Yealmpton Accountants - Proposal
Documentfinal Yealmpton Accountants · proposal · final · 5 Aug 2024
A proposal dated 5 Aug 2024 recommending the Starter tier for one team. It states an annual subscription of £20k and a total deal amount of £26k, which it says is not an annual price. It is subject to the order form.
What it says
What this says
As at Fri 9 Oct 2026A proposal dated 5 Aug 2024 recommending the Starter tier for one team. It states an annual subscription of £20k and a total deal amount of £26k, which it says is not an annual price. It is subject to the order form.
What it is: a sales proposal from Priya Raman, Account Executive, with Daniel Okafor named as customer success manager. It recommends "Starter, for one team" and is stored as final, but it is a proposal, not executed paper.
Commits: nothing binding. The text says "This proposal is subject to the order form under the master services agreement between the parties." The quoted prices are the Starter subscription at £20k and a total deal amount of £26k.
Unusual: the total is explicitly "the value of the whole deal. It is not an annual price." The text does not break down the difference between the two figures, so it should not be read as ARR.
Not settled: service levels are only "the standard Starter service level applies, as set out in the order form", so no availability or response figure is stated. No signatory, start date, connector dates or renewal date appear, and the proposal does not show whether an order form was signed.
As found in this document
As at Fri 9 Oct 2026- Price£19,500Source: the AI read of this record
- Annual subscription, Starter tier£19,500Source: the AI read of this record
- Total deal amount£25,500Source: the AI read of this record
- Service levelsThe standard Starter service level applies, as set out in the order form.Source: the AI read of this record
The document
Body
Yealmpton Accountants Proposal
Prepared for: Yealmpton Accountants, Plymouth
Prepared by: Priya Raman, Account Executive
Customer success manager: Daniel Okafor
Date: Monday 5 August 2024
Version: 1
1. Context
Yealmpton Accountants advises farms, marine businesses and family companies across Devon and Cornwall. Client managers need each client's queries, deadlines and fees in one place. B-Viz brings those together so your team can ask one question and get an answer across all of them.
2. Recommended tier
Starter, for one team. It includes the Starter user allowance, the Starter connector allowance, pages, chat and search, and a six-monthly check-in.
3. Pricing
| Item | Amount |
|---|---|
| Annual subscription, Starter tier | £20k |
| Total deal amount | £26k |
The total deal amount is the value of the whole deal. It is not an annual price.
4. Service levels
The standard Starter service level applies, as set out in the order form.
5. Next steps
- Confirm which systems the practice wants connected first.
- Agree a start date for implementation.
- Sign the order form under the master services agreement.
Read the whole document (1,344 characters)
To keep momentum, I would like to agree the start date with you soon.
This proposal is subject to the order form under the master services agreement between the parties.
Unusual terms
As at Fri 9 Oct 2026- Total deal amount stated is not an annual price