Proposal generator
Build a client proposal for any lead
This pulls straight from the published rate card behind the quote estimator and the discovery sections behind the Managed Services Quoter. Enter the lead once and download a branded proposal with scope of works, price schedule, the documents we need and a signature block.
1. Lead details
These appear on the proposal cover page.
2. Environment
3. Plans and services
Server management tier
Essential Eight uplift (per user / month)
Monthly add-ons
One-off projects
4. Scope sections and document requests
Ticked sections become the scope of works, and their required documents become the information request inside the proposal.