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Every section is approved, the price is set and the margin check passes. Export it as Word or PDF.
1. What the bid is built on
Price
From Rate and Revenue · Q-2026-0104
| English from South Africa | 25 seats | $38,500 |
| A month | 25 seats | $38,500 |
24 months. Whole contract $924,000.
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A new price takes back every approval on the bid.
Margin check
From the Margin Engine · M-2026-0104
Checked .
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Case studies
Partners are not named in the bid.
- Claims line for an insurerInsurance · South Africa · Kora CX · From Partner Hub
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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
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.