# Proposal evidence pack: [buyer / opportunity]

## Instructions
1. Replace the fictional sample with sources you are authorized to use.
2. Record exact buyer requirements before drafting persuasive text.
3. Keep unsupported requirements, prices, and capabilities unresolved.
4. Verify calculations and every claim with the appropriate owner.
5. Approve a specific version before submission through your authorized process.

## Intake
- Proposal owner / delivery reviewer / commercial approver:
- Buyer / authorized contacts:
- Submission deadline / timezone / required format:
- Buyer decision / desired outcome:
- Mandatory criteria / constraints:
- Version / status: v1 / Draft — not approved for sending

## Source register
| ID | Source / version / date | Owner | Permitted use | Status |
| --- | --- | --- | --- | --- |
| B01 | Fictional buyer brief | Account owner | This proposal only | Approved sample |
| B02 | Fictional buyer security question | Account owner | Qualification review | Unanswered sample |
| O01 | Fictional offer scope | Delivery lead | Proposal drafting | Approved sample |
| P01 | Fictional USD rate card | Commercial owner | Pricing review | Approved sample |

## Requirement matrix
| ID | Exact buyer requirement / location | Mandatory or preferred | Evidence / gap | Response state | Proposal section | Reviewer |
| --- | --- | --- | --- | --- | --- | --- |
| R01 | Weekly report using two supplied CSVs / B01 | Confirm with buyer | O01 permits PDF report; live integration excluded | Supported within boundary | Scope | Delivery lead |
| R02 | What is your SOC 2 status? / B02 | Unknown; clarify | No authoritative evidence supplied | Unanswered — submission blocker | Qualifications | Security owner |

## Proposal outline
1. Buyer problem and confirmed desired outcome
2. Recommended approach and evidence
3. Deliverables and acceptance criteria
4. Timing, responsibilities, and dependencies
5. Pricing and approved commercial terms
6. Assumptions, exclusions, risks, and change process
7. Next decision and open questions

## Scope and acceptance
| Deliverable | Included work | Acceptance evidence | Buyer dependency | Exclusions |
| --- | --- | --- | --- | --- |
| Weekly PDF report | Two client-supplied CSV snapshots | Buyer confirms agreed fields and totals | Approved exports provided | No live system integration |

## Pricing — fictional sample, replace before use
Currency: USD. Tax: excluded; treatment must be confirmed. No discount assumed.
| Item | Approved quantity | Unit | Rate | Subtotal | Source |
| --- | --- | --- | --- | --- | --- |
| Discovery | 10 | Hours | 120 | 1200 | P01 |
| Data mapping | 18 | Hours | 120 | 2160 | P01 |
| Report setup | 48 | Hours | 120 | 5760 | P01 |
| Training | 10 | Hours | 120 | 1200 | P01 |
| Total | 86 | Hours | | 10320 | Reconcile in calculation tool |
Approved illustrative payments: 5160 + 5160 = 10320. Confirm triggers and commercial authority.

## Claim register
| Claim ID | Exact proposed wording | Evidence | Disclosure permission | Reviewer | Status / correction |
| --- | --- | --- | --- | --- | --- |
| C01 | Automated daily sync | None; conflicts with O01 | Not applicable | Delivery lead | Remove; replace with weekly reporting from client-supplied snapshots |
| C02 | [customer result / logo / certification] | [authoritative source] | [approved audience or unknown] | [owner] | Do not use until verified and permitted |

## Gaps and discovery questions
| Gap | Why it matters | Resolution owner | Answer / source | Blocker? |
| --- | --- | --- | --- | --- |
| Is certification mandatory? | Determines qualification | Account owner | Unknown | Yes, until resolved |

## Review and approval
- [ ] Every requirement answered or explicitly blocked
- [ ] Buyer facts and all source references checked
- [ ] No fabricated references, logos, credentials, benefits, or capabilities
- [ ] Scope, exclusions, capacity, dependencies, and acceptance agreed
- [ ] Calculations, currency, tax treatment, payments, and terms approved
- [ ] Final executive summary agrees with detailed scope
- [ ] Approved version / reviewers / date / authorized submitter recorded

## Change and handoff log
| Version / date | Change | Reason / source | Approver | Delivery impact |
| --- | --- | --- | --- | --- |
| | | | | |