From business case to clean signature
The Document foundation rebuilds the proposal and quote layer around a quantified business case, and documents the proposal-to-SOW handoff so it stops running on tribal knowledge.
Sold as Sales Document Accelerator.
Why this exists
Proposals read like a template because they are one, and the differences that matter are buried on page nine.
The handoff from a signed proposal to an executable SOW lives in one person’s memory. It works right up until that person is on holiday during your biggest deal of the quarter.
What you get
- Needs-to-solution mapping, so the document argues from what the buyer told you rather than from your feature list
- A business-case proposal structure with a QA checklist — a seven-point bar every document is measured against
- Quote documents built around ROI and cost of inaction, not a features-and-price sheet
- Proposal-to-SOW mapping on a documented structure, so what was sold converts into what gets scoped
- A worked example built from one of your own deals — not a sample from someone else’s industry
- Deal Desk readiness recommendations, from a map of how your scoping actually works today
How it runs
Scoped at kickoff — typically four to six weeks. It starts by setting the seven-point bar, then maps your scoping process end to end. From there we build the mapping, the business-case structure, the quote documents and the worked example, and document the proposal-to-SOW handoff.
Done means
The rebuilt proposal structure and quote document are delivered, both through an independent QA pass against the seven-point rubric — run cold, in a separate session, by someone who did not write them — the handoff mapping is documented, and the checklist is walked and recorded.
What this is not
Named here rather than discovered in week two:
- Contract and terms agreeability review. Legal-adjacent, uninsured, and not a line I will cross.
- Template automation inside your document platform, and platform configuration generally. Same boundary as Respond: the system, not the seat.
- Building your Deal Desk. This delivers a readiness read on it; the build is Orchestrate.
If your proposals are fine and the problem is that approvals take four days, this is the wrong foundation and Orchestrate is the right one. The scored read tells you which — that is what it is for.
The fee
Fixed fee, inside the published Silver band of $4,000–$10,000 per foundation.
Set by scope, agreed in writing before any work starts — and the acceptance definition above is written before the number is. Fifty percent on signature, the balance on recorded acceptance. The delivery clock starts when the deposit lands, not when the SOW is signed.
Next along the deal’s path: Respond · Orchestrate. Or start with the Deal Velocity Diagnosis if you would rather have the read before the build.