Turn Conversations into Commitments.
The Proposal is the financial heart of the deal. It is where value meets price. In Revspire, creating a quote isn’t a math exercise; it’s a guided workflow that ensures every number is accurate, every discount is approved, and the final document looks stunning.
A. Building a Quote (The Configurator)
Select. Configure. Done.
Gone are the days of manually typing line items into a Word doc. The Quote Builder is a shopping cart for B2B sales.
- Select Customer: Link the proposal to the Account or Opportunity (synced from CRM).
- Add Products: Browse the Catalog or use “Guided Selling” to find the right SKUs.
- Search: “Enterprise License”
- Select Bundle: “Q3 Growth Pack”
- Configure Quantity & Term:
- Adjust: Change quantities (e.g., 50 Users).
- Set Duration: Define the contract length (e.g., 12 Months vs. 36 Months).
- Result: The system automatically calculates the Total Contract Value (TCV) and Annual Recurring Revenue (ARR) in real-time.
B. Discounting & Margin Calculations
Protect the Bottom Line.
Sales reps need flexibility to close deals, but the company needs profitability. The proposal engine balances both.
- Line-Item Discount: Apply a percentage (10%) or flat amount ($500) off a specific product.
- Total Quote Discount: Apply a discount to the entire deal value.
- Margin Visibility: (For Managers) See the Cost vs. Price instantly. If a discount drops the margin below a safe threshold (e.g., 20%), the system flags it.
- Guardrails: The system prevents reps from entering “impossible” discounts (e.g., selling below cost) without triggering an Approval Workflow (covered in 4.3).
C. The Proposal Document (PDF Generation)
Look Professional instantly.
Data is useless if it looks ugly. Revspire automatically renders your configured quote into a polished, branded PDF.
- Templates: Choose from pre-approved layouts (e.g., “Standard Quote,” “SOW,” “Renewal Order”).
- Dynamic Content: The PDF automatically pulls in:
- Customer details (Name, Address).
- Your Branding (Logo, Disclaimer).
- Legal Terms: The correct Terms & Conditions are appended based on the products sold (e.g., SaaS agreement vs. Hardware warranty).
- Preview: See exactly what the customer will see before you send it.
D. Proposal Versioning
Manage the Negotiation.
Deals rarely close on the first try. Customers ask for changes.
- Clone & Revise: Create “Version 2” of a proposal instantly.
- Scenario: Customer says, “Remove the training and lower the price.”
- Action: Clone V1 $\rightarrow$ Delete “Training” SKU $\rightarrow$ Save as V2.
- Track History: Keep a record of every iteration. You can always go back to “Version 1” if the customer changes their mind again.