Agency proposals and Foundry Discovery reports

Proposals and Discovery, working

Working software, sample data

Proposals

Every proposal, and whether the client has opened it.

Proposal	Status	Opened	Total	Updated
Brand refresh and new sitePinecrest Physio	Viewed	3	A$28,400	9 days ago
Online shop rebuildLantern Lane Books	Sent	0	A$12,900	2 days ago
Social retainerWattle & Wren Florist	Draft	0	A$3,600/mo	22 h ago
Shopfront refreshNorthbank Cycles	Changes requested	2	A$4,800	22 h ago
Social and email retainerSaltbush Bakehouse	Accepted	6	A$4,200/mo	64 days ago
Web care and paid socialKestrel Outdoor Supply	Accepted	4	A$7,800/mo	40 days ago

Send the draft, or open a proposal as the client sees it. Sample data.

FCFernhollow CreativePrepared for Pinecrest Physio

Proposal

Brand refresh and new site

For Leah Moran, Clinical director. A fixed fee, paid in stages. Prices include GST.

What is included

Description	Qty	Price	Amount
Brand strategy workshop	1	A$3,200	A$3,200
Visual identity and guidelines	1	A$6,800	A$6,800
Website design, 12 templates	1	A$9,600	A$9,600
Build and content migration	1	A$6,100	A$6,100
Launch care, per month	3	A$900	A$2,700
Total			A$28,400

How it is paid

Deposit on acceptance30%A$8,520
Design sign-off40%A$11,360
Launch30%A$8,520

Questions? Reply to Marnie, Fernhollow Creative.

Accept it as the client would. The lead moves to Won. Sample data.

Discoveries

MUSE researches a prospect and drafts a Foundry Discovery for you to read and edit. Early

Start a Discovery

About US$5 a draft, capped

Prospect	Progress	Cost	Started
Tidewater Distillery	Ready to read	US$3.84	20 h ago
Northbank Cycles	Ready to read	US$4.12	6 days ago

Early: built and gated, tested against a stand-in for the model. A person reads every draft before a client sees it.

Start a Discovery and watch it move through research, writing and checks. Early. Sample data.

How it works

Know when it is openedThe first open alerts the owner, and every open is counted. Unopened proposals show up under Needs you.

Questions answered on the documentA Discovery carries its questions inline. The client replies on the page, and your team answers from the inbox.

Acceptance you can point toThe client types their name to accept, and the acceptance is recorded against the exact version they read.

Versions, not attachmentsEvery publish is a version with a summary of what changed. Compare any two, and roll back in one step.

What is built, and what is not yet

Built means it is in the product today

Feature	Status
Proposals with line items and payment milestones	Built
Opened counts and first-open alerts	Built
Foundry Discovery reports with client questions	Built
PIN-protected client documents	Built
Typed acceptance against an exact version	Built
Versions, comparison and rollback	Built
MUSE drafts a Discovery from researchTested against a stand-in for the model, not yet on a live account.	Early
E-signature	Planned

Questions

What does Proposals and Discovery do in Kervol?

In Kervol, a proposal is a live document under your agency's name, not a PDF. You see when it is opened and how often. A Foundry Discovery goes further: a researched report on the prospect's market, competitors and prices, with questions the client answers on the page.

What is a Foundry Discovery?

A researched report for a prospect, published behind a PIN: their market, competitors, prices, a SWOT and the questions you need answered before you quote. RagingMonk, Kervol's first tenant, issues them to its own leads.

Does MUSE write the Discovery?

MUSE can draft one from research, and a person reads and edits it before it is sent. This is Early: built and tested against a stand-in for the model, not yet run on a live account.

Is there e-signature?

Not yet. Acceptance is a typed name recorded against the version. E-signature is planned.

Proposals that read like you already know the business.