AI-Powered Proposal Tool
Background & Objective
All Season Fencing seeks to reduce the time and effort required to produce high-quality proposals, RFQs, and RFP responses — while improving consistency and win rates across their sales team.
Webisoft will deploy its AI Proposal Maker platform, trained on All Season Fencing's historical sales data, to automate and enhance the proposal creation process. Two deployment options are available, detailed in Section 04.
Scope of Work
The following deliverables apply to both deployment options unless otherwise noted.
Data Ingestion & AI Model Training
- Intake and review of All Season Fencing's historical sales documents (contracts, quotes, invoices, past proposals — up to 500 documents in scope)
- Data cleaning, normalization, and preparation for model training
- Fine-tuning of Webisoft's proposal AI on All Season Fencing-specific language, pricing structures, service descriptions, and client communication patterns
- Validation pass with All Season Fencing stakeholders to confirm output quality before go-live
Document Design & Branding
- Custom proposal template built to match All Season Fencing's existing document standards (fonts, colors, logo placement, section structure)
- Up to 2 template variants (e.g., formal RFP response and standard quote format)
- PDF export configured to All Season Fencing's preferred output format
Platform Configuration
- System configuration and environment setup
- User account provisioning (up to 10 users at launch)
- Role-based access configuration (admin, sales rep, reviewer)
- Configuration of proposal sections, clause libraries, and product/service catalog within the platform
Testing & Quality Assurance
- Internal QA on AI output accuracy, formatting, and edge cases
- Client UAT session (up to 4 hours) with All Season Fencing's sales team
- Revisions based on UAT feedback (one revision round included)
Training & Handoff
- 1 x live onboarding session (up to 2 hours) for All Season Fencing's sales team
- Admin guide and end-user documentation delivered
- 30-day post-launch hypercare support window (bug fixes and minor adjustments included)
Client Responsibilities
To meet project timelines, All Season Fencing agrees to:
Provide access to historical sales documents within 5 business days of project kickoff
Designate a primary point of contact for approvals and feedback
Make relevant stakeholders available for the UAT session and onboarding
Provide brand assets (logo files, brand guide or reference documents) within 5 business days of kickoff
Deployment Options
A self-contained web application for creating, managing, and exporting proposals — no CRM dependency.
- Data Ingestion & AI Model Training
- Document Design & Branding
- Platform Configuration
- Testing & Quality Assurance
- Training & Handoff
- Hosted deployment & maintenance
- Platform updates included
- Up to 10 users included
- Additional users: $35/user/month
Full integration with All Season Fencing's Odoo environment. Proposals generated, tracked, and stored directly within Odoo.
- Everything in Option A
- Odoo connected app setup
- Opportunity-to-proposal field mapping (up to 15 fields)
- Proposal status sync back to Odoo
- Proposal activity logged to Odoo timeline
- Sandbox testing environment for integration QA
- Up to 10 users included
- Additional users: $75/user/month
Timeline
Timeline assumes timely delivery of client materials per Section 3. Delays in data or asset delivery may extend the schedule.
| Phase | Option A | Option B |
|---|---|---|
| Kickoff & Data Intake | Week 1 | Week 1 |
| AI Model Training | Weeks 2–3 | Weeks 2–3 |
| Platform Config & Branding | Week 3 | Weeks 3–4 |
| Odoo Integration & QA | — | Weeks 4–5 |
| UAT | Week 4 | Week 6 |
| Launch & Onboarding | Week 5 | Week 7 |
Visual Overview
Investment Summary
| Option A | Option B | |
|---|---|---|
| Implementation | $6,500 | $9,500 |
| Monthly subscription | $450/mo | $1,000/mo |
| Year 1 total (monthly billing) | $11,900 | $21,500 |
| Year 1 total (annual prepay) Best Value | $11,000 | $19,500 |
Payment Terms
Implementation Fee
50% due at contract signing, 50% due at go-live
Monthly Subscription
Billed on the 1st of each month, beginning at go-live
Annual Subscription
If elected: billed in full at the start of the subscription term
Payment Terms
All fees in CAD. Net 15 payment terms.
Out of Scope
The following are not included unless separately quoted:
- Training on more than 500 historical documents
- More than 2 proposal template variants
- More than 15 Odoo field mappings (Option B)
- Integration with CRMs other than Odoo
- Ongoing content updates to the clause library or product catalog after go-live
- Custom reporting or analytics dashboards
- Data migration from any existing proposal tool
Assumptions
Acceptance & Next Steps
By signing this Statement of Work, both parties agree to the terms and scope outlined above. This SOW is valid for 30 days from the date of issue.
Ready to get started?
Reach out to Phil Therien to discuss next steps, sign the agreement, and kick off the project.
Pricing is subject to change after the validity period.
Prepared by Webisoft for All Season Fencing · March 2026