Bids · Draft
Nearshore chat for a payments app
Pago Rapido · due 19 Nov 2026 · started by Example owner
Before it can be exported
Only approved text goes out. The list below is what is left.
- 8 sections have no text yet.
- There is no price. Pull the quote from Rate and Revenue or type it in.
- There is no margin check. Pull it from the Margin Engine or type it in.
1. What the bid is built on
Price
From Rate and Revenue, or typed in.
Type the price in
Margin check
From the Margin Engine, or typed in. Never in the bid.
Type the check in
Case studies
Partners are not named in the bid.
Type a case study in
2. The sections
The AI drafts each section from the request, the price and the case studies. Read it, change what you need, then an owner approves it.
Cover letter
A short letter to the client: thank them, say what we offer in one paragraph and who to contact.
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Executive summary
What the client needs, what we propose, the price in one line and why it is the right choice.
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Our understanding of your needs
The client's request in our own words: scope, volumes, languages, hours and what success looks like.
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Proposed solution
How we deliver: where, in which languages, the opening hours, the team and the tools.
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Delivery and transition
How we go from signature to live: the steps, the timeline, training and the first ninety days.
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Pricing
Introduce the price table that follows. Never write a figure that is not in the quote.
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Case studies
Introduce the case studies that follow and say why each one matters to this client.
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Why us
Three or four reasons to choose us, each tied to something in the client's request.
