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All Documents
Comprehensive view of all documents in the system
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Documents (21)
21 Total
| Document | Type | Status | Amount | Lead/Account | Created Date | Owner | ||
|---|---|---|---|---|---|---|---|---|
Test Quote 001 Test description | quote | draft | $1,000 | Test Client | Sep 7, 2026 | - | ||
Healthcare Integration Proposal (Copy) Patient portal integration proposal with security compliance details | proposal | approved | $180,000 | HealthPlus Medical | Feb 6, 2026 | - | ||
quote | pending approval | Not set | Not set | Feb 6, 2026 | - | |||
quote | draft | Not set | Not set | Feb 5, 2026 | - | |||
Healthcare Integration Proposal Patient portal integration proposal with security compliance details | proposal | approved | $180,000 | HealthPlus Medical | Jan 28, 2026 | - | ||
Service Agreement Master service agreement for CRM implementation and support | contract | draft | $250,000 | TechCorp Industries | Jan 28, 2026 | - | ||
Manufacturing Assessment Report Initial assessment of current manufacturing systems and modernization opportunities | other | draft | Not set | Global Manufacturing LLC | Jan 28, 2026 | - | ||
Technical Requirements Document Detailed technical requirements gathered from discovery sessions | other | approved | Not set | TechCorp Industries | Jan 28, 2026 | - | ||
Enterprise CRM Proposal Comprehensive proposal for enterprise CRM implementation including pricing, timeline, and technical specifications | proposal | approved | $250,000 | TechCorp Industries | Jan 28, 2026 | - | ||
Enterprise Software License - TechSolutions Inc Annual enterprise software license for TechSolutions Inc with premium support package | proposal | pending approval | $90,000 | Michael Johnson - TechSolutions Inc | Jan 27, 2026 | SJSarah Johnson | ||
Premium Support Proposal - MegaCorp Ltd 24/7 premium support package with dedicated account manager | proposal | approved | $185,000 | MegaCorp Premium Support | Jan 27, 2026 | DMDavid Martinez | ||
Enterprise SaaS Proposal - TechCorp Inc Comprehensive SaaS proposal for 500-seat enterprise license | proposal | approved | $125,000 | TechCorp Enterprise Deal | Jan 27, 2026 | MCMichael Chen | ||
Strategic Partnership Contract - GlobalTech Multi-year strategic partnership agreement | contract | approved | $250,000 | GlobalTech Industries | Jan 27, 2026 | JWJames Wilson | ||
Q1 Discount Quote - Acme Solutions Annual renewal quote with 15% early bird discount | quote | pending approval | $89,500 | Acme Q1 Renewal | Jan 27, 2026 | SJSarah Johnson | ||
Custom Implementation Quote - StartupXYZ Custom implementation and onboarding services | quote | draft | $67,000 | StartupXYZ Implementation | Jan 27, 2026 | EDEmma Davis | ||
TechCorp CRM Proposal Enterprise CRM proposal for 150 users including pricing, features, and implementation plan | proposal | sent | Not set | Sarah Johnson | Jan 22, 2026 | - | ||
Demo Presentation Product demo slides covering all key features | presentation | sent | Not set | Sarah Johnson | Jan 22, 2026 | - | ||
Product Demo Recording - Jan 20 Recorded product demonstration focusing on mobile app capabilities, AI lead scoring, and workflow automation features. | presentation | sent | Not set | Michael Chen | Jan 22, 2026 | - | ||
ROI Analysis & Cost Comparison Detailed ROI analysis comparing current system costs vs our solution. Shows 35% productivity increase, $85K annual savings, and 15% improvement in lead conversion. | quote | sent | Not set | Michael Chen | Jan 22, 2026 | - | ||
TechVision CRM Proposal - Q1 2026 Comprehensive CRM proposal including pricing for 150 users, implementation timeline, training program, and ROI analysis. Custom dashboards mockups included. | proposal | approved | Not set | Michael Chen | Jan 22, 2026 | - | ||
Security & Compliance Documentation SOC 2 Type II certification, GDPR compliance documentation, security whitepaper, and data encryption specifications. | other | sent | Not set | Michael Chen | Jan 22, 2026 | - |