Workspace / Overview
Demo environment
NC
Sales team
Sales workspace

Proposal Studio

Create a clear, consistent managed IT and cyber security proposal in minutes.

ⓘ
Proof of concept — no customer information is sent to a server. Use fictional details only. Export the proposal to PDF using the preview and print controls.
Proposal in progress
NC-DEMO-0001
Current browser session
Monthly investment
£0.00
Excluding VAT
Selected services
0
Catalogue items
Contract term
12 months
Configurable per proposal

Quick actions

Start with the essentials. The form guides you through the rest.

Current draft

This draft exists only in this open browser session.

Draft · Not for customer issue
Example Organisation Ltd
12-month term · 0 services selected
Proposal builder

Create a proposal

Complete the essentials, select services and review the commercial summary.

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Proposal type: this proof of concept supports Managed IT & Cyber Security, Cyber Essentials / Cyber Essentials Plus, and Microsoft 365 Copilot Readiness. Managed Cyber Essentials prices use the fully managed rates. N-Sure line discounts are capped at 20%; onboarding scope is confirmed through an audit and the daily rate cannot be below £600.
1Proposal details
2Scope & services
3Commercials
4Review & export

Proposal information

Use fictional details in this proof of concept.

Step 1 of 4
Tick this if an audit has already been completed. Onboarding activity will still be confirmed against the findings and agreed scope.
* Required to generate the proposal

Requirements & services

Use the guided N-Sure configurator to choose Complete or Assist and equipment support levels, then manually select any additional products below. Unit prices come from the approved catalogue.

Step 2 of 4
Calculated from the sites configured below.

Guided N-Sure support configuration

Choose support for users and each equipment type. Infrastructure is priced per device per month; user support is separate. Select other products manually below.

Configure first

End-user support

Complete + Assist quantities should equal the named user count above. You can split users between both services.

Sites & infrastructure support

Configure equipment quantities and support independently at each site. Prices are per device/server per month.

Each site's selections are priced separately and retain the site name/address in the proposal.

Commercials & investment

Review line-level N-Sure discounts, onboarding assumptions, recurring charges and contract term.

Step 3 of 4
ASSUMED PENDING AUDIT — review and confirm this description before issuing a customer proposal.
Enter the number of days required.
The daily rate can be adjusted, but must not be below £600.
Amortised onboarding is charged monthly for 12 months only.

Commercial breakdown

All prices exclude VAT.

Review & export

Check the customer-facing content before printing or saving the PDF.

Step 4 of 4
✓
Final check: this is a proof of concept. Confirm all rates, service wording, legal terms and calculations with your internal owners before customer use.

Pre-publication validation

Run these checks before creating a customer-facing PDF.

Required before export

Validation has not been run yet.

Reusable pricing

Service catalogue

Catalogue seeded from the pricing sheet and confirmed commercial rules supplied for this proof of concept.

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Rates are preloaded as supplied and are editable in the catalogue source code. Supplier Buy prices are internal only and are not displayed in customer proposals. Customer Cost rates are used for sales pricing. Unconfirmed prices remain flagged. N-Sure discounts are capped at 20%.
Document preview

Proposal preview

Review the draft. Use Print / Save PDF to export a PDF copy from your browser.

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In the print dialog, select Save as PDF, paper size A4, and enable background graphics for the navy cover and table headers.
Quick guide

How it works

Intended workflow for a sales team member.

Four steps to a basic proposal

  1. Enter proposal details. Use a fictional company, contact and summary for testing.
  2. Choose the scope. Add relevant services and quantities from the preloaded catalogue.
  3. Review the commercials. Monthly and annual figures recalculate as quantities or services change.
  4. Preview and export. Check the document, then use Print / Save PDF.

Privacy & limitations

  • This is a static proof of concept with no server-side customer database.
  • Data is held in page memory only; refreshing or resetting clears the draft.
  • The generated proposal uses templated service descriptions and commercial wording, not legal review.
  • Services marked “Needs pricing confirmation” or “Quote required” are excluded from calculated totals until commercial rules are approved.
  • Product descriptions are based on supplied Netcentrix collateral; confirm final wording with the relevant service owner.
  • Cloudflare Pages can host the static files at no cost within its free allowance. No secrets or API keys are required.