[B2B sales & account operations]() / [Use cases]() / [Project proposals]() [How it works]() [What you get]() [Scope]() [Start a review]() [B2B sales & account operations]()[Quotes & pricing]() # Answer a project brief with a proposal that can ship. A proposal built from the buyer’s brief that shows what’s in stock, what isn’t and what each site gets, so it can be accepted as written. [Start with an order desk review]() [How it works]() PRJ-214-v1 · Cedar & Vine, six sites Budget $12,000 Item Cases Cost Supply LID-16F · 16 oz flat lid 72 $3,168 In stock CUP-16H · 16 oz hot cup 72 $4,464 In stock CNT-8K · 8 oz soup container 36 $2,088 18 due in 3 weeks BAG-K2 · kraft carry bag 30 $1,380 In stock Goods total $11,100. Freight and tax are quoted separately. The proposal for a restaurant group opening six sites: price, quantity and supply on every line. ## Sound familiar? - A six-site opening arrives as a spreadsheet, and the quote takes days of lookups. - The proposal shows a price, not whether the stock exists or when it can ship. - Every revision means rebuilding the whole thing by hand. Project buyers work to a deadline. A slow proposal loses the account at its biggest first order, and a wishful one promises dates nobody can keep. ## What changes. ShowTodayWith the engine Reading the brief Rebuilt in a spreadsheet Sites, items, quantities and dates pulled into one structure Stock Checked after the price is set Stock and inbound on every line, with a split or substitute offered Revisions Rebuilt by hand Versioned: change the count and the proposal updates Dates Dates the desk hopes to meet Requested dates kept apart from confirmed ones ## How it works. 6 steps, 5 stages. - AI**3** - Rules and automation**2** - Your team**1** - Approval 1. 1 Read 1. AI ### Read the brief Pulls the sites, opening dates, budget and item needs out of the email and spreadsheet. - Outlook 2. 2 Build 1. AI ### Draft the proposal Picks items that fit the menu and the budget, and explains each choice. 2. Rules and automation ### Price and size it Tier price, cases for each site and the total against the budget. - Prophet 21 3. 3 Check 1. Rules and automation ### Check stock and inbound Stock, due dates and lead times by line, with requested dates kept apart from confirmed ones. - Prophet 21 4. 4 Approve 1. Your team Approval ### Approve what you’re promising The rep reviews, purchasing confirms inbound dates and finance approves any terms. 5. 5 Revise 1. AI ### Revise as the brief changes A new count or opening date produces a new version, with what changed. The accepted version becomes the order ## What you get. Real work, every week. Open items on PRJ-214-v1 - Goods within the $12,000 budget - Stock for all six openings 18 cases of CNT-8K due in 3 weeks - Freight and tax Quoted by route - Printed cups Needs a proof, and adds lead time Nothing here is promised until the team confirms it What’s still open, so the buyer sees it before they accept. Opening schedule Six sites Two deliveries, so the first three sites open fully stocked. Delivery 1 Sites 1–3: everything in stock, ahead of the first opening Delivery 2 Sites 4–6: soup containers, once the inbound arrives Substitute An approved alternate if the inbound slips, with the chef’s OK Printed cups Stock cups for opening week, printed cups after proof How the order ships, so the first sites open with stock in hand. ## How you’ll know it’s working. 1. Brief to proposal Hours from a project brief to a proposal a rep is willing to send. 2. Proposals accepted as written Counts rebuilds avoided, and revisions per project. 3. Contribution per project Margin after samples, freight and returns. Baselines agreed before we build. ## Works with what you have. ERP, CRM & inbox - Prophet 21 - HubSpot - Outlook Wholesale commerce - NuORDER Commerce - Shopify We configure first Your ERP’s quote screens, and a visual selling tool if you already have one, can hold a multi-line project quote. We check what they handle before building. We build when Briefs vary too much for a template, or stock, phasing and approvals have to be checked together. ## What a first build includes. Built in your accounts, around your team. Scope, fee and baseline agreed before we start. 1. 1 Design 2. 2 Build 3. 3 Run it, or hand it over [Start with a review]() [Scope this build]() ### We build - A brief reader for emails and spreadsheets - A proposal builder with price, stock and inbound on every line - Versions, and a summary of what changed - A handoff that turns the accepted version into an order ### We start from - Five recent project briefs and the proposals sent - Price tiers and approved substitutes - ERP stock, inbound and lead times ### From your team Owner Sales lead for hospitality accounts Involves - Account sales - Purchasing - Finance - Customer service ## Questions teams ask. How is a proposal different from a quote? A quote answers one request. A proposal covers several sites, dates and options, so it needs stock, phasing and open questions in one place, and a new version when the brief changes. Does the proposal promise delivery dates? It separates the date the buyer asked for from the dates you can confirm. A date becomes a promise only once purchasing and your rep have confirmed it. Who owns it once it’s running? You do. It’s built in your accounts, documented, with training for the people who run it. Ownership usually sits with your sales lead for hospitality accounts. We can keep running it with you, or step back. How do we start? Usually with an order desk review: two to four weeks, a fixed fee credited to the build, and a plan that’s yours. If the job is already clear, we can scope the build directly. ## Part of your order engine. One of 14 use cases, in 5 parts. [See the whole order engine]() 1. [New accounts **2**]() 2. [Quotes & pricing **3**]() 3. [Orders **3**]() 4. [Self-service & status **3**]() 5. [Account growth **3**]() In quotes & pricing - [**Quote preparation**Turn buyer inquiries into accurate quotes]() - [**Contract pricing**Keep contract prices and approvals right]() - **Project proposals**You’re here Works with - [**Account assortments**Give every account its own catalog and offer]() ## Win the project with a proposal that can ship. Start with an order desk review. [Start with an order desk review]() [**Talk it through first**15 minutes]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/project-proposals/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)