Service details in one offer.
Describe the proposed coverage, locations, and service arrangement. Keep the commercial scope clear for the prospect and the internal team reviewing it.
Security company proposal software
TURN THE RIGHT OFFER INTO THE NEXT CLIENT CONVERSATION.
Present your next security service offer with a clear scope and a price the prospect can review. Guardix helps you prepare proposals, organize pricing tables, reuse approved content, and track the response. Keep the opportunity connected from the first commercial discussion to contract preparation and client setup.
Proposals & Pricing
Give the prospect a proposal that moves the conversation forward.
An effective proposal answers the questions that matter: what service is included, where it will be delivered, what it costs, and what happens next. Guardix brings those details into an organized commercial workflow, so your team can focus on the offer instead of rebuilding routine documents.
Pricing tables built for comparison.
Organize the rates, quantities, service items, and approved adjustments your offer needs. Give reviewers a readable view of the pricing structure.
Reusable content with personal details.
Use approved templates and variables to personalize the proposal. Keep repeated business information consistent while tailoring the offer to the prospect.
Approval connected to the next step.
Track proposal review and approval activity. Keep follow-up responsibility with the opportunity, then prepare the separate service agreement when the offer is ready.
01 / 04
Service details in one offer.
Describe the proposed coverage, locations, and service arrangement. Keep the commercial scope clear for the prospect and the internal team reviewing it.
02 / 04
Pricing tables built for comparison.
Organize the rates, quantities, service items, and approved adjustments your offer needs. Give reviewers a readable view of the pricing structure.
03 / 04
Reusable content with personal details.
Use approved templates and variables to personalize the proposal. Keep repeated business information consistent while tailoring the offer to the prospect.
04 / 04
Approval connected to the next step.
Track proposal review and approval activity. Keep follow-up responsibility with the opportunity, then prepare the separate service agreement when the offer is ready.
ProposalRiverside Plaza
Two buildings, one lobby post
24/7 coverage, nightly patrols
Daily reports in the client portal
Prepared for {{client}}Riverside Plaza, starting {{date}}Nov 1.
AcceptedEssential$24.50/ h1 post
Standard$27.00/ h2 posts + patrols
Premium$31.00/ h24/7 + dispatch
Guardix AI
Give sales access to approved platform guidance.
Use Guardix AI guidance to find the instructions for preparing a proposal, working with templates, and moving an opportunity to its next stage. Your approved commercial content and pricing remain under your team's control. AI helps users navigate the process, while sales and management decide the scope, rates, and terms they are prepared to offer.
Example · a practical example
A prospect requests coverage at two properties. Sales prepares the service and pricing table, personalizes the approved proposal template, and records the follow-up. After the proposal is approved, the team prepares the service contract.
How it works
How it works
- 1
Define the offer.
Set the service scope and approved pricing.
- 2
Prepare the proposal.
Use your template, variables, and pricing table.
- 3
Move the opportunity forward.
Track approval, assign follow-up, and prepare the agreement.
FAQ
Frequently asked questions
Is a proposal the same as a signed contract?
The proposal workflow presents the offer and tracks its approval. Use Contracts & E-Signatures for the separate service agreement and signing process.
Can we reuse the same proposal structure?
Yes. Use your approved templates and variables to retain the structure while personalizing client, site, service, and pricing details.
Next step
Make the next offer easier to approve.
Bring proposal preparation, commercial review, and follow-up together with Guardix.
Related
Works well with
CRM & Follow-UpsKeep prospects, notes, proposals, and follow-up responsibilities connected from inquiry to approved service.Open page Contracts & E-SignaturesBuild approved agreements, send through multi-signer electronic signature workflows, and follow document progress.Open page Templates & VariablesReuse approved proposals, contracts, and correspondence while personalizing details with supported variables.Open page