What to include in your proposal discussion
Portal and usage
Selected modules, users, storage or usage allowances, subscription, and ongoing support.
Implementation
Setup and configuration, data preparation, scanning or migration, integrations, and staff training.
Commercial terms
Minimum term, renewal, cancellation, data exports, optional services, and any payment processing.
Begin with a defined scope
Share one workflow, your expected usage, and any system connections. Ask for inclusions, exclusions, responsibilities, and optional work to be identified in your written proposal.
Your next step starts with a conversation
Let’s scope a useful starting point.
We’ll help you explore a practical starting point for your department.