never lose an enquiry again Sales From order to invoice without re-entry Purchase & Procurement Buy on evidence, not on memory Inventory & Warehousing One number for stock — and it is right Point of Sale The counter is part of the system, not beside it Projects & Operations Know the margin while the project is still running Accounting & Finance The ledger writes itself Human Resources One employee record, end to end Document Management Attached to the record, not to somebody's desktop Approvals & Workflow Authority enforced by the system Analytics & Dashboards One screen, the whole business AI Assistant (embedded) Ask the system, in your own words
Additional scope
Data Migration Start with your real history Report Customisation Your documents, your format WhatsApp & Email Integration The conversation lives on the record Employee Self-Service App HR without the paper queue E-Commerce / Web Store One catalogue, online and in store Fleet Management Every vehicle pays for itself, or you know it doesn't Field Service The office knows what the site knows Manufacturing / Assembly Know what it costs to make Third-party Integrations One system, connected to the others
3 The client's scope & requirements
This is what makes the proposal theirs and not a template
Paste your discovery notes here — raw and unedited is fine. The agent writes the
proposal around what you put in this section: it decides which module leads, what the executive
summary argues, and which capabilities get the emphasis. A proposal built from tick-boxes alone
reads like a brochure; one built from these answers reads like you were in the room.
What did the client ask for? the requirements as they described them
What are they running today? optional
Why are they changing? optional — the pain
Must-haves and special requirements optional
Explicitly out of scope optional
Anything else the agent should know optional
4 Delivery and investment
Payment plan
Amounts are calculated from the net investment.
+ Add instalment