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Proposal Configurator
Customize project details, custom options & legal terms
Document Metadata
Company Details (From)
AutoCRM Solutions
100 Tech Venture Parkway, Suite 500, New York, NY 10001
Phone: +1 (800) 555-0199
Email: hello@auto-crm.com
Web: auto-crm.com
TAX-ID: 12-3456789
Proposal
REF: AC-PRP-2026-001
DATE: October 14, 2026
VALID FOR: 30 Days
VALID UNTIL: November 13, 2026
AutoCRM Solutions
100 Tech Venture Parkway, Suite 500, New York, NY 10001
Email: hello@auto-crm.com
Phone: +1 (800) 555-0199
Overview
This proposal outlines a collaborative engagement to configure, integrate, and deploy our CRM optimization and automation solution. The primary goal is to minimize manual data entry for your sales team, synchronize lead sources automatically, and streamline client communication channels.
Scope of Work
1. Requirement Gathering & Setup
Analyze current CRM workflows and communication channels. Setup database structures and initialize primary user permissions.
2. Integration & Sync Setup
Configure secure bi-directional synchronization with existing lead streams and messaging APIs.
3. Automated Workflows Configuration
Create automation scripts to automatically capture incoming contacts, update deal statuses, and dispatch follow-ups.
Add-on Options
These are optional customization offerings. Check the options below to include them in the pricing calculations:
AI-Powered Chat Assistant Integration
OptionalIntegrate custom AI assistant capabilities to summarize incoming messages and automatically draft recommended email replies.
Dedicated High-Availability Hosting Add-on
OptionalDedicated hosting environment with automated daily backups and SLA-backed 99.9% system uptime guarantees.
Post-Deployment Support (1 Month)
IncludedDirect Slack channel support and priority bug resolution for 30 days post go-live.
Cost Breakdown & Investment
| Description | Qty | Unit Rate | Amount |
|---|---|---|---|
| Base Project Budget Estimate | 1 | $1200.00 | $1200.00 |
Payment & Delivery Schedule
| # | Milestone / Deliverable | Due Trigger | Amount Due |
|---|---|---|---|
| 1 | Initial Booking Deposit Required upon agreement signing. Setup work begins immediately after payment clears. | On Agreement | $600.00 50.0% |
| 2 | Final Handoff & Acceptance Due upon deployment validation and handoff of the workspace credentials. | On Handoff | $600.00 50.0% |
Terms & Conditions
1Proposal Validity
This proposal and its associated pricing details are valid for 30 days from the issue date.
2Client Responsibilities
Timely delivery of API keys, access credentials, and brand assets is crucial to maintaining the project timeline.
3Intellectual Property
Upon final milestone payment, client holds ownership of the configured workspace. Core platform IP remains with the provider.
Cansado de criar propostas manualmente? Deixe a IA cuidar disso
Esqueça o copiar e colar de templates. O AutoCRM analisa as necessidades do cliente, gera escopos personalizados, calcula parcelas de pagamento e envia links de assinatura digital de forma 100% automatizada.
Automatizar Propostas ComerciaisAI proposal pipeline
AutoCRM compiled draft in 12s
Proposal Dispatched
Agreement sent for digital signature
Como o AutoCRM automatiza seu fluxo de propostas
1. Oportunidade Inicia Fluxo
Quando um negócio avança no funil, o agente de IA do AutoCRM inicia a minuta da proposta.
2. Escopo Gerado por IA
A IA lê e-mails e mensagens de WhatsApp para descrever os entregáveis exigidos pelo cliente.
3. Definição de Cronograma e Termos
Nosso motor de regras calcula o plano de pagamento e anexa os termos jurídicos padrão.
4. Assinatura e Cobrança
O cliente recebe a proposta por link para assinar digitalmente e pagar a parcela inicial via Stripe.
Perguntas Frequentes
O que é um Escopo de Trabalho (SOW)?
Um Escopo de Trabalho é um documento técnico e jurídico que especifica o escopo, cronograma, entregáveis, pagamentos e regras de um projeto, alinhando as expectativas entre a empresa e o cliente.
Como parcelar pagamentos em propostas de serviços?
Geralmente divide-se por marcos (ex: 50% na contratação e 50% na entrega final, ou em três parcelas iguais incluindo uma etapa intermediária de testes/beta).
Posso personalizar a identidade visual do PDF?
Sim! Use o seletor de temas no topo para alterar o estilo visual entre Verde Esmeralda, Cyber Lime, Azul Clássico, Sunset Glow e Monocromático.