Website Proposal
Turn discovery into a formal website proposal the client can review and approve.
#Purpose
Present scope, timeline, and pricing for the website engagement.
#Business goal
Win the engagement with a clear, professional proposal.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | 1–2 hours |
| Departments involved | Sales |
| Business modules used | CRM |
| AI departments used | Sales Agent (assists drafting) |
| Required permissions | Internal staff with CRM access |
| Prerequisites | Completed discovery and a qualified opportunity. |
#Workflow at a glance
1
Create opportunity
Track the deal.
2
Prepare proposal
Scope & pricing.
3
Send to client
Share the offer.
4
Win the deal
Move to delivery.
#Step by step
1
Create the opportunity
Track the website deal in your pipeline.
2
Prepare the proposal
Set out scope, timeline, and pricing based on discovery.
3
Review and send
Check the details internally, then share with the client.
4
Win the deal
On acceptance, mark it won to hand off to delivery.
#Approval points
Human approval required
- Internal review of scope and pricing before sending.
#Expected result
What you should see
The client has a clear website proposal and, on acceptance, the deal moves to delivery.
#Common mistakes
- Underscoping the site and mispricing it.
- Skipping internal review before sending.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Client wants changes | Revise and re-share the proposal. |
#FAQ
Does winning create the project automatically?
No — after winning, you create the delivery project as the next step.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
CRM Module
Opportunities.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
#AI departments
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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