💡 Discounts apply automatically: 5% on programs over $50K · 10% on programs over $100K. Selections across all brands are combined.
💳
Billing
Select a billing schedule and proposal validity.
Billing Schedule
Custom Installments
Proposal Validity
📅 Pricing is valid for 90 days from the proposal date.
💰
Invoicing
Program snapshot and payment schedule for this proposal.
Discount Summary
Select services to calculate applicable discounts.
Off
Off
📄
Preview
Review the proposal, then download a ready-to-send Word document.
Hide Pricing
Hide Terms
Hide SOW
Order View
✅
Acceptance
Record the signed agreement and purchase order details.
Billing Details
Purchase Order File
No documents attached
📄 Upload the signed/executed proposal and any other supporting documents — select several at once, or add more anytime. Accepted file types: PDF, Word, or image. Maximum 10 MB each.
No file attached
📎 Accepted file types: PDF, Word, or image. Maximum 10 MB.
Archived Proposal PDFs
📁 PDFs are automatically archived to cloud storage when the proposal status is set to Sent or Accepted.
Catalyst
