Win the work · Requirements & NDAs
Scope it properly before you price it
Send clients a requirement form shaped by the services they want. NDAs run alongside, never in the way.
Requirement form
How many locations are in scope?
3 (Pune, Bengaluru, Chennai)
Which period should the review cover?
FY 2025-26
Do you have documented policies today?
Yes, last updated 2024
Forms that ask the right questions
Pick services and offerings and the form builds itself from a shared question bank, with conditional questions so a client only answers what matters.
A link, not a login
Clients fill the form from an expiring link, save and come back later, attach diagrams and asset lists. Or fill it on their behalf; the record is the same.
Versioned scope
Every requirement is versioned, and proposals pin the version they were built from. Scope creep becomes visible.
NDAs in parallel
Offered on a client's first requirement, tracked from pending to executed, generated from your template, emailed for signature and uploaded once signed. Gathering requirements never waits on it.
Keep exploring
Proposals & catalogue
Assemble a branded, consistent proposal from your service catalogue, reusable content blocks and the client's own requirement, then price it from the same catalogue.
Review & approval
Drafts move through review and approval, discounts over your threshold escalate, and the issue gate blocks anything incomplete.
Client portal & acceptance
Send a secure link to a branded web view of the proposal. Clients accept, decline or ask for changes, with evidence of the acceptance captured against the exact version.
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