DOCUMENT · VAULT BUSINESS SOLUTIONS
Proposal & Quotation System
Send better proposals in less time. Vault builds your branded proposal and quotation templates, pricing library, reusable content blocks and a tracked process from request to signed, within 3 working days.
Every proposal starts from a blank page and goes out too late.
Proposals are rebuilt from old documents, prices are recalculated each time, and the quality depends on who wrote it. Some go out days after the request, by which time a competitor has replied.
Nobody tracks which proposals were opened, followed up or won.
Fast, consistent proposals that are tracked to a decision.
Vault creates a proposal system your team can use to produce a professional quote in a fraction of the time.
- Branded templates for proposals and quotes
- A pricing library so numbers are consistent
- Reusable content for services, process and terms
- A tracker showing status and win rate
Who the Proposal & Quotation System is for
Agencies and consultancies
Every engagement starts with a proposal.
Contractors and fit-out firms
Detailed quotations for each job.
Event and production businesses
Fast, visual proposals under deadline.
B2B service providers
Formal quotes for procurement teams.
What Vault builds for you
Every item below is part of the Proposal & Quotation System package scope.
- Proposal process design
- Branded proposal template
- Quotation template with automatic totals and VAT
- Pricing and rate library
- Reusable content blocks: about, services, process, team, terms
- Cover email templates
- Proposal tracker with status and value
- Follow-up schedule and templates
- Optional proposal software setup: PandaDoc, Proposify or Zoho
- Win and loss reason tracking
What you receive at handover
- Proposal and quotation templates
- Pricing library
- Content block library
- Proposal tracker
- Recorded walkthrough
Not included in this package
- Proposal software licence fees
- Writing specific client proposals
- Legal drafting of terms
- Complex product configuration tools
Need any of these? Ask when you start the project and we will quote it alongside this package.
From start to handover in 3 working days
The delivery clock starts once payment is received, your intake form is complete and the content, assets and access listed below have been supplied. Approvals and verification controlled by third parties (for example Google, Meta, domain registrars or payment providers) follow those providers’ own timelines.
- Day 0
Intake
We review your recent proposals, pricing and process.
- Day 1–2
Templates and library
Templates, pricing and content blocks are built.
- Day 3
Tracking and handover
The tracker and follow-up process are set up and handed over.
Client inputs
Once you start, you receive a short intake form. Delivery runs on schedule when these are ready:
- Two or three recent proposals or quotes
- Your service list and pricing
- Logo and brand assets
- Standard terms and payment terms
- Access to your CRM or workspace
Excluding VAT. Third-party subscriptions billed separately.
- Built within 3 working days
- One consolidated round of revisions included
- Everything set up in your name and handed over
- Recorded walkthrough of how to use it
The starting price covers the scope described on this page. Larger requirements are quoted before any payment is taken.
What happens after you start
- Within 1 working day
Confirm the fit
We review your request, confirm the package and scope are right for you, and send the invoice and intake form.
- Day 0
Payment and intake
You pay the invoice and complete the intake form, then share the content, assets and access listed on this page.
- Delivery clock running
We build
Vault produces, quality-checks and presents the work for your review on the stated timeline.
- Final day
Handover
You receive everything, with access, a walkthrough and a recommendation for the next system worth adding.
Proposal & Quotation System questions
Do we need proposal software?
No. Many businesses work well with Word, Google Docs or Excel templates. Proposal software adds e-signature and tracking, and we can set it up if you choose.
Will quotes calculate VAT?
Yes. Quotation templates calculate totals and VAT automatically.
Can it connect to our CRM?
Yes. Proposal status can be tracked in your CRM where the platforms allow.
Can you write proposals for us?
The package builds the system. Writing specific bids or proposals can be quoted separately.
Packages that work with this one
CRM & Sales Pipeline Setup
Every enquiry captured in one CRM, with pipeline stages, follow-up tasks and a clear view of what is closing.
Company Profile & Capability Statement
A professionally written and designed company profile and one-page capability statement.
Business Documentation Kit
Branded quotation, invoice, purchase order, letterhead and client form templates.
Tender & Bid Documentation Setup
A reusable bid library and submission-ready document set for tenders and prequalification.