Reference and Glossary: canonical proposal and workflow terminology
Shared definitions for scope, pricing, lifecycle, and buyer-facing operations used across QuoterAgent.
Canonical definitions and semantics for long-term consistency.
In this guide
Ownership and review discipline
Change signals to watch
- proposal editor surface changes
- intake and scope pipeline behavior changes
- new proposal quality checks
- package schema changes
- pricing generation logic updates
- commercial review policy updates
- execution next action changes
- kickoff and handoff logic changes
- change request workflow updates
- plan architecture updates
- workspace permissions changes
- billing and subscription policy updates
Operator guidance
What this means in QuoterAgent
Use this guide as the operating reference for Reference and Glossary: canonical proposal and workflow terminology. It explains what this surface controls, what good execution looks like, and which teams should keep it trustworthy over time.
- This reference page defines the vocabulary needed to keep product, support, and customer communication aligned.
- A shared glossary reduces misalignment, speeds decisions, and improves multilingual consistency.
- 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 whenever teams interpret scope, pricing, or lifecycle language differently.
- Use these terms in feature PR descriptions and docs maintenance reviews.
- Map new features to glossary terms before release.
- Update glossary whenever lifecycle semantics change.
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.
- Every docs pillar references this glossary to keep language consistent across authoring, pricing, signing, and delivery.
- Review the related guide "Proposal Authoring: from intake to send readiness" 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Most quality problems here come from drift: outdated setup, weak commercial boundaries, or teams skipping the review moment before customer-visible delivery.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.
- proposal editor surface changes
- intake and scope pipeline behavior changes
- new proposal quality checks
- Lowers interpretation drift between teams and locales.
- Strengthens docs quality over long-term product change.
What this is
This reference page defines the vocabulary needed to keep product, support, and customer communication aligned.
- Terms used in proposal software workflows.
- Canonical semantics for lifecycle and commercial boundaries.
When to use
Use this whenever teams interpret scope, pricing, or lifecycle language differently.
- During onboarding and training of new operators.
- When writing or updating policy and customer guidance.
Why it matters
A shared glossary reduces misalignment, speeds decisions, and improves multilingual consistency.
- Lowers interpretation drift between teams and locales.
- Strengthens docs quality over long-term product change.
How it connects
Every docs pillar references this glossary to keep language consistent across authoring, pricing, signing, and delivery.
- Supports SEO consistency for core product concepts.
- Acts as a maintenance baseline for docs updates.
Next steps
Use these terms in feature PR descriptions and docs maintenance reviews.
- Map new features to glossary terms before release.
- Update glossary whenever lifecycle semantics change.
Related guides
Proposal Authoring: from intake to send readiness
Run a disciplined proposal workflow that aligns executive summary, scope of work, and pricing signals.
Open guide
Packages and Pricing: commercial structure and proposal clarity
Design pricing proposals that are understandable, defensible, and aligned with scope commitments.
Open guide
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.
Open guide