Rufforth Bakeries - Proposal v1
Documentdraft Rufforth Bakeries · proposal · draft · 18 Nov 2025
Unissued draft proposal from Lewis Kerr, dated 18 Nov 2025, for the Growth tier. It shows an annual subscription of £48k and a total deal value of £60k, with scope, pricing and discount all still open.
What it says
What this says
As at Fri 9 Oct 2026Unissued draft proposal from Lewis Kerr, dated 18 Nov 2025, for the Growth tier. It shows an annual subscription of £48k and a total deal value of £60k, with scope, pricing and discount all still open.
What it is: a draft proposal marked "Draft. Not yet issued to the customer." Lewis Kerr, Account Executive, prepared it for Rufforth Bakeries in York. It is an open item, not a contract.
Commits: nothing. The figures are "Annual subscription (annual contract value) | £48k" and "Total deal value | £60k". The text says the total "is the full value of the deal, not an annual figure".
Unusual: the £48k subscription is above the v1 Growth list of £44k and below the v2 list of £50k, and the draft does not say why. It also leaves the first-term discount unconfirmed.
Not settled: "Scope to be confirmed after the demo", "Pricing to be confirmed before issue", VAT treatment and any discount. It does not say what makes up the £12k gap between the two figures. It names Elena Novak as customer success manager after signature, but shows no signature or executed order form.
As found in this document
As at Fri 9 Oct 2026- Price£47,500Source: the AI read of this record
- Annual subscription (annual contract value)£47,500Source: the AI read of this record
- Total deal value£59,500Source: the AI read of this record
The document
Body
Rufforth Bakeries Proposal
Status: Draft. Not yet issued to the customer.
Prepared by Lewis Kerr, Account Executive, on 18 Nov 2025, for Rufforth Bakeries in York.
Context
Rufforth Bakeries makes morning goods and celebration cakes for supermarkets and coffee chains. Customer service and key accounts want to see each retailer's orders, complaints and credit together in one place.
Proposed scope
- Growth tier, for several teams
- Dashboards builder included
- Quarterly business reviews with the customer success manager
- Customer service and key accounts as the first teams in scope
The final scope will be confirmed after the demo on Rufforth's own data.
Pricing
| Item | Amount |
|---|---|
| Annual subscription (annual contract value) | £48k |
| Total deal value | £60k |
The total deal value is the full value of the deal, not an annual figure. The annual subscription is the figure to compare with the annual price.
Open points
- Scope to be confirmed after the demo.
- Pricing to be confirmed before issue.
- VAT treatment to be shown on the order form.
- Any first-term discount to be confirmed.
Next steps
Read the whole document (1,303 characters)
Lewis will send the confirmed proposal once the open points are closed. Elena Novak will take over as customer success manager after signature.
Unusual terms
As at Fri 9 Oct 2026- Annual price between v1 and v2 Growth list, unexplained
- First-term discount unconfirmed
- Total deal value stated separately from annual price