Proposal Engine

Contract Templates

A template is an ordered set of clauses plus a wrapper body. When a rep builds a proposal, the selected template is assembled into the contract — clauses are injected at the {{clauses}} marker and tokens are filled from the lead.

UGroup — Standard Services Agreement

UGroupDefault7 clauses
1. Payment Terms2. Scope Changes3. Cancellation4. Intellectual Property5. Confidentiality6. Limitation of Liability7. Governing Law

AltaPro — Services Agreement

AltaProDefault8 clauses
1. Payment Terms2. Scope Changes3. Site Access & Safety4. Cancellation5. Workmanship Warranty6. Intellectual Property7. Limitation of Liability8. Governing Law

Bespoke — Automation Agreement

BespokeDefault9 clauses
1. Payment Terms2. Scope Changes3. Automation Maintenance4. Cancellation5. Intellectual Property6. Data Handling7. Confidentiality8. Limitation of Liability9. Governing Law