Order form for signature

Email thread

Jordan Pike sent Raymond Tsai the expansion order form with a deal amount of £4,011. Raymond replied that the figure is fine and that he will sign before 29 Sep 2026. The thread does not show the executed copy.

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What this says

As at Fri 9 Oct 2026

Jordan Pike sent Raymond Tsai the expansion order form with a deal amount of £4,011. Raymond replied that the figure is fine and that he will sign before 29 Sep 2026. The thread does not show the executed copy.

Ask: Jordan Pike asked what would make it a yes by 29 Sep 2026 and offered to turn round any change to the order form.

Customer view: Raymond Tsai, the CFO, accepted the £4,011 without pushback and asked for the invoice to go to the finance team once the form is executed.

Next: the thread does not say what the expansion covers, since the Growth subscription stays at 40 licensed users. Until the executed order form is seen, this is an open item.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2026-09-25

Last message2026-09-25

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Messages

Jordan Pike 25 Sep 2026 12:28
to Raymond Tsai
Hi Raymond, Thanks again for the time on the call. Here's where we are: the expansion order form for Pemaquid Analytics is ready for your signature. To be transparent about the numbers, the deal amount is £4,011 in total. Your Growth subscription continues to cover 40 licensed users, so nothing changes there. We are aiming to close on Tuesday 29 Sep 2026. What would make this a yes for you by then? If anything in the order form needs a change, tell me and I'll turn it around quickly. Thanks, Jordan
Raymond Tsai 25 Sep 2026 14:24
to Jordan Pike
Jordan, Thanks. The £4,011 is fine. I will sign before 29 Sep 2026. Please send the invoice to our finance team once it is executed. Raymond Tsai

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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B-Viz is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

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