Proposal-to-Order Handover System

Outcome: Every accepted proposal becomes an executable order record whose commercial promise, delivery conditions, billing events and unresolved exceptions are understood and owned.

Who this is for: Sales, commercial operations, finance or delivery leader facing post-sale clarification, order-entry errors, margin surprises or delayed mobilisation.

Quote-to-cash and commercial operations

Buy as much help as the problem deserves.

Each depth is complete in itself: you can stop after any of them and still have your money's worth.

Depth 1

The answer

OctaFlow samples recent proposals and orders, maps the handover, identifies information loss and separates required commercial, delivery and finance evidence. The customer receives a handover contract, data and document standard, acceptance rules, responsibility map, exception route and implementation plan.

Finished when your team can carry out the plan without us.

$2,500
Depth 2

The working method

OctaFlow installs a proposal summary, order-creation checklist, scope and exclusion fields, pricing and approval references, customer and internal dependencies, delivery acceptance, billing triggers, exception queue, acknowledgement record and handover review.

Finished when your team runs it on real cases and it holds.

$7,500
Depth 3

The full system

OctaFlow connects proposal, e-signature or document, CRM, order, project and billing evidence. Accepted proposals create controlled handover cases, missing terms block or route exceptions, and approved commitments populate downstream records with lineage.

Finished when it works under real conditions we agreed in advance.

$35,000A 25% deposit commences the work. The remaining 75% is payable on completion.

A person reads every order before work starts. If it is the wrong fit, we say so and refund it. Prices are in USD and Octaflow adds no VAT or sales tax.

Proof and ownership

The answer passes when sales, delivery and finance agree the minimum executable record. The working method passes when representative accepted proposals become complete orders without undocumented clarification. The full system passes when a live acceptance generates the right record, flags a gap and propagates approved information correctly.

Commercial terms: Prices are in USD. OctaFlow adds no VAT, sales tax or other transaction tax. For any selected depth priced above $10,000, a 25% deposit is payable to commence and the remaining 75% is payable when the work is completed.

Standard exclusions: Travel, software licences, hosting, third-party data, external regulated opinions, major migration, custom applications and 24/7 support unless separately agreed.

Your business should get smarter every time it solves a problem. Even when we helped.

Five terms sit in every engagement, agreed before work starts. None of them can be traded out, at any depth, at any price.

training on your data never

Nothing you share with us teaches anyone else's system.

what we build for you yours

Files, rules, test cases and the record of what changed, in formats you can read.

model and provider swappable

Switch models, switch suppliers or step away from AI altogether. What we built still works.

decisions that matter your people

Automation does the carrying, never the choosing.

exit and handover day one

Handover, documentation and deletion of our access are agreed before we start.

For larger organisations
Work inside your perimeter or your cloud GDPR-aligned handling, agreed in writing Evidence an auditor can open Procurement-ready documentation Reference conversations on request

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