Prepared for BrightPath Agency
Thank you for the opportunity to support your business growth. This proposal outlines the recommended solution, scope, and investment.
CRM setup, sales workflow configuration, proposal automation, invoice tracking, reporting dashboard, and team onboarding.
| Item | Description | Qty | Unit | Total |
|---|---|---|---|---|
| RevenuePilot CRM Setup | Configuration, onboarding, and pipeline setup for your team. | 1.00 | USD 1,200.00 | USD 1,200.00 |
| Proposal + Invoice Workflow | Client proposal builder and billing workflow activation. | 1.00 | USD 800.00 | USD 800.00 |
| Dashboard & Reporting Setup | Sales dashboard, KPIs, and performance reporting configuration. | 1.00 | USD 600.00 | USD 600.00 |
This proposal is valid for 14 days from the date of issue. Work begins immediately after approval and initial payment.