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Save current services as a template
Saved Proposals
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Client
Contact
Type
Mode
Monthly
One-off
Svcs
Discount
Prepared by
Updated
Created
Shared
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Billing dates
Use the 1st of the month for clean billing
First day of client's current FY
Auto-fills to 12 months — edit if the FY differs
One-off: bill a single completed period, no ongoing monthly
Also start the recurring monthly after the period
How client pays the alignment fee
Months to blend the catch-up across
Amount already paid / committed towards the alignment
Pricing options
Firstmonths at% off, then regular rate
Leave blank for no introductory rate
% off for paying upfront
Client sees annual total with discount
Adds this notice to proposal & PDF
🔒 Private notesInternal only · never shown to client
Services
EssentialStandardPremiumEdit names
Summary
Monthly recurring (ex VAT)
£0
Day 1 / one-off total (ex VAT)£0
Financial year end
←
Toggle services on the left to build the proposal
Align. discount
Discount / Surcharge
Target £/mo
Round to
←
Enable tiers on the left to build the proposal
Financial year end
Discount / Surcharge per tier
Essential
Round
Standard
Round
Premium
Round
Alignment fee discount per tier
Monthly recurring (ex VAT)
£0
Day 1 / one-off total (ex VAT)£0
Financial year end
←
Add services on the left to build the proposal
Align. discount
Discount / Surcharge
All fees exclude VAT at 20%. Monthly direct debit. Quote valid for 30 days from date of issue.
📋 How to explain this proposal
£0
Monthly ex VAT
Day 1
Discount
Target £/mo
Align. discount
Discount / Surcharge per tier
Essential
Standard
Premium
Alignment fee discount per tier
Essential
Standard
Premium
📋 How to explain this proposal
📊 Engagement analytics
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📄 Letter of Engagement Preview
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