Discovery notes to a sent proposal.
Bring what you learned on the call: the client’s problem, the outcome they want, the scope and the price. Triplewave puts it into a clear proposal on your letterhead and keeps the pricing visible for approval.
Keep the decisions in front
Client, problem, outcome, deliverables, exclusions, timeline, price, payment terms and validity each have a place. Every section stays editable.
- Put pricing in a pricing table so totals stay tidy.
- State assumptions and exclusions next to the scope.
- Open the PDF the client will see before you send it.
Where Triplewave stops
Triplewave writes, designs, sends and signs the proposal. Pipeline tracking, engagement analytics, complex quoting and CRM automation belong in your sales tools.
Where it stops
- Triplewave doesn’t calculate tax, margin or discounts, or route quotes for approval.
- An email delivery event doesn’t prove the client read the proposal.