Pressure-test the deal before writing the deck.
A one-page pre-proposal that captures scope, outcome, range, and timeline. The customer reacts in 24 hours — only then do you spend time on the full SOW or proposal.
Scope toggles
Timeline
Outcome
Campus-wide WiFi-6E with K-12 traffic policies, ready before fall term.
2 items
$145k–$171k
2.6w
Campus WiFi-6E covering 4 buildings · 96 APs, Filtering policies — pre fall term, delivered in ~2.6 weeks.
Toggle scope and timeline — price range, scope summary, and AI draft update live.
Wasted SOW time
Spend 10 hours on a proposal that lands on a misaligned brief.
Silent customers
Long proposals get a 'we'll review' and disappear.
Rework loops
Three revisions because budget was never explicit.
No signal
Hard to know which deals deserve real investment.
Capabilities
Built for the way dispatchers, leads, and admins actually work.
One-page format
Outcome, scope, range, timeline — fits on a screen.
Corei-drafted
AI pulls from the customer's environment, history, and similar deals.
Sharable link
Customer reacts inline — no PDF download, no email chains.
Signal tracking
Opens, time on each section, and feedback all captured.
Promote to proposal
One-click hand-off to the full SOW or RFP toolkit.
Approval-light
Range-based — no margin sign-off needed at this stage.
How it works
A simple loop, run continuously.
Capture the brief
Outcome, scope hint, range, timeline, key risks.
Send the link
Customer opens in browser; inline reactions and comments.
Read the signal
Yes / not now / let's adjust — captured cleanly.
Promote or close
Hand to full proposal or close as no-go with reason.
Signal capture
Quiet, but rich.
Opened in 14 minutes
Read scope section 3x
Reacted: 'Looks right'
Forwarded to CFO
- One-page format
- Inline customer reactions
- Open + section timing
- Promote to full proposal
- Range-based, approval-light
- Linked to opportunities
Ask Corei.
Corei works inside this module with cited sources and permission checks. You choose whether it advises, pauses for approval, or runs trusted work.
Example
Draft a pre-proposal for Stonebridge's wifi refresh.
Outcome: campus-wide WiFi-6E with K-12 traffic policies. Scope: 4 buildings, 96 APs, controller, deploy after-hours over 3 weekends. Range: $128k–$152k. Timeline: start Aug, live before fall term. Ready to send.
See it in your tenant.
Book a 45–60 minute working demo with the Corei team — we'll wire this module to your live data.