Y6 — Proposal & SOW Template Library
Asset: Y6 | Workstream:
[GTM]| Ownership:[SO]| Owner: Sagar Status: drafted | Renders via: A3 (proposal generator) · Papered by: Y12 (MSA/SOW)Purpose: Per-package proposal templates + a findings-to-roadmap template that turns a G3 Discovery report into a priced engagement. These are the documents A3 (the HubSpot proposal Custom Code Action) renders from deal properties — so the
{{TOKEN}}set here is A3's input contract.
Files
| Template | When to use |
|---|---|
| baseline-proposal.template.md | The core engagement — "Cloud Secure" [B]. The DoD reference render. |
| advanced-proposal.template.md | "Certification-Ready" [A] — runs parallel to the auditor. |
| quickwin-proposal.template.md | Starter [QW] — 2–3 day quality-gates adoption. |
| findings-to-roadmap.template.md | Converts a G3 audit's findings into a prioritized, asset-linked, priced roadmap. Embeds into any proposal above. |
How a proposal gets built
- Discovery + findings review (Y5) → scope + qualification captured in HubSpot.
- The G3 audit report → findings-to-roadmap template (each finding already carries a
remediation_asset_id). - Pick the package template, fill tokens, embed the roadmap.
- A3 renders it to PDF from deal properties (or render manually pre-A3).
- Price from Y2 (⚠️ real numbers — Sagar).
- Paper with the Y12 MSA + SOW.
Token contract (A3 input — keep in sync with apps/crm-automations)
| Token | HubSpot deal/company property | Notes |
|---|---|---|
{{CLIENT}} |
company name | |
{{CLIENT_CONTACT}} |
primary contact | |
{{DATE}} |
proposal date | |
{{PACKAGE}} |
deal package | Quick-Win / Baseline / Advanced |
{{FRAMEWORK}} |
target framework(s) | SOC 2 / ISO 27001 / HIPAA / PCI |
{{DEADLINE}} |
audit/deal deadline | drives timeline |
{{ENVS}} |
# environments | price gate |
{{SUBS}} |
# subscriptions | price gate |
{{AKS}} |
AKS yes/no | price gate |
{{GREENFIELD}} |
greenfield/brownfield | price gate (brownfield = M3) |
{{PROJECT_FEE}} |
project fee | from Y2 |
{{RETAINER}} |
monthly retainer | from Y2 |
{{DISCOVERY_REPORT_URL}} |
discovery_report_url (G5) |
the audit that scoped this |
{{ROADMAP}} |
rendered findings-to-roadmap | from the G3 report |
Claim discipline
Every deliverable line must trace to a real claude.md §4 asset. Roadmap (not
yet shipped) assets are allowed in a proposal only when marked (delivered
during engagement) with the milestone — never implied as a pre-existing product.
Nidhi reviews the acceptance-criteria + compliance language on the Advanced
template before first send.