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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.

0 of 8 approved
  • 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

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Margin check

From the Margin Engine, or typed in. Never in the bid.

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Case studies

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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

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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

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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

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The client's request in our own words: scope, volumes, languages, hours and what success looks like.

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Proposed solution

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How we deliver: where, in which languages, the opening hours, the team and the tools.

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Delivery and transition

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How we go from signature to live: the steps, the timeline, training and the first ninety days.

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Pricing

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Introduce the price table that follows. Never write a figure that is not in the quote.

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Case studies

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Introduce the case studies that follow and say why each one matters to this client.

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Why us

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Three or four reasons to choose us, each tied to something in the client's request.

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It goes at the end. The brief tells the AI what the section must do.

3. The bid itself

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