📋 Master Deal Intake
All data entered here auto-populates the proposal and every sales, equipment, and service form.
✅ Auto-population active. Fields highlighted green flow directly into all downstream paperwork. One entry — every form covered.
Client Logo
Appears on proposal cover and all customer-facing docs
CMG
Coastal Medical Group
🖼
Click to upload client logo
PNG, JPG, SVG · Max 5 MB
Customer Type & Status
$
Company Information ● Auto-fills ALL forms
Contacts ● Auto-fills ALL forms
📋 Current Program — Enter the customer's existing program details. These fields populate the "Current Situation" compare band on the proposal and are never shown on sales paperwork.
Current Vendor & Contract
$
$
Current Contract Issues / Challenges
Current Print Volume & Rates
$
$
Estimated Current Monthly Cost
Competitive Intelligence
📍 Department / Location is required for every device. This field appears in the proposal equipment table, TFS Lease, S&M Agreement, Delivery Form, and Maintenance Worksheet. Use the Toshiba model selector to auto-fill speed and specs. Add as many devices as the deal requires.
1
✕ Remove
$
⚙ Configuration Options
$
2
✕ Remove
$
⚙ Configuration Options
$
3
✕ Remove
⚠️ Department / Location is required. This field is blank — it cannot be missing on the proposal, TFS Lease, S&M Agreement, or Delivery Form. Enter a location to clear this error.
$
⚙ Configuration Options
$
4
✕ Remove
🔄 Managed Existing Printer: This device is already on-site and owned by the customer. ClearView will manage it under the service agreement. It appears in the proposal's managed fleet section and the S&M Agreement — but NOT in the TFS Lease or Delivery Form.
Lease / Purchase Structure ● Auto-fills TFS & S&M
$
$
🔒 True Company Margin — Raw Toshiba Cost
$
$
Stream of Payments — Current Lease
$
Stream of Payments — Current Service
$
$
$
Service Plan ● Auto-fills S&M Agreement
$
$
$
Proposal & Deal Dates
⚠️ Manager approval required when: GP margin < 30%, buyout / lease payoff included, or stream of payments.
⭐ Features & Benefits — Select the FAB items to include on the proposal. Enter customer contacts so AI can personalize each row with real names and roles. Minimum 3 items required.
Customer Contacts for AI Personalization
Named in the "Who Benefits" column — pre-filled from deal record
Standard FAB Library
Check items to include on the FAB table — use ★ Highlight to also feature them above
0 of 9 selected
AI Personalization
After selecting FAB items and entering contacts above, click to have AI rewrite the "Who Benefits" and "Process Impact" columns using the real customer names and roles.
Custom Benefits
Added after standard items on the proposal
📄 Check the sections to include. Select case studies and references that match this customer's industry and situation. All selections flow into the generated proposal.
Proposal Sections
Executive Summary
AI-written, tailored to this customer
About ClearView
Company overview, local presence
Service & Support
Response commitment, service model
Proposed Solution
Equipment + service overview
Equipment Detail
Full spec table by dept/location
Managed Fleet
Existing printers under ClearView mgmt
Financial Summary
Monthly totals, one-time costs, savings
Industry Case Studies
Select healthcare accounts below
Customer References
Select reference accounts below
Good / Better / Best
Three-tier equipment comparison
ROI / Cost Comparison
Current vs. proposed cost analysis
Community Support
ClearView local involvement
Next Steps
Clear call to action
Show savings vs. current vendor ($433/mo)
Include competitive differentiator language
Include proposal expiration notice
🎤 Tap the mic button next to any field to dictate your notes hands-free. Speech-to-text appends to existing text.
Customer Situation
Used to write AI proposal language — not on any form
Decision Process
Internal Notes 🔒 Never on any customer doc
Ready to Generate
Fix Device 3 location to clear remaining error, then generate and review all documents.
📓 Sales & Maintenance Agreement
Auto-populated from Master Intake · Green = auto-filled · Red = requires manual input
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Equipment
| Dept / Location | Make / Model | Qty | Serial # | Config |
|---|---|---|---|---|
| Administration / Main Office | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Inner Finisher, Fax, Hole Punch |
| Reception / Patient Check-In | Toshiba e-STUDIO 2525AC | 1 | Enter at delivery | Standard 2-Drawer |
| ⚠ Location Required | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Fax, Standard Trays |
Service Plan
Service Plan
ClearView Total Care — Color+
Included BW Pages
5,000 / mo
Included Color Pages
1,500 / mo
Monthly Service Amount
$375.00
BW Overage Rate
$0.0085 / page
Color Overage Rate
$0.075 / page
Supplies Included
Yes
Parts & Labor Included
Yes
Financial
Monthly Lease Payment
$807.00
Monthly Service Payment
$375.00
Total Monthly
$1,182.00
Term
60 Months
Delivery / Setup Fee
$495.00
Rebate Credit
$1,500.00
Lease Buyout
$2,200.00
Managed Existing Equipment (under ClearView service)
| Location | Make / Model | Serial # | Coverage | Mgmt Fee |
|---|---|---|---|---|
| Nurse Station — 2nd Floor | HP LaserJet Pro M404dn | VNB3G17421 | Supplies + Parts + Labor | $45 / mo |
Signatures
Customer Authorized Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
🏦 TFS Lease Agreement
Toshiba Financial Services · Auto-populated from Master Intake
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Industry
Medical
Federal Tax ID (EIN)
Enter EIN
Years in Business
Enter years
Equipment
| Dept / Location | Make / Model | Qty | Serial # | Config |
|---|---|---|---|---|
| Administration / Main Office | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Inner Finisher, Fax, Hole Punch |
| Reception / Patient Check-In | Toshiba e-STUDIO 2525AC | 1 | Enter at delivery | Standard 2-Drawer |
| ⚠ Location Required | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Fax, Standard Trays |
Total Equipment Cost
$38,400.00
Lease Type
FMV
Term (Months)
60
Monthly Payment
$807.00
First Payment Date
Enter date
Advance Payments
TFS to specify
Security Deposit
TFS to specify
TFS Lease Number
Assigned by TFS
Dealer Name
ClearView Business Solutions
Dealer Rep
Matt Lane
Signatures
Customer Authorized Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
📦 Equipment Delivery & Installation Form
Auto-populated from Master Intake · Complete serial numbers and meters at delivery
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Equipment
| Dept / Location | Make / Model | Qty | Serial # (enter at delivery) | Meter at Install |
|---|---|---|---|---|
| Administration / Main Office | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Inner Finisher, Fax, Hole Punch |
| Reception / Patient Check-In | Toshiba e-STUDIO 2525AC | 1 | Enter at delivery | Standard 2-Drawer |
| ⚠ Location Required | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Fax, Standard Trays |
Delivery Details
Scheduled Delivery Date
Enter date
Delivery Technician
Assign tech
Work Order #
System generated
Delivery Fee Collected
$495.00
Training Completed
Yes / No
Network Connected
Yes / No
Signatures
Customer Signature — Equipment Received & Accepted
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
💻 Equipment Demo Form
Auto-populated from Master Intake · Used when placing a demo unit at a customer location
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Demo Equipment
Demo Unit Make
Enter make
Demo Unit Model
Enter model
Demo Unit Serial #
Enter serial
Demo Location / Dept
Where placed at customer site
Demo Start Date
Enter date
Expected Return Date
Enter date
Demo Purpose / Notes
Why demo is placed
Meter at Placement
Enter meter reading
Delivery Technician
Assign tech
Related Proposed Equipment (from this deal)
Equipment
| Dept / Location | Make / Model | Qty | Serial # | Config |
|---|---|---|---|---|
| Administration / Main Office | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Inner Finisher, Fax, Hole Punch |
| Reception / Patient Check-In | Toshiba e-STUDIO 2525AC | 1 | Enter at delivery | Standard 2-Drawer |
| ⚠ Location Required | Toshiba e-STUDIO 4525AC | 1 | Enter at delivery | Fax, Standard Trays |
Demo Terms
Customer agrees that demo equipment remains the property of ClearView Business Solutions. Customer is responsible for demo unit in their care. Unit must be returned in working condition. ClearView is not responsible for any output produced on the demo unit.
Signatures
Customer Demo Agreement Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
🔄 Equipment Loaner Form
Auto-populated from Master Intake · Used when placing a temporary loaner while primary unit is serviced
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Loaner Equipment
Loaner Unit Make
Enter make
Loaner Unit Model
Enter model
Loaner Unit Serial #
Enter serial
Placed At Location / Dept
Enter location
Loaner Start Date
Enter date
Expected Return Date
Enter date
Reason for Loaner
e.g. Primary unit in for service
Primary Unit Serial # (unit being serviced)
Enter serial
Meter at Placement
Enter reading
Meter at Return
Enter at pickup
Technician Assigned
Assign tech
Signatures
Customer Loaner Agreement Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
🚙 Equipment Move Form
Auto-populated from Master Intake · Used when relocating equipment within a customer site
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Equipment Being Moved
Make / Model
Enter or select from deal equipment
Serial Number
Enter serial
Meter at Move
Enter reading
Current Location (Moving FROM)
Enter current dept / location
New Location (Moving TO)
Enter new dept / location
Reason for Move
e.g. Office reorganization, new department
Move Date
Enter date
Technician
Assign tech
Network Re-connection Required
Yes / No
Move Charge (if applicable)
$0 or enter amount
Signatures
Customer Move Authorization Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
🚗 Equipment Pick Up Form
Auto-populated from Master Intake · Used when removing equipment from a customer site
Auto-filled from intake
Required — complete manually
Manual field
Customer Information
Customer Display Name
Coastal Medical Group
Customer Legal Name
Coastal Medical Group, LLC
Billing Address
4821 Bay Shore Blvd, Tampa, FL 33611
Installation / Service Address
4821 Bay Shore Blvd, Tampa, FL 33611
On-Site Contact
Maria Colon
On-Site Phone
(813) 555-0199
AP / Billing Contact
Maria Colon
Equipment Being Picked Up
Make / Model
Enter or select from deal equipment
Serial Number
Enter serial
Meter at Pickup
Enter reading
Pickup Location / Dept
Where to collect unit
Pickup Date
Enter date
Pickup Technician
Assign tech
Reason for Pickup
e.g. End of lease, upgrade, demo return, service return
Equipment Condition
Note any damage
Return Destination
e.g. ClearView warehouse, TFS return, customer retain
Hard Drive Wipe Required
Yes / No
Data Wipe Completed By
Enter name / date if completed
Signatures
Customer Release / Pickup Authorization Signature
Sign here
Print Name & Title
Dr. Sandra Reyes — Medical Director
Date Signed
Enter date
ClearView Representative
Matt Lane
ClearView Signature
Sign here
Date
Enter date
🔧 Maintenance Worksheet
Auto-populated from Master Intake · Pricing & investment worksheet for the deal
Auto-filled from intake
Required — complete manually
Manual field
Deal Header
Customer Name
Coastal Medical Group
Rep Name
Matt Lane
Branch
Tampa
Term & Purchase Option
Term (months)
Purchase Option
Payment Breakdown
| Equipment Investment | — | (A) |
| System BW Investment | — | (B) |
| System Color Investment | — | (C) |
| Riso / Other Maintenance Investment | Enter amount | (D) |
| Printer BW Investment | — | (E) |
| Printer Color Base | — | (F) |
| Total MA Investment | — | B+C+D+E+F |
| Total Monthly Investment | — | A+B+C+D+E+F |
Base, Volume & Overage
| BASE Included | Volume Included | Rate | Ovg Billing Mo/Qtr |
|---|---|---|---|
| System BW Base— | BW MFP— | BW MFP— | — |
| System Color Base— | Color MFP— | Color MFP— | — |
| Riso / Other BaseN/A | |||
| Printer BW Base500 | BW Print500 | BW Print$0.0110 | Mo / Qtr |
| Printer Color BaseN/A | Color PrintN/A | Color PrintN/A |
🔵 Maintenance & Stream Worksheet
Auto-populated from Master Intake · Used when deal includes a stream of payments (buyout)
Auto-filled from intake
Required — complete manually
Manual field
Deal Header
Customer
Coastal Medical Group
Rep. Name
Matt Lane
Branch
Tampa
Term (months)
Special Instructions (Purchase Option)
Payment Breakdown
| Equipment Investment | $3,250.00 | A |
| System BW Investment | $185.00 | B |
| System Color Investment | $210.00 | C |
| Other Maintenance Investment | Enter amount | D |
| Printer BW Investment | $95.00 | E |
| Printer Color Base | $0.00 | F |
| Total MA Investment | $490.00 | B+C+D+E+F |
| Total Equipment Investment | $3,740.00 | A+B+C+D+E+F |
Stream of Payments Calculation
| Item | Monthly Rate $ | Stream Total $ | |
|---|---|---|---|
|
Base Lease Payments (including sales tax) # of Remaining Payments: |
Enter $ | $0.00 | A |
|
Base Service Payments # of Remaining Payments: |
Enter $ | $0.00 | B |
| Annual Property Tax | Enter $ | C | |
| Freight (Is freight included? If yes, how much?) | Enter $ | D | |
| Cushion | Enter $ | E | |
| Total Stream of Payments | $0.00 | A+B+C+D+E | |
⭐ Quality Commitment
ClearView service commitment — auto-populated and configurable per deal
Configure This Commitment
Guaranteed 4-hour average response time
Committed local response standard
Dedicated account manager
Named point of contact
Proactive supply fulfillment
Toner shipped before you run out
Annual account review
Formal usage and cost review
Include proposal expiration language
ClearView Quality Commitment
Prepared for: —
ClearView Business Solutions commits to the following standards of service and support for — throughout the term of your — agreement:
- Service Response: Guaranteed 4-hour average response time for all service calls
- Dedicated Account Manager: Matt Lane — your named point of contact
- Proactive Supply Fulfillment: Toner shipped before depletion
- Annual Account Review: Formal review of usage, costs, and service performance
- Local Team: Tampa-based technicians — no out-of-market delays
📄 Proposal Preview
Live preview · Populated from intake data · Print-ready
✏ Proposal Editor
Edit, regenerate, or reorder sections before exporting
Executive Summary
About ClearView
Service & Support
📁 Document Hub
All 12 forms for this deal · Green border = auto-populated · Click to review or complete
✅ Auto-population complete. Customer name, legal name, address, contacts, equipment, service plan, and deal terms have been pre-filled into all applicable forms from the Master Intake. Complete the remaining required fields (serials, signatures, dates) before submission.
Sales & Lease Paperwork
Sales Proposal
● Ready to export
Sales & Maint. Agreement
● Needs signatures
TFS Lease Agreement
● Needs EIN + signatures
TFS Credit Application
● Required — not started
Quality Commitment
● Configured & ready
Equipment Forms
Equipment Delivery Form
● Complete at delivery
Equipment Loaner Form
● Customer pre-filled
Equipment Move Form
● Customer pre-filled
Equipment Pick Up Form
● Customer pre-filled
Service Forms
Maintenance Worksheet
● Customer + equip pre-filled
Maintenance & Stream Worksheet
● Customer pre-filled
⚠️ 2 items require attention: Device 3 missing Department/Location (blocks all forms). TFS Credit Application not started.
🔍 Deal Review Report
Automated quality check · Run before submission
74
/100
Needs Attention
2 errors · 2 warnings · 15 checks passed
❌ Errors
⏳
Click 🔍 Run Review to check this deal
⚠️ Warnings
⏳
Click 🔍 Run Review to check this deal
✅ Passed
⏳
Click 🔍 Run Review to check this deal
👔 Manager Review
Submit for approval · Review deal brief · Approve or request changes
⚠️ Manager approval required before submission. Triggers: margin < 30%, buyout included, or stream of payments.
AI Deal Brief
Customer: Coastal Medical Group, LLC — Medical, Tampa FL
Deal Type: Competitive replacement (Xerox) — 3 Toshiba MFDs + 1 managed HP printer, 60-month FMV lease
Monthly Program: $1,227/mo ($807 lease + $375 service + $45 managed)
Lease Funding: $38,400 · Rate: 0.02102 · Board Credit: $36,200 · Cost (incl. delivery): $27,200 · GP: $11,200 (29.2%)
Rebate: $1,500 Toshiba Q2 · Buyout: $2,200 Xerox payoff
Situation: Incumbent Xerox lease ends Nov 2025. Customer unhappy with service response (3–4 days avg). ClearView is the only vendor in conversation. Decision maker Dr. Reyes has verbal interest.
Risk flags: Device 3 missing location (must fix). Margin 29.2%. Rebate and buyout require documentation.
Deal Type: Competitive replacement (Xerox) — 3 Toshiba MFDs + 1 managed HP printer, 60-month FMV lease
Monthly Program: $1,227/mo ($807 lease + $375 service + $45 managed)
Lease Funding: $38,400 · Rate: 0.02102 · Board Credit: $36,200 · Cost (incl. delivery): $27,200 · GP: $11,200 (29.2%)
Rebate: $1,500 Toshiba Q2 · Buyout: $2,200 Xerox payoff
Situation: Incumbent Xerox lease ends Nov 2025. Customer unhappy with service response (3–4 days avg). ClearView is the only vendor in conversation. Decision maker Dr. Reyes has verbal interest.
Risk flags: Device 3 missing location (must fix). Margin 29.2%. Rebate and buyout require documentation.
Manager Action
Deal Snapshot
| Customer | Coastal Medical Group |
| Deal Stage | Proposal Sent |
| Lease Funding Amount | $38,400.00 |
| Lease Rate | 0.02102 |
| Buyout / Stream of Pmts | $2,200.00 ⚠ |
| Cash to Customer | $0.00 |
| Board Credit | $36,200.00 |
| Equipment Cost (incl. delivery & install) | $27,200.00 |
| Gross Profit | $11,200.00 |
| Margin | 29.2% ⚠ |
| Monthly Lease | $807/mo |
| Monthly Service | $375/mo |
| Managed Printer Mgmt | $45/mo |
| Total Monthly | $1,227/mo |
| Rebate | $1,500 |
📊 Sales Pack Dashboard
All active deals · Click to open
Active Deals
8
In progress
Ready to Submit
3
Approved & complete
Needs Attention
3
Errors or warnings
Pending Manager
2
Awaiting approval
Active Sales Packs
| Customer | Rep | Equipment | Monthly | Stage | Score | |
|---|---|---|---|---|---|---|
| Coastal Medical Group Medical · Tampa, FL |
Matt Lane | 3 Toshiba MFDs + 1 Managed | $1,227/mo | In Progress | 74/100 | |
| Suncoast Pediatrics Medical · St. Pete, FL |
Matt Lane | 1 Toshiba MFD | $425/mo | Ready | 95/100 | |
| Bay Area Law Group Legal · Tampa, FL |
Matt Lane | 2 MFDs + 4 Desktop Printers | $890/mo | Draft | 42/100 | |
| Hillsborough County Schools Education · Tampa, FL |
Matt Lane | 12 MFDs across 3 buildings | $3,840/mo | Approved | 98/100 | |
| Tampa Logistics Co. Logistics · Tampa, FL |
Matt Lane | 5 MFDs + Manages 8 Existing Printers | $1,960/mo | In Progress | 68/100 |
Saved Proposals
| Customer | Proposal # | Date Saved | Monthly | Status |
|---|