01 / Evidence fileProject · validity ends soon
Sample proposal A
ValidityEnds in three days
Example: expiring proposals sit at the top in Peak CRM.
How long is the proposal still valid?
Peak CRM · Proposal follow-upsSample data · No real proposals
Not every proposal the same.The urgent one first.
Open proposals easily vanish in the inbox. Compare two sample proposals with the same questions and see which one needs a call today.
What decides it for you?
How long is the proposal still valid?
Open proposals
A proposal without follow-up is a hope.
Two open proposals. The same questions. One clear next contact.
01 / Your first perspectiveSample proposal AProject · validity ends soon
02 / Your second perspectiveSample proposal BFramework deal · just sent
01 / The basis for deciding
Two proposals. The same questions.
Pick a focus. Each row asks both sample proposals the same question. All values are made-up examples.
4 dimensions · Same standard for both options
02 / Evidence fileFramework deal · just sent
Sample proposal B
ValidityThree more weeks
Example: enough time, no pressure needed.
How long is the proposal still valid?
| The criterion | Sample proposal A | Sample proposal B |
|---|---|---|
| ValidityHow long is the proposal still valid? | Sample proposal AEnds in three days Example: expiring proposals sit at the top in Peak CRM. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample proposal BThree more weeks Example: enough time, no pressure needed. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| Last contactWhen did you last hear anything? | Sample proposal ATwelve days ago Example: no reply since it was sent. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample proposal BTwo days ago Example: a question about scope was answered. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| Open questionWhat stands in the way of a decision? | Sample proposal AUnknown Example: no objection known. That is exactly the question for the follow-up. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample proposal BTiming Example: the customer is waiting for internal approval. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
| Next stepWhat is the most helpful next action? | Sample proposal ACall today Example: briefly ask whether anything is missing before validity ends. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page | Sample proposal BMeeting in a week Example: follow up after the internal approval. Demo exampleFictional sample data. No real customers, no real numbers, nothing is saved or sent. Sample data on this page |
Transparency is part of the comparison.
Source code is evidence of implementation. It does not replace a current live test.
Our standard
Following up is service.With a reason and at the right time.
A good follow-up helps the customer decide. For that you need validity, last contact and the open question at a glance.
Process over gut feeling
Validity, last contact, next step.
What expires and what has been quiet for long sits at the top.
- 01
Same questions
Every open proposal is looked at with the same questions, not by size alone.
- 02
Expiry visible
Expiring and expired proposals come first, not somewhere in a list.
- 03
No mass sending
Peak CRM doesn't send reminders to many customers at once. You follow up personally.
02 / From feature to moment
Check your open proposals.
Pick a check and run it with your two oldest open proposals.
Where do you want to start?
Take your two oldest open proposals and ask both the same questions.
Your checkFor both options
The same task
The expiry date
Note for both until when the proposal is valid.
What you check
You know which proposal needs a contact first.
Backed by code
Features marked “built” in the Peak CRM requirement register. A register doesn't replace your own test in your workspace.
Source checked:
Peak-Admin/peak-one@191601e · docs/prd/peak-crm-prd.md (requirement register)Task selected. No test run.
See the steps03 / Before the next step
Proposals in Peak CRM.
Create proposals from an opportunity, see expiring proposals first and record what the customer said.
- 01Capture open proposals
- 02Check validity and contact person
- 03Plan the next contact
Switching is a separate decision. Prepare it and keep the open evidence in view.
From proposal to order
Follow up with a reason, not with pressure.
A helpful question instead of “Have you decided yet?”.
The next sensible step
No proposal expires quietly anymore.
Start Peak CRM and see at a glance which proposal needs a call today.
Start Peak CRMThe sample proposals are made up. Proposal overview per the Peak CRM register; sending by e-mail with online acceptance is still open there.
The next contact
No proposal expires quietly.
Peak CRM shows which proposal expires soon and where the next step is missing.
Frequently asked questions
Does Peak CRM flag expiring quotes?
Yes, the quotes overview shows quotes close to expiry, and the follow-up appears as a task.
Does Peak CRM send the follow-up e-mail itself?
No. You decide and write it yourself. Sending quotes with online acceptance is still open.
Are the quotes on the page real?
No, they are labelled examples.