Sales Module Overview
The Sales module provides a comprehensive system for managing the complete client engagement lifecycle—from initial client onboarding through scoping questionnaires, pricing calculation, SOW generation, and client approval.
Core Capabilities
Section titled “Core Capabilities”Client Relationship Management
Section titled “Client Relationship Management”Maintain detailed client records with contact tracking, organizational details, and logo management. Track multiple points of contact (POCs) per client with roles and responsibilities.
Scoping Questionnaire System
Section titled “Scoping Questionnaire System”Dynamic questionnaires with conditional logic that adapt based on selected services and previous responses. Supports both internal completion by sales team and external completion by clients through the public portal.
Automated Pricing Engine
Section titled “Automated Pricing Engine”Rule-based pricing calculation with Level of Effort (LOE) estimation. Includes automatic overhead calculations, tool charges, rate tier assignments, and manual adjustment capabilities.
SOW/ROE Document Generation
Section titled “SOW/ROE Document Generation”Template-driven document generation with placeholder resolution, conditional content blocks, and versioning. Supports both Statement of Work (SOW) and Rules of Engagement (ROE) document types.
Public Client Portal
Section titled “Public Client Portal”Secure, token-based access for clients to complete questionnaires, review SOW documents, add comments, and provide acceptance or rejection with digital signatures.
Sales Pipeline
Section titled “Sales Pipeline”CRM-style Kanban board for opportunity tracking with drag-and-drop stage management, pipeline metrics, and win/loss tracking.
flowchart LR
A[Create Client] --> B[Scoping] --> C[Questionnaire] --> D[Pricing] --> E[Generate SOW] --> F[Send to Client]
F --> G{Decision}
G -->|Accept| H[Project]
G -->|Changes| E
G -->|Reject| I[Feedback]
Key Features
Section titled “Key Features”Token-Based Secure Access
Section titled “Token-Based Secure Access”Public portal access uses cryptographically secure tokens with configurable expiry periods. Viewing documents, submitting questionnaires, and accepting/rejecting SOWs require only a valid, unexpired token. Email-based authorization (against the portal_recipients list) is enforced specifically for adding and deleting comments on SOW documents.
Rule-Based Pricing
Section titled “Rule-Based Pricing”The pricing engine evaluates service-specific rules based on questionnaire responses to automatically calculate level of effort. Manual overrides and adjustments are available for fine-tuning.
Template-Driven Generation
Section titled “Template-Driven Generation”SOW documents are generated from customizable templates with placeholder resolution for client details, organization info, services, and pricing data.
Client Commenting and Approval
Section titled “Client Commenting and Approval”Clients can highlight specific sections, add comments, and provide formal acceptance or rejection with signature capture and timestamp recording.
Drag-and-Drop Pipeline
Section titled “Drag-and-Drop Pipeline”Visual Kanban board allows intuitive opportunity management with automatic status updates and pipeline metrics calculation.
Module Structure
Section titled “Module Structure”The Sales module is organized into four main areas:
- Clients - Client records and contact management
- Scoping Workbench - Complete scoping workflow
- Public Portal - Client-facing questionnaire and SOW access
- Pipeline - Opportunity tracking and CRM features
Document Types
Section titled “Document Types”Statement of Work (SOW)
Section titled “Statement of Work (SOW)”Full engagement proposal including scope, pricing, timeline, and terms. Used for standard client engagements.
Rules of Engagement (ROE)
Section titled “Rules of Engagement (ROE)”Focused document for penetration testing and security assessments. Contains scope definitions and testing rules without detailed pricing breakdown.
Integration Points
Section titled “Integration Points”The Sales module integrates with:
- Services - Service definitions drive questionnaire content and pricing rules
- SOW Templates - Customizable templates for document generation
- Organizations - Organization details populate SOW content
- Pricing Models - Service-specific pricing configurations