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Proposal+ · Revenue desk
Proposal+ Glossary
Bids, commercials, and approvals
Language for how Proposal+ composes offers, enforces review, and syncs winners back to CRM+.
37 terms match your filters
A
A
Acceptance Criteria
Foundations
Objective tests proving deliverables meet agreed standards before payment.
Approval Matrix
Stakeholders
Rules for who must sign off on discount, legal, or finance exceptions.
B
B
Bill of Quantities
Foundations
Itemized list of materials or services with quantities for estimation.
Brand Theme
Proposal+ flows
Locked look-and-feel assets ensuring every export matches corporate standards.
Bundle / Package
Proposal+ flows
Pre-approved SKUs sold together with uplift or blended discount policy.
C
C
Clause Library
Legal & risk
Alternate legal paragraphs selected based on risk posture and region.
Content Library
Proposal+ flows
Approved snippets, images, and legal blocks reused across deals.
CRM Attachment
Proposal+ flows
Linking generated proposals to opportunities with snapshot IDs for audit.
D
D
Digital Sales Room
Proposal+ flows
Microsite hosting the proposal, mutual action plan, and signing workflow.
Discount Schedule
Proposal+ flows
Rules for approved price breaks by volume, commitment, or segment.
E
E
Electronic Signature
Legal & risk
Legally binding capture of intent with signer attestations and tamper-evident seals.
ESG Addendum
Legal & risk
Disclosures on environmental, social, and governance commitments where buyers require them.
I
I
Index-Linked Pricing
Legal & risk
Adjustments tied to published indices (currency, commodities) inside long deals.
L
L
Limitation of Liability
Legal & risk
Clause bounding financial exposure—often tied to fees paid in a period.
Locale Pack
Doc automation
Translated clauses and currency formats for international pursuits.
M
M
Merge Document
Doc automation
Template that hydrates CRM fields into branded Word or PDF output.
N
N
NDA / Confidentiality
Legal & risk
Obligations covering sensitive information exchanged during evaluation.
Non-Solicitation
Legal & risk
Restriction on hiring customer staff or poaching accounts for a period.
O
O
Offer Validity
Foundations
Time window during which pricing and terms remain open—often aligned to procurement SLAs.
Orals / Demo Script
Stakeholders
Presentation milestones where teams defend the written proposal live.
P
P
Partner Attach Rate
Foundations
Metric tracking attach of professional services or add-on modules to core SKUs.
Payment Terms
Legal & risk
Net days, milestones, and penalties for late payment in commercial proposals.
Pricing Floor / Guardrail
Proposal+ flows
Minimum allowable margin enforced before publish.
Pricing Table
Proposal+ flows
Structured rows for SKUs, tiers, discounts, and ramps with rollups.
R
R
Redline
Stakeholders
Marked changes during legal negotiation—often version-controlled with audit trails.
Revision Counter
Foundations
Incrementing identifier for each circulated draft shared with reviewers.
RFP / RFI / RFQ
Foundations
Request for Proposal/Information/Quotation—stages buyers use to shortlist vendors.
S
S
Security Exhibit
Doc automation
Customer-specific answers referencing the security whitepaper and controls.
Service Credits / Penalties
Legal & risk
Remedies for missing SLAs embedded in annexes.
Sole / Single Source
Legal & risk
Documentation proving compliance when not running a competitive event.
Statement of Work (SOW)
Legal & risk
Contract exhibit detailing scope, milestones, deliverables, and acceptance.
Subscription Terms
Legal & risk
Billing cadence, renewal, and price uplift mechanics captured alongside commercials.
T
T
TCV / ACV
Foundations
Total contract value vs annualized contract value snapshots for forecasting.
Technical Appendix
Doc automation
Supporting diagrams, SLAs, or security exhibits referenced in the master agreement.
V
V
Version Compare
Doc automation
Visual diff between proposal revisions during negotiations.
W
W
Watermarking
Doc automation
Draft or confidential markings applied before external distribution.
Win → Kickoff Handoff
Stakeholders
Transition package sent to Project+ after signature with scope baselines.
Related resources
Combine this glossary with Proposal+ pricing playbooks in the module guide.
Proposal+ module guide
Content, approvals, and CRM hooks.
·Proposal+ product page
Overview for revenue teams.
·Knowledge base home
All T1U education paths.
Win with governed content
One library of clauses, SKUs, and approvals—synced to CRM and Stock when you win.
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