Operating rhythm / naval ink and limestone

An ERP sales proposal from a cloud ERP vendor to a distributor running finance, stock and purchasing in separate systems. It covers how month end closes today, close times by month, the modules and who uses them, security, support and contract terms, two phases over five months, a similar customer’s results, the implementation team and three plans for 60 users.

ERP Software Sales Proposal

<h1 style="font-family:Barlow Condensed;font-weight:800;line-height:1;text-align:left;color:#183248"><span style="font-size:clamp(42px,10cqw,120px)">ERP</span></h1>
<p style="font-family:Inter;color:#183248;text-align:left;font-size:18px;line-height:1.5">Proposal for {{CLIENT_COMPANY}}<br>by {{SELLER_COMPANY}}</p>

Overview

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Thank you for the warehouse tour</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">You want finance, stock and purchasing in one system, so the numbers agree without a week of spreadsheets.</p>

Introduction

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">How a month closes today</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Twelve working days, mostly spent moving numbers between systems.</p>

<p>Days 1 to 3. Stock and receipts exported from the warehouse system and cleaned up.</p>

Export stock

<p>Days 4 to 7. Supplier invoices matched to receipts by hand in a spreadsheet.</p>

Match invoices

<p>Days 8 to 10. Differences found and journals posted in QuickBooks.</p>

Adjust stock value

<p>Days 11 and 12. Board pack built from three exports.</p>

Report

Working days to close the books

How a month closes today

<h2 style="font-family:var(--proposal-font-accent);font-weight:500;line-height:1.14"><span style="font-size:clamp(30px,4.2cqw,52px)">We recommend the Finance and inventory plan for 60 users, in two phases.</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Receipts, invoices and stock land in the same ledger as they happen, so month end becomes a review rather than a rebuild. We aim for a five-day close by the third month after phase two.</p>

<p><strong>Not included:</strong> payroll, which stays with your current provider and posts to the ERP each month; handheld scanners, which you buy from the list we provide; and changes to your website shop.</p>

Our recommendation

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Security, support and contract</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">The answers your IT partner and your accountant asked for.</p>

<p>Audited to SOC 2 Type II every year.</p><ul><li>Sign-in through Microsoft 365, with multi-factor required</li><li>Permissions by role, so branch managers see only their branch</li><li>Every change to a posted transaction is logged</li></ul>

Security

<p>Hosted in US data centres.</p><ul><li>Backed up every hour, with copies in a second region</li><li>Your accountant gets read-only access at no charge</li><li>Full export at any time, in standard formats</li></ul>

Data

<p>Standard support is included on every plan.</p><ul><li>Phone and chat, 7am to 7pm Central, Monday to Friday</li><li>A reply within four business hours</li><li>Premium support adds evenings, weekends and a one-hour reply for urgent issues</li></ul>

Support

<p>A three-year agreement.</p><ul><li>Price per user fixed for the term</li><li>Users added at any time at the same price</li><li>Any rise at renewal capped at 4%</li></ul>

Contract

Security, support and contract

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Two phases over five months</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Starting on {{START_DATE}}. Warehouses move after your spring busy season.</p>

Timeline

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Your implementation team</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">They have moved more than 80 distributors onto the ERP.</p>

<p>Runs the plan and the weekly check-in with your operations director.</p>

Implementation lead

<p>A qualified accountant who sets up the ledger and runs your first close with you.</p>

Finance consultant

<p>Sets up locations and scanning, and is on site for each warehouse move.</p>

Warehouse consultant

<p>Reviews close times and stock accuracy with you every quarter after go-live.</p>

Customer success manager

<p>{{SELLER_NAME}} stays your contact for the agreement, pricing and anything else commercial.</p>

Your team

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Results for a similar client</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">An electrical wholesaler with three branches, after a year.</p>

Results for a similar client

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Plans and fees</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">Monthly prices for 60 users. Pay yearly and save 10%. We recommend Finance and inventory.</p>

Finance and purchasing only. Yearly billing saves $4,080.

Finance

The plan in this proposal. Yearly billing saves $6,720.

Finance and inventory

Plus planning and trading partners. Yearly billing saves $9,360.

Full operations

<p>Prices are in USD and exclude tax. Implementation is a fixed $48,000 on every plan, paid at kickoff, phase one and phase two. This proposal is valid until {{VALID_UNTIL}}.</p>

Plans and fees

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Common questions</span></h2>

Questions

<h2 style="font-family:var(--proposal-font-heading);line-height:1.16;font-weight:600"><span style="font-size:clamp(28px,4.6cqw,52px)">Next steps</span></h2><p style="font-size:clamp(20px,2.1cqw,23px);line-height:1.5">How we start.</p>

ERP Software Sales Proposal - Preview