From proposal to signed contract.
Dynamic proposals built from the deal, then the customer signs.
Highlights.
Quote from the deal.
Customer and property already filled in.
Keep the sale moving.
A manual estimate works without a catalog or a measurement service.
One offer, several scopes.
Separate structures and trades, each with its own units.
Everything the work needs.
Start from the deal
- Customer, property and contact carry onto every proposal
- Each proposal is numbered within its deal
- A proposal stays with the deal it was made for
- Contact edits on the deal stay in step with the contact and the lead
Inspect and measure
- Complete an inspection only when it is linked to its case
- One current measurement per structure and type
- Measurements update the proposal lines that use them
- Accessory decisions carry into quote quantities
Dynamic proposals
- A proposal builds from the deal, the current measurements and the catalog
- Lines and totals recalculate as quantities and prices change
- One offer can hold several scopes, each with its own units
- Each line calculates sale, cost, profit and margin
- Proposal totals roll up from the lines
- Catalog items expand into their components
- Quantities and costs resolve from the catalog and supplier pricing
- Insurance proposals show total and remaining proceeds
Sign and hand off
- One primary proposal per deal
- The deal value follows the primary proposal
- Accepting the primary proposal marks the deal Won
- A contract and its lines are created from it
- The contract snapshot calculates deposit amounts and insurance proceeds
- The customer signs the contract
What it is designed to do.
Specified behavior from the Oct 25 capability packets. Not yet verified in a live product.
Would
XD-W1XDeal would carry the customer story forward, so no one enters the same customer again.XD-W2A valid manual estimate would keep the sale moving.XD-W3The accepted offer would control the contract, and signed values would stay protected.
From the deal to a signed contract.
Sample figures for a picture, not prices of any product.
| Line | Amount |
|---|---|
| Tear-off and replace | $9,840 |
| Flashing | $1,260 |
| Gutters | $780 |
| Total | $11,880 |
Three modes. You stay in charge.
Planned. AI works inside the same rules as every person on your team.
Audit
Reads deals, proposals and measurements. Finds proposals without a primary and lines that no longer match the current measurement. Writes nothing.
Plan
Proposes the next steps for a deal. You review and approve every change.
Execute
Acts only when you authorize it.
One record, from first contact to final result.
Every unit of work is an Action. The Result of each Action decides the next one, so nothing is left without an owner or a next step.
Single source of truth
One record for each project. Notes, calls, photos, results and points stay with the record, not with a person.
Canonical
One rule set. The same rules apply on the phone, on the desktop and in every module.
Action engine
Actions AE runs every step. An Action ends with a Result, and the Result decides what happens next.
Deterministic
The same Result leads to the same next step every time. Nothing is guessed.
Nothing forgotten
A case always has a next action until a final Result closes it.
Cradle to grave
Each module hands its record to the next: lead, deal, work, money, claim and warranty.
Setup is guided and short. Each product is optional, so you start with one. Specified behavior of the platform; products open as listed.
What gets fixed.
| The problem | The answer |
|---|---|
| Qualified opportunities lose momentum. | Keep the Deal’s responsible person, current stage and next Action clear. |
| Salespeople have to reconstruct the original conversation. | Carry the customer’s needs, property context and qualification history into the Deal. |
| Scope details are scattered across messages. | Keep the relevant commercial information together in the Deal record. |
| Different people work from different offer versions. | Make the current offer identifiable and preserve its revision history. |
| Nobody knows whether the customer accepted, declined or stalled. | Record an explicit commercial outcome and establish the appropriate next step. |
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