Delivery and Kickoff: proposal handoff, payment context, and change control
Understand the post-acceptance handoff flow from client review through delivery kickoff, payment-adjacent steps, and change-request control.
Cross-step flow page connecting actions, signals, and handoffs.
In this guide
Ownership and review discipline
Change signals to watch
- package schema changes
- pricing generation logic updates
- commercial review policy updates
- send modal behavior changes
- buyer signing flow updates
- deal room experience changes
- execution next action changes
- kickoff and handoff logic changes
- change request workflow updates
Operator guidance
What this means in QuoterAgent
Use this guide as the operating reference for Delivery and Kickoff: proposal handoff, payment context, and change control. It explains what this surface controls, what good execution looks like, and which teams should keep it trustworthy over time.
- After a client accepts a proposal, QuoterAgent helps keep delivery kickoff, commercial handoff, and change-request steps aligned. Payment handoff may be available when setup is configured. This guide keeps the sequence clear without treating setup, payment, or delivery completion as automatic.
- Accepted proposals should not drift after the client has reviewed them. QuoterAgent helps teams preserve the sent version, keep payment context visible, and handle change requests separately from the original proposal.
- Primary owners currently covering this area: Product, Support.
What to do
Treat this as a working checklist, not background reading. Use it before you change settings, publish external material, or hand work to another operator.
- Use this guide after a client accepts a proposal and the team needs a clean handoff into delivery. Keep payment-adjacent steps, responsibilities, and change requests visible before work begins.
- Before sending a proposal that may need payment handoff, confirm the workspace has the right commercial setup. If payment handoff is unavailable, use the accepted proposal as the client-reviewed source and complete payment steps outside QuoterAgent until setup is enabled.
- Confirm payment handoff is enabled before relying on it in a client process.
- Keep accepted scope, pricing, and next steps aligned before kickoff.
Where it shows up in the workflow
This guide matters most when work moves between setup, authoring, buyer delivery, and post-sign execution. Use the linked guides to follow the full path instead of solving one surface in isolation.
- The handoff flow depends on the accepted proposal, pricing structure, client responsibilities, and any payment setup that has been configured. QuoterAgent can support a payment-adjacent handoff after proposal acceptance when payment setup is enabled.
- Review the related guide "Sending and Signing: buyer-facing flow and acceptance confidence" when this step depends on another surface.
- Review the related guide "Packages and Pricing: commercial structure and proposal clarity" when this step depends on another surface.
Common failure modes and risks
Most quality problems here come from drift: outdated setup, weak commercial boundaries, or teams skipping the review moment before customer-visible delivery. Use these signals to catch issues before they reach the buyer.
- package schema changes
- pricing generation logic updates
- commercial review policy updates
- Clients should see the accepted version, not a moving draft.
- Payment handoff depends on the workspace and proposal setup that is actually enabled.
What this is
After a client accepts a proposal, QuoterAgent helps keep delivery kickoff, commercial handoff, and change-request steps aligned. Payment handoff may be available when setup is configured. This guide keeps the sequence clear without treating setup, payment, or delivery completion as automatic.
- Step 1 - Review the accepted scope, assumptions, pricing, and next steps before kickoff.
- Step 2 - Confirm whether payment handoff is enabled for the workspace and proposal flow.
- Step 3 - Share the payment or next-step handoff only when the commercial setup is ready.
- Step 4 - Keep client responsibilities, delivery dependencies, and kickoff timing visible.
- Step 5 - Track delivery handover and change requests without silently editing the accepted proposal.
- Step 6 - Use follow-up commercial steps only when they match the accepted agreement.
- Step 7 - Close the loop after delivery review, payment context, and change-request handling are aligned.
When to use
Use this guide after a client accepts a proposal and the team needs a clean handoff into delivery. Keep payment-adjacent steps, responsibilities, and change requests visible before work begins.
- When a client signs a proposal and you are ready to move to delivery.
- When payment or next-step handoff needs to be checked before kickoff.
- When a client requests scope changes after acceptance, use change-request discipline to keep commercial terms intact.
Why it matters
Accepted proposals should not drift after the client has reviewed them. QuoterAgent helps teams preserve the sent version, keep payment context visible, and handle change requests separately from the original proposal.
- Clients should see the accepted version, not a moving draft.
- Payment handoff depends on the workspace and proposal setup that is actually enabled.
- Scope changes after acceptance should be handled as formal change requests, not silent edits to the proposal.
How it connects
The handoff flow depends on the accepted proposal, pricing structure, client responsibilities, and any payment setup that has been configured. QuoterAgent can support a payment-adjacent handoff after proposal acceptance when payment setup is enabled.
- Accepted proposal -> delivery kickoff -> payment or next-step handoff when enabled.
- Proposal pricing -> sets the commercial context for any follow-up payment step.
- Delivery handover -> review and closeout discipline without rewriting the accepted proposal.
Next steps
Before sending a proposal that may need payment handoff, confirm the workspace has the right commercial setup. If payment handoff is unavailable, use the accepted proposal as the client-reviewed source and complete payment steps outside QuoterAgent until setup is enabled.
- Confirm payment handoff is enabled before relying on it in a client process.
- Keep accepted scope, pricing, and next steps aligned before kickoff.
- Review the Billing and Admin guide for plan-level controls that affect delivery and handoff access.
Related guides
Sending and Signing: buyer-facing flow and acceptance confidence
Control publish, sharing, and acceptance so buyer experience stays clear and lifecycle boundaries stay intact.
Open guide
Packages and Pricing: commercial structure and proposal clarity
Design pricing proposals that are understandable, defensible, and aligned with scope commitments.
Open guide
Reference and Glossary: canonical proposal and workflow terminology
Shared definitions for scope, pricing, lifecycle, and buyer-facing operations used across QuoterAgent.
Open guide