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The proposal from the film, in full.

The notes a salesperson typed during a call, and the proposal that comes back from them: written, priced and ready to sign.

This is a sample. It shows the kind of document DocuDeal produces from notes like these. Lumen Freight, Harbourline, the people and the price list are all made up.

Proposal · HarbourlineReady to send

Proposal

Lumen Freight: annual platform plan

Prepared for
Ryan Walsh, Head of Operations
Prepared by
Alex Morgan, Harbourline
Date
17 September 2026
Valid until
30 September 2026

1Summary

Ryan, thank you for the time today. As discussed, this proposal covers 45 seats on Harbourline's annual plan from 1 October 2026, with single sign-on through Okta and guided onboarding for your team. It is billed quarterly rather than up front, and it includes the 10% licence discount we agreed for signature by 30 September.

2What is included

  • Platform licence for 45 named users, for 12 months.
  • Single sign-on over SAML, configured with your Okta tenant, so the team signs in with the accounts they already have.
  • Onboarding: admin setup and two live training sessions for your team in the first two weeks.
  • Adding seats during the term is charged at the same per-seat rate, prorated to the end of the term.your notes say "maybe 60 by Q2". This proposal is priced at 45 seats.

3Timeline

  • By 30 September: proposal signed, and the 10% licence discount applies.
  • 1 October: go-live. Accounts created and single sign-on connected.
  • Weeks 1 and 2: the two onboarding sessions, scheduled with you.

4Investment

ItemAmount
Platform licence45 seats × $38.00 per seat per month × 12 months$20,520.00
Single sign-on (SAML)annual add-on$2,400.00
Onboardingfixed fee, admin setup and two sessions$3,500.00
Signature by 30 September10% off the platform licence−$2,052.00
Total for the 12-month termexcluding tax$24,368.00
✓ Every figure calculated from the price list, not written by the AI

Billed in four equal quarterly instalments, in advance, Net 30:

$6,092.001 October 2026
$6,092.001 January 2027
$6,092.001 April 2027
$6,092.001 July 2027

5Terms

  • Term: 12 months from 1 October 2026.
  • Renewal: renews for a further 12 months unless either party gives 60 days' written notice before the end of the term.
  • Data protection: Harbourline's data processing agreement applies and is attached for your legal team.attach the DPA before sending. It is not in your content library yet.
  • Discount: the 10% licence discount applies only if this proposal is signed by 30 September 2026.

6Acceptance

Signed in the browser, in this order. Each signature applies to this exact version of the document.

1 · Lumen Freight

Sign here
Ryan Walsh
Head of Operations

2 · Harbourline

Sign here
Alex Morgan
Account Executive
How to read it

Who wrote which part.

The words: the AISummary, scope, timeline and terms, drafted from the notes and from the clauses and defaults you keep in your workspace.
The numbers: codeSeats times rate times months, the add-ons, the discount, the total and the four instalments, calculated from your price list. The model never does the arithmetic.
The gaps: youWhat the notes left open is flagged to confirm before it goes, rather than filled in with something plausible.

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