Delivery and Kickoff: post-sign execution and change request control
Move from signed proposal to execution with clear handoff logic and controlled scope-change behavior.
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: post-sign execution and change request control. It explains what this surface controls, what good execution looks like, and which teams should keep it trustworthy over time.
- This workflow guide explains how QuoterAgent supports post-sign delivery alignment and change-order discipline.
- Strong post-sign control protects margin, keeps trust, and avoids silent scope expansion.
- 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 after acceptance and whenever scope change pressure appears during delivery.
- After establishing delivery control, align billing and admin operations to support repeatable governance.
- Review workspace/admin controls for ownership and auditability.
- Keep glossary terms shared across delivery and commercial teams.
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.
- Delivery behavior depends on how clearly the proposal documented scope boundaries and acceptance criteria.
- 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Most quality problems here come from drift: outdated setup, weak commercial boundaries, or teams skipping the review moment before customer-visible delivery.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
- Keeps delivery aligned with approved commercial terms.
- Improves communication quality in change conversations.
What this is
This workflow guide explains how QuoterAgent supports post-sign delivery alignment and change-order discipline.
- Signed proposal handoff into kickoff actions.
- Change-request handling tied to assumptions, exclusions, and deliverables.
When to use
Use this after acceptance and whenever scope change pressure appears during delivery.
- At kickoff preparation and execution planning.
- When client requests extend beyond agreed scope boundaries.
Why it matters
Strong post-sign control protects margin, keeps trust, and avoids silent scope expansion.
- Keeps delivery aligned with approved commercial terms.
- Improves communication quality in change conversations.
How it connects
Delivery behavior depends on how clearly the proposal documented scope boundaries and acceptance criteria.
- Inherits risk posture from proposal authoring and pricing.
- Links back to reference terms for disputes and governance.
Next steps
After establishing delivery control, align billing and admin operations to support repeatable governance.
- Review workspace/admin controls for ownership and auditability.
- Keep glossary terms shared across delivery and commercial teams.
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