Sales / Proposal preparation
Get from discovery call to an approval-ready proposal.
Shape an approved brief, scope, and pricing rules into a proposal package that is ready for a human review.
Discuss this serviceProposal review pack
- Scope
- Discovery, design & delivery
- Commercials
- Checked against approved rate card
- Assumptions
- Client supplies final content
- Open decision
- Commercial owner to approve terms
The commercial owner approves the proposal before sending. Sample content explains the service scope.
Business scenario / Consultancies and B2B service businesses
Proposal preparation desk
After a discovery call, a sales lead needs a proposal that matches the client brief, approved services, and pricing rules.
What you buy
A proposal package ready for commercial approval, including scope, assumptions, and open decisions.
What counts as done
Scope traced to the brief; pricing checked against approved rules; an owner approves before sending.
How value is measured
Time to an approved proposal; review minutes; scope and pricing corrections.
Less time rebuilding proposals and more consistent commercial review. This is an illustrative operating scenario, not a reported customer result.
The friction today
The work behind
the handoff.
A promising client conversation turns into hours of gathering context, rebuilding documents, and checking commercial details.
How Productcraft delivers the work
- Assemble the relevant requirements and source context.
- Draft scope, deliverables, and assumptions within approved rules.
- Flag missing decisions and check the proposal against the brief.
The useful result
A consistent proposal draft with assumptions and approval items highlighted.
Where people stay involved
Your team approves pricing, contractual terms, and every proposal before sending.
What we would measure
Preparation time, review effort, and correction frequency.
This is a proposed application. Access, data quality, feasibility, and operating terms are assessed before implementation.
Know what you’re
handing over.
A focused pilot establishes the delivery scope before an ongoing commitment.
- What Productcraft owns
- Preparing and checking the agreed deliverable, tracking outstanding work, and correcting work that misses the agreed standard.
- What your team owns
- Providing approved inputs and a named decision-maker for the judgments reserved to your business.
- Volume & turnaround
- The unit of work, delivery schedule, workload allowance, and treatment of missing inputs are agreed in your proposal.
- Setup & recurring price
- Setup and pilot fees are quoted separately from ongoing delivery. The recurring fee reflects scope, volume, and review needs.
- Exceptions & corrections
- Your proposal specifies who resolves each type of exception, how corrections are requested, and how out-of-scope changes are handled.
Industry example / Consulting and B2B services
The right records in.
Checked work back.
Your CRM, document templates, pricing sheets, and email remain the source of record. Productcraft designs a connected service around the job, with approved results returned to the workflow your team uses.
- 01Start with the business event
A confirmed sales brief
- 02Connect with permission
Read through suitable APIs, scoped connectors, or agreed exports.
- 03Prepare + check
AI interprets inputs; code checks rules; people approve reserved actions.
- 04Deliver + confirm
An approved proposal attached to the opportunity
We assess supported interfaces, data quality, rate limits, access controls, and write safety. Where a tool cannot support the workflow, we disclose the change or manual handoff required. Keeping your systems is the design preference, not a promise of universal compatibility.
Your next business outcome
What would you like
taken care of?
Bring one recurring job. We’ll discuss the deliverable, the work we can own, and a focused first service.