V14.0
Quote Builder
Build and price client proposals
📝 Quote Notes / Overview Appears on proposal · per quote
Customer View
📊
HaaS Financing
UPFRONT DEPOSIT %
0%
Total Capital Scope£0.00
Client Pays Upfront£0.00
Amount Financed£0.00
Interest Rate (APR)8%
Total Amount Payable£0.00
New Monthly Lease Add-on
£0.00
💰
Quote Totals
Monthly Services
£0.00
Capital Costs
£0.00
Total Contract Value
£0.00
Term Margin (Actual)
£0.00
Product Inventory
Manage your catalogue of products and services
Package Modeler
Drag Sales Features into the canvas to build a package
📥
Drag & Drop features hereFinancial Modeler (Monthly)
Stack Cost
£0.00
Renewal Pipeline
Signed contracts approaching their renewal date — surface them before they churn
Contracts
Executed Managed Services Agreements — stored, locked and available for review
Quote Tracker
Track each quote through to an active service
Settings
Configure defaults, manage data, and customise your workspace
Initial margin a partner earns when adding a product. Their sell = your sell ÷ (1 − margin%). Partners can override per-line.
Support Package Term Discounts (%)
Document Content (Rich Text)
Product Types Manager
📝 Form Templates
Define structured forms for customers to complete after signing — e.g. technical onboarding info, device serial registers, site surveys. Attach them per-order from the History row.
User Account Management
| Username | Access Role | Action |
|---|
Quote Templates Builder
Build custom quoting views with restricted catalogs and custom math fields.
📦 Solution Kits
One-click pre-built bundles that pre-fill seats, products, template, and contract term. Ideal for common SME sales motions.
📋 DaaS Rate Bands
Define lease rates per £1000 of capital cost, by contract term. Products are tagged with a band (or get a per-product override) so each line in a Samsung DaaS quote uses the right rate.
🎨 Partner Co-Branding
Customise how your proposals look to end customers. Partners signed in with a non-internal account can override these to generate co-branded PDFs bearing their own branding.
If set, replaces the default Kuiper logo on all exports by this user/partner.
Used for proposal headings and accents.
Shown on the proposal cover page. Leave blank to use the default.
Appears in the footer of proposals in place of "Kuiper Technologies".
📎 Custom Document Types
Define your own document categories (e.g. Insurance Certificate, Data Processing Agreement, GDPR Addendum) to use when attaching documents to any order. These appear in the 📎 Docs uploader and can be ticked as required documents in any quote template's Order Workflow tab.
✍️ Kuiper Authorised Signatory (Managed Services Agreement)
A standing countersignature applied to every Managed Services Agreement so Kuiper's side is executed automatically. You can still override per-contract via "Countersign as Kuiper" on any order.
📄 Managed Services Agreement — Template
Edit the master agreement body used for every contract. Remove or change clauses and fields here. Keep
{{CUSTOMER}} where the customer's legal name should appear — the Order Form and the signature/EXECUTION block are generated automatically and are not part of this text, so the signing flow is unaffected by your edits.Insert quote fields — click, or drag into the document