Prepare and approve a proposal workspace
Prepare a versioned proposal, review exceptions and retain the client's decision on the exact scope and price offered.
Used bySales owner · Pricing reviewer · Delivery reviewer
Prepare and approve a proposal
Prepare a versioned proposal, review exceptions and retain the client's decision on the exact scope and price offered.
The accepted or declined proposal version, conditions and responsible delivery contact can be traced together.
Who it is for: Teams in Installation & Maintenance Companies, Property Care Services, Construction & Renovation Companies, Corporate Service Providers, Agencies, Studios & Consultancies, Recruitment & Staffing Companies, Made-to-Order Manufacturing and Contract Manufacturing.
Business process
- Confirm requirements
- Prepare scope and price
- Review exceptions
- Send approved version
- Record client decision
Pricing rules and integrations are optional; the workflow does not guarantee a client acceptance or delivery date. The exact rules and integrations are agreed during discovery.
Workspaces & apps
Connected parts of your product, each with its own role.
Web workspace
Choose your starting features
Choose the optional features you need. Adding a comment includes an optional feature. Required features stay included.
Required features cannot be excluded from the starting selection.
Features
Required
Foundation
Users can view and change only the records and actions permitted for their client or team.
Feature details
Apply record and action access rules to Proposal, Scope item and Price version throughout this process.
Define the permitted records and actions for Sales owner, Pricing reviewer, Delivery reviewer and Client approver. A client or provider role is limited to its own agreed records; a change of responsibility does not silently expand access.
- Entities
- User
- Role
- Permission scope
- Proposal
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- User and role administration
- Access review
- Proposal permissions
Describe changes to this feature
Required
Foundation
Status, version and decision changes retain their author, time and reason.
Feature details
Link the state and decision history to the original proposal so the reason for a changed result can be reconstructed.
Retain the actual progression through Confirm requirements, Prepare scope and price, Review exceptions, Send approved version and Record client decision. Corrections and exception decisions keep their author, time and business reason rather than replacing the preceding evidence.
- Entities
- Action record
- Author
- Decision
- Proposal
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Record activity timeline
- Version and decision history
- Proposal audit view
Describe changes to this feature
Required
Foundation
Find records by identifier and key fields, with status and owner filters.
Feature details
Search covers Proposal, Scope item and Price version, keeping their identifiers, current state and responsible owners accessible from a working list.
Let Sales owner, Pricing reviewer and Delivery reviewer find the current record, identify its responsible owner and distinguish open work from a confirmed result. Search results respect the same record access boundaries as the detail view.
- Entities
- Proposal
- Status
- Owner
- Record identifier
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal register
- Status and owner filters
- Record lookup
Describe changes to this feature
Required
Foundation
Authorized users can export the records and related results available to them.
Feature details
Prepare operational extracts for Proposal, Scope item and Price version, limited to the requesting user's authorized records and fields.
Provide a readable operational extract with identifiers and the agreed status or result fields. An export is a copy for review or handover; it does not confirm that another system has received or accepted the data.
- Entities
- Proposal
- Export selection
- Exported result
- Export request
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Export selection
- Export field review
- Export result
Describe changes to this feature
Required
Core workflow
Link an enquiry, proposal or contract to its client, contact and current terms.
Feature details
Apply client and commercial context to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
The proposal is handled by Sales owner, Pricing reviewer and Delivery reviewer through Confirm requirements, Prepare scope and price, Review exceptions, Send approved version and Record client decision. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Client and commercial context work view
- Decision and action history
Describe changes to this feature
Required
Core workflow
Each active record has an owner, status and dated next action.
Feature details
Apply owner and next action to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
Keep responsibility explicit for Sales owner, Pricing reviewer and Delivery reviewer. When the process cannot proceed, retain the blocker and the agreed next action: A discount or delivery promise exceeds the agreed limit: obtain the authorized decision before issuing the proposal.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Owner and next action work view
- Decision and action history
Describe changes to this feature
Required
Core workflow
Retain the proposed version, feedback and confirmed decision before delivery handover.
Feature details
Apply terms version and decision to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
The reviewed outcome is: The accepted or declined proposal version, conditions and responsible delivery contact can be traced together. A decision must refer to the relevant record or version and retain its supporting evidence. A discount or delivery promise exceeds the agreed limit: obtain the authorized decision before issuing the proposal.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Terms version and decision work view
- Decision and action history
Describe changes to this feature
Required
Core workflow
Hand agreed terms and required inputs to the delivery owner.
Feature details
Apply confirmed delivery handover to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
The proposal is handled by Sales owner, Pricing reviewer and Delivery reviewer through Confirm requirements, Prepare scope and price, Review exceptions, Send approved version and Record client decision. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Confirmed delivery handover work view
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Create reminders from inactivity, proposal expiry or a client event.
Feature details
Apply follow-up rules to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. Keep responsibility explicit for Sales owner, Pricing reviewer and Delivery reviewer. When the process cannot proceed, retain the blocker and the agreed next action: A discount or delivery promise exceeds the agreed limit: obtain the authorized decision before issuing the proposal.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Follow-up rules configuration and review
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Apply prices and discount limits, routing exceptions for approval.
Feature details
Apply price and discount rules to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. The proposal is handled by Sales owner, Pricing reviewer and Delivery reviewer through Confirm requirements, Prepare scope and price, Review exceptions, Send approved version and Record client decision. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- Price and discount rules configuration and review
- Decision and action history
Describe changes to this feature
Optional · disabled by default
Optional capabilities
Exchange agreed records and statuses with an existing CRM, handling duplicates and failures.
Feature details
Apply crm integration to Proposal, Scope item and Price version. Keep the relevant record, its current version and the responsible owner together.
Include this capability only when its business need and operating rules are agreed. The proposal is handled by Sales owner, Pricing reviewer and Delivery reviewer through Confirm requirements, Prepare scope and price, Review exceptions, Send approved version and Record client decision. Retain the current state and its source record so a later reviewer can confirm the business outcome.
- Entities
- Proposal
- Scope item
- Price version
- Approval
- Client decision
- Roles
- Sales owner
- Pricing reviewer
- Delivery reviewer
- Client approver
- Interfaces
- Proposal details
- CRM integration configuration and review
- Decision and action history