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Design a quotation template in DocuPotion's editor, install the DocuPotion plugin from the Bubble marketplace, then create a PDF of the quotation in any Bubble workflow. Pass your Bubble data through merge fields and DocuPotion returns a finished PDF you can save, email, or download.

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Yes. Schedule an API workflow on a list of leads and Bubble will run the Create PDF from Template plugin action once per record. You can set this to run in a recurring event so it runs on a regular schedule.

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Once you've designed your reusable quote template in the DocuPotion editor, you'll need to pass through your data as JSON in the Create PDF from Template action. See this section of the docs for details.

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Sage & Saffron Catering

— A Proposal for —

The Marlow & Iyer Wedding Reception

Hosted byEleanor Marlow

OnSaturday, August 8, 2026

AtThe Greenhouse at Foreman Vineyards, Napa, CA

Quote Reference

S&S-2026-0807

Prepared By

Aanya Khurana · Head of Events

Valid Until

June 6, 2026

— I —

The Event

An evening reception for 112 guests in The Greenhouse at Foreman Vineyards, with a focus on Northern Italian seasonality and the late-summer harvest from Napa's small producers. We've designed a four-course plated dinner preceded by an hour of canapés on the lawn — the menu leans into wood-fired vegetables, hand-rolled pastas, and a single statement main, finished with a selection of the bride's grandmother's family-recipe desserts plated table-side.

Event

The Marlow & Iyer Wedding Reception

Date & Time

Saturday, August 8, 2026 · 5:30 PM cocktails · 7:00 PM dinner · 11:00 PM close

Venue

The Greenhouse at Foreman Vineyards, Napa, CA

Guest Count

112 guests

Style of Service

Plated four-course dinner with passed canapés on arrival

Dietary Considerations

8 vegetarian, 3 vegan, 2 gluten-free, 1 nut allergy — accommodated across all courses

— II —

The Menu

I.

Arrival Canapés

Stracciatella crostini

Wood-grilled sourdough, heirloom tomato, torn basil, finishing oil from Calistoga
Confit duck rillette

Single-bite shortbread, fig jam, candied orange peel
Smoked trout & crème fraîche tartlet

Buckwheat shell, dill oil, salmon roe
Charred padrón peppers

Maldon salt, lemon zest, served by passed plate

II.

First Course

Burrata with stone fruit

Late-summer peaches and plums, torn herbs, hazelnut crumb, aged balsamic

III.

Pasta Course

Hand-rolled corzetti

Brown butter, sage from the vineyard's herb garden, shaved Parmigiano, cracked pepper

IV.

Main Course

Wood-roasted lamb saddle

Anchovy-rosemary jus, charred treviso, white-bean purée, roasted shallot
Vegetarian alternative — saffron risotto

Carnaroli rice, vegetable stock, taleggio, crisped artichoke

V.

Dessert

Nani Marlow's tres leches

Plated table-side with vanilla cream and macerated berries — served in trios across guest tables
Coffee, tea & house-made amaretti

Service through the evening; espresso bar opens at 9:30 PM

Beverage Programme

A curated tasting selection paired by our sommelier — sparkling rosé on arrival from a small producer in Carneros, two whites and two reds for dinner service (one estate selection from Foreman, three from neighbouring producers within 10 miles), and a digestif cart at 9:00 PM. Full open bar throughout with a signature cocktail menu of three drinks in honour of the couple. Non-alcoholic programme includes house-made shrubs, mocktails, and a selection of zero-proof aperitifs.

— III —

Service & Investment

Line Item	Detail	Qty	Rate	Amount
Canapé service	Four passed canapés × 60-minute reception (~5 per guest)	112	$32.00	$3,584.00
Plated dinner — four courses	Tasting menu as scoped, including dietary alternatives	112	$165.00	$18,480.00
Beverage programme	Wine pairings, full open bar 5:30 PM – 11:00 PM, signature cocktails	112	$85.00	$9,520.00
Service team	Two captains, ten servers, four bartenders, three kitchen staff for 7-hour event	1	$5,400.00	$5,400.00
Rentals & tableware	Glassware, china, flatware, linens (oat-coloured), centrepieces	112	$28.00	$3,136.00
Coordination & menu development	Tasting session, dietary management, supplier coordination	1	$1,800.00	$1,800.00

Subtotal$41,920.00

Service charge (20%)$8,384.00

Tax (8.625%)$4,335.66

Total Investment$54,639.66

Optional Enhancements

Late-night taco cart (10:30 PM, 90 minutes) $1,650.00
Cheese course between pasta and main $1,120.00
Champagne tower for the toast (5 tiers) $850.00
Gelato cart on the lawn (cocktails) $780.00

— IV —

Terms & Acceptance

Terms & Conditions

A non-refundable retainer of 30% secures the date. Final guest count and dietary requirements are due 14 days before the event; counts may decrease by up to 10 guests after that date with no penalty, and increase up to the venue's capacity. Final payment is due 7 days before the event. Sage & Saffron Catering carries $2M general liability and $1M liquor liability insurance; certificates available on request.

A Note from Aanya Khurana

Eleanor — it was lovely meeting you and Anish last week, and we cannot wait to cook for your families on August 8. We've kept the menu close to what we discussed but added a couple of small touches we think you'll love (the table-side tres leches in particular felt like the right way to honour your nani's recipe). Ready to chat any time — I'll hold the date for two weeks.

Acceptance

By signing below, you confirm acceptance of this quotation and engage Sage & Saffron Catering to deliver the event as scoped.

Client

Eleanor Marlow

Date

Event & Catering Quotation

Northwave Engineering

Statement of Work · NW-2026-118

Customer Portal Rebuild & API Modernisation

Prepared for Aurora Logistics
Attn: Helena Strand

Issued

May 6, 2026

Valid Until

June 20, 2026

Prepared By

Theo Adeyemi

Total

$311,400.00

01 / 04

Project Summary

Aurora Logistics needs to retire its legacy Salesforce-embedded customer portal and replace it with a modern, headless web app powered by a refreshed REST + GraphQL gateway. The new portal will support real-time shipment tracking, self-serve user management, and integrations with Aurora's existing TMS and warehouse OMS. This Statement of Work covers discovery through to launch and 30 days of post-launch hypercare across one delivery team of five engineers and one designer.

Objectives

01

Replace legacy customer portal with a modern React + TypeScript web app on Aurora's preferred Vercel infrastructure.

02

Migrate authentication to Auth0 with SAML SSO for enterprise customers and email/password fallback.

03

Expose a stable, versioned API gateway (REST + GraphQL) consumable by both the new portal and Aurora's mobile partners.

04

Hit Lighthouse 95+ across performance, accessibility, and best-practices on the top three customer journeys.

Tech Stack & Approach

React 18 TypeScript Next.js 14 Apollo Server PostgreSQL 16 Redis Auth0 Vercel Datadog GitHub Actions

02 / 04

Phases & Deliverables

1

Discovery & Architecture

2 weeks

Stakeholder interviews, current-system audit, target architecture document, sprint plan, and a working clickable prototype of the highest-traffic flow.

Architecture decision record (ADR) set
API contract draft (OpenAPI + GraphQL SDL)
Figma prototype of tracking + billing flows
Risk register and assumption log

2

Foundations & Auth

3 weeks

Stand up the gateway, database schema, observability, CI/CD, and Auth0 integration with SAML SSO. Customer-side users can sign in and view their accounts.

Production-ready Next.js app shell
Versioned REST + GraphQL gateway
Auth0 SAML + email/password flows
Datadog dashboards and alerting

3

Core Build

6 weeks

Three two-week sprints implementing real-time shipment tracking, self-serve user management, billing history, and document downloads. Ongoing customer demos every Friday.

Shipment tracking with live status updates
Self-serve user/org management
Invoice & document downloads
Notifications (email + in-app)

4

QA, UAT & Hypercare

3 weeks

Full regression pass, security review, accessibility audit, performance pass, UAT with three pilot customers, then production cutover and 30 days of hypercare.

Full regression test suite
Security & a11y audit report
Production cutover runbook
30-day hypercare with on-call coverage

03 / 04

Investment

Line Item	Hours	Rate	Amount
Discovery & architecture Senior architect, lead designer, eng lead — 2 weeks	120	$165	$19,800.00
Foundations & authentication Two senior engineers + half-time designer	240	$150	$36,000.00
Core build sprints (×3) Five-engineer team + designer for 6 weeks	960	$150	$144,000.00
QA, UAT & hypercare QA lead full-time + part-time eng coverage	320	$135	$43,200.00
Project management & weekly demos Engagement lead — fixed allocation across project	100	$165	$16,500.00

Estimated Hours

1,740

Blended Rate

$150/hr

Subtotal$259,500.00

Tax (20%)$51,900.00

Total$311,400.00

Payment Schedule

20%

$62,280.00

On contract signature — discovery kick-off

30%

$93,420.00

On Foundations & Auth acceptance

30%

$93,420.00

On core build feature-complete sign-off

20%

$62,280.00

On production launch + 30-day hypercare close

04 / 04

Terms & Sign-off

Engagement Terms

All work performed under Northwave's MSA dated 14 March 2026. Aurora retains full IP rights to all code, designs, and documents produced under this SOW upon final payment. Northwave warrants the work for 90 days post-launch and will remediate defects at no additional charge during that window. Either party may terminate for cause with 30 days' written notice; Aurora pays for work performed up to the termination date.

Notes

We've enjoyed the conversations to date and we're excited about the scope. Theo will remain your primary contact. We propose a Tuesday/Thursday demo cadence with full transparency into our internal sprint board — no surprises, no opaque red/yellow/green status reports.

Acceptance & Authorisation

By signing below, the client authorises Northwave Engineering to commence the work described in this Statement of Work and agrees to the payment schedule outlined on the previous page.

For Aurora Logistics

Helena Strand

For Northwave Engineering

Theo Adeyemi · Engagement Lead

Software Development Quotation

Granite Build Co.

License #CC-2018-44721 · Insured & Bonded

Project Quotation

Kitchen & Master Bath Renovation

Prepared for Hoffman Residence

Quote No.

GB-Q-2026-0412

Issued

May 6, 2026

Valid Until

June 5, 2026

Estimator

Marcus Reilly

01Project Overview

Full renovation of the existing kitchen (240 sq ft) and master bathroom (118 sq ft) at the Hoffman residence. Work includes demolition, structural reinforcement to relocate the kitchen island, all new cabinetry, quartz countertops, custom tiling, and complete plumbing and electrical updates throughout both rooms. Project is scoped to be completed in eight weeks with one crew of four working five days per week.

Project Address

27 Cherrywood Lane, Boulder, CO 80302

Estimated Duration

8 weeks (40 working days)

Start Date

June 22, 2026

Crew Size

4 craftsmen + project manager

Scope of Work

Demolition & Site Protection

Remove existing cabinetry, countertops, fixtures, and flooring in both rooms. Set up dust barriers and floor protection in adjacent living areas. Haul-away included.
Kitchen Cabinetry & Island

Install custom shaker-style cabinetry in painted maple, including new 9' island with seating overhang. Soft-close hardware throughout.
Quartz Countertops

Template, fabricate, and install ¾" Caesarstone London Grey countertops on perimeter and island. Includes 4" backsplash and undermount sink cutout.
Master Bath Tile & Walk-in Shower

Frameless glass walk-in shower (60" x 36") with Schluter waterproofing system, large-format porcelain tile walls, and heated travertine floor.
Plumbing & Electrical

All new plumbing rough-in for relocated island sink, new dishwasher line, and bathroom shower body sprays. Updated 200A panel feed for new induction range.
Paint & Final Finishes

Two coats Benjamin Moore Aura on walls and ceilings in both rooms. Touch up trim. Final clean and walk-through.

02Materials & Labor

Category	Description	Qty	Rate	Amount
Materials	Custom cabinetry — kitchen + bath Painted maple shaker, soft-close hardware, 32 LF total	1	$18,400.00	$18,400.00
Materials	Quartz countertops Caesarstone London Grey, ¾" — 64 sq ft	64	$115.00	$7,360.00
Materials	Tile, grout & waterproofing Porcelain wall tile, travertine flooring, Schluter system	1	$5,820.00	$5,820.00
Materials	Plumbing fixtures (Kohler) Faucets, sink, shower system, toilet — homeowner-approved selections	1	$4,950.00	$4,950.00
Materials	Electrical & lighting Recessed cans, pendants, undercabinet LED, vanity sconces	1	$3,180.00	$3,180.00
Labor	Demolition & disposal Two-day demo, dust barriers, dumpster rental	16	$85.00	$1,360.00
Labor	Carpentry & cabinet install Senior carpenter + apprentice, 7 days	112	$95.00	$10,640.00
Labor	Tile install — bath & backsplash Master tile setter, 5 days including waterproofing	40	$110.00	$4,400.00
Labor	Licensed plumbing & electrical Subcontracted, includes permits and inspection scheduling	1	$8,650.00	$8,650.00
Equipment	Equipment & site logistics Lift rental for cabinet install, scaffolding, port-a-john	1	$1,240.00	$1,240.00

Subtotal$66,000.00

Tax (4.81%)$3,174.60

Project Total$69,174.60

03Inclusions & Exclusions

What's Included

All permits and city inspection coordination
Daily site cleanup and end-of-project deep clean
1-year workmanship warranty on all installed labor
Manufacturer warranties pass-through on cabinetry and quartz
Project manager weekly walk-through with photos
Disposal of all demolition debris

Not Included

Appliance purchase (homeowner-supplied)
Window treatments and decorative accessories
HVAC duct relocations (separate quote if needed)
Any structural changes beyond island relocation
Asbestos or lead remediation (contingent on testing)

Terms & Conditions

50% deposit due upon signing, 25% at midpoint walk-through, 25% on final completion. Quote valid 30 days from issue date. Material prices subject to supplier confirmation at order. Change orders require written approval and may affect timeline. Granite Build Co. carries $2M general liability and full workers' comp coverage; certificates available on request.

Acceptance

By signing below, the client accepts this quotation and authorises Granite Build Co. to commence work as scoped.

Client Signature

Daniel & Priya Hoffman

Date

Construction Project Quotation

Halberd & Co. Strategy

Engagement Proposal

Operating Model Review for the European Business

Prepared for Wessex Industrial Holdings PLC
Attention: Catherine Vossberg, Group Chief Operating Officer

Reference

HBD-2026-Q207

Issued

May 6, 2026

Valid Until

June 20, 2026

Engagement Lead

Daniel Halberd

I.

Executive Summary

Wessex Industrial Holdings has grown from a single UK platform into a four-country European operating group inside three years, largely through bolt-on acquisitions in Germany, the Netherlands, and Poland. Operational integration has lagged commercial growth, and the cost of fragmentation is now visible in working-capital inefficiency, duplicated finance and HR functions, and an inability to forecast group-level performance with confidence. This proposal outlines a 14-week engagement to review the current operating model across all four countries, design a target state, and build a sequenced 18-month transition plan with measured economic impact and clear ownership.

i.

Diagnostic across four countries

Country-level interviews with 38 leaders, finance and process deep-dives, and a quantified baseline of overlap and inefficiency across procurement, finance, IT, and HR.

ii.

Target operating model design

A clear principle-led design (centralised vs federated by function), supported by activity allocation, governance structure, and Day-1 operating principles.

iii.

Sequenced transition roadmap

An 18-month plan with phasing, dependencies, owner accountability, KPIs, and quantified financial benefits — peer-reviewed by an independent partner before submission.

iv.

Executive readout & board pack

A board-ready deck and supporting analysis, including a session with the Group ExCo and an optional follow-up with the Audit & Risk Committee chair.

II.

Scope & Deliverables

The engagement is structured into four sequenced workstreams over 14 weeks, with weekly steering committee touchpoints and three formal milestone reviews. Catherine will be the executive sponsor; a dedicated Halberd team of one partner, two principals, and two associates will be on-site (or country-equivalent) throughout.

I.

Diagnostic & Baseline

Weeks 1–4

Stakeholder mapping and interviews across all four countries; activity-level analysis of procurement, finance, IT, and HR; quantified baseline of duplication, working-capital tie-up, and forecasting accuracy. Includes a comparative benchmark against three relevant European peers in the industrial-holdings segment.

Key Deliverables

Stakeholder map and interview summary (38 interviews)
Quantified baseline pack — €M opportunity by function
Peer benchmark on three comparators
Diagnostic readout to the steering committee (Week 4)

II.

Target Operating Model Design

Weeks 5–9

Principle-led design of the future operating model, with explicit centralised-vs-federated decisions for each function. Includes governance structure, decision-rights matrix, country leadership accountability, and Day-1 operating principles. Tested with country leadership before sign-off.

Key Deliverables

Target operating model document — full version
Governance and decision-rights matrix (RACI-equivalent)
Function-by-function design rationale memos
TOM sign-off session with the Group ExCo (Week 9)

III.

Transition Roadmap & Business Case

Weeks 10–13

Sequenced 18-month transition plan with quarterly phases, dependencies, named owners, transition KPIs, and risks with mitigations. Quantified benefit case — costs (one-off and run-rate), benefits (savings, working-capital release, revenue uplift), and net P&L impact across an 18- and 36-month horizon. Independent partner peer review before final submission.

Key Deliverables

Transition roadmap with 18-month phasing and dependencies
Quantified business case with bottoms-up assumptions
Risk register with named mitigations
Peer-reviewed financial model for Audit & Risk Committee

IV.

Board Readout & Handoff

Week 14

Final synthesis into a 28-slide board pack, executive-summary memo, and a 90-minute readout to the full Group Board. Optional follow-up session with the Audit & Risk Committee chair to walk through the financial assumptions in detail.

Key Deliverables

Final board pack (28 slides) and reading memo (4 pages)
90-minute board readout, Q&A and discussion
30-day post-engagement check-in with Catherine
Optional Audit & Risk Committee chair session

III.

Fees & Schedule

Line Item	Detail	Amount
Diagnostic & Baseline	1 partner (15%), 2 principals (50% each), 2 associates (100% each), 4 weeks	$186,000.00
Target Operating Model Design	Same team allocation, 5 weeks, with two on-site weeks across Frankfurt and Amsterdam	$232,500.00
Transition Roadmap & Business Case	Same team allocation + 1 senior advisor (10%) for peer review, 4 weeks	$198,400.00
Board Readout & Handoff	Partner-led with associate support, 1 week + travel	$48,000.00

Professional fees$664,900.00

Tax (20%)$132,980.00

Total Engagement$797,880.00

Payment Schedule

Milestone	Trigger	Amount
Initiation	On signed engagement letter	$199,470.00
Diagnostic readout	On Week-4 steering committee acceptance	$199,470.00
TOM sign-off	On Group ExCo TOM acceptance (Week 9)	$199,470.00
Final board readout	On Week-14 board readout completion	$199,470.00

Expenses

Reasonable travel and out-of-pocket expenses are billed at cost, capped at 8% of professional fees for the duration of this engagement. All expenses over £500 will be agreed with the engagement sponsor in advance. Receipts and a monthly expense summary are provided alongside each invoice.

IV.

Terms & Authorisation

Engagement Terms

All work performed under Halberd & Co.'s standard MSA dated 18 January 2025. Payment terms are Net 30 from invoice date, with invoices issued at each milestone above. Either party may terminate this engagement on 30 days' written notice; Wessex pays for all work performed up to the termination date, plus any non-cancellable commitments. Halberd carries £10M professional indemnity insurance.

Confidentiality & IP

All information shared by Wessex Industrial Holdings PLC is treated as Confidential Information under the MSA. Wessex retains full IP rights to all deliverables produced under this engagement. Halberd may use anonymised, generalised insights (no client identification) for thought leadership, with prior written approval from the engagement sponsor.

Authorisation

By signing below, Wessex Industrial Holdings PLC engages Halberd & Co. Strategy on the terms above and authorises commencement of the engagement on the date noted.

For Wessex Industrial Holdings PLC

Catherine Vossberg

Group Chief Operating Officer

For Halberd & Co. Strategy

Daniel Halberd

Managing Partner

Consulting Engagement Quotation

Studio Mira

A proposal · SM-PR-2026-031

Brand refresh & launch campaign for Stillwater Coffee

A creative engagement prepared for Stillwater Coffee Co..

For

Jordan Reyes

Issued

May 6, 2026

Valid Until

May 27, 2026

From

Mira Yilmaz

01 — The Brief

Why we're here

Stillwater Coffee is opening its third location and rebranding to a single, cohesive identity that works across café signage, retail bags, and a soon-to-launch DTC subscription site. This proposal covers a full brand refresh — from positioning through to applied design — plus a four-week launch campaign across paid social, email, and in-store assets. Three packages are scoped on the next page; we'd recommend GROWTH for what you've described, but EXTRA SHOT is available if subscription needs to launch in tandem.

What success looks like

✦

One coherent identity

A wordmark, secondary marks, palette, and type system that scales from a 2-inch sticker to a 10-foot wall mural.

◐

Retail-ready packaging

Production-ready files for 12oz, 1lb, and 5lb bags including barcode and roastery info zones.

▲

Subscription launch

Landing page, sign-up flow, post-purchase emails, and four weeks of paid social to drive your first 1,000 subscribers.

◆

In-store rollout

Menu boards, café signage, staff aprons, and seasonal artwork system handed off as templates the team can refresh themselves.

02 — Service Packages

Choose your level

Three options scoped against your priorities. Each can be tailored — pick the closest fit and we'll fine-tune from there.

Espresso

Brand Essentials

$14,800

Single fee · 4 weeks

Logo system & wordmark
Colour palette + type pairing
Brand guidelines (16pp)
Two retail bag designs
Print-ready handoff

Cortado

Growth

$28,400

Single fee · 7 weeks

Everything in Espresso
Five retail bag SKUs
Subscription landing page
Sign-up flow + post-purchase emails
Photography art direction
Two rounds of revisions per stage

Extra Shot

Full Launch

$46,200

Single fee · 10 weeks

Everything in Growth
Four-week paid social campaign
Menu boards + in-store signage
Staff apron & uniform design
Seasonal artwork template system
Post-launch performance review at 30 days

03 — Add-Ons & Investment

Tailor the package

Add-on	Detail	Investment
Photography day	Half-day shoot covering products, café, and team for use across all assets. Includes art direction, light retouching, and 60 final-edit images.	$3,800.00
Custom illustrations	Three editorial illustrations — used across packaging, blog, and seasonal social posts. Two rounds of revision included.	$2,200.00
Email template kit	Five reusable Klaviyo email templates beyond the post-purchase flow (welcome, re-engagement, seasonal launch, restock, win-back).	$1,400.00

Total Investment

$35,800.00

Selected packageCortado · Growth — $28,400.00

Add-ons subtotal$7,400.00

Subtotal$35,800.00

Tax (0%)$0.00

Payment Schedule

30% deposit on signing ($10,740), 30% at brand-system approval ($10,740), 40% on final delivery and handoff ($14,320). Invoices issued via Stripe with Net 14 terms.

04 — Terms & Sign-off

Let's get going

Engagement Terms

Quote valid for 21 days from the issue date above. Two rounds of revisions per stage are included; additional rounds billed at $145/hr in 30-minute increments. Stillwater retains full rights to all final delivered work; Studio Mira retains the right to feature work in portfolio and case studies six months after launch. Either party may terminate with 14 days' notice — Stillwater pays for work completed to date.

A Note from Mira Yilmaz

Jordan, this has been one of the most fun briefs we've taken on this year. We're rooting for Stillwater either way — but if you do choose to work with us, you'll have the full studio behind you. Coffee on us when we kick off. 🙏

Acceptance

Client

Jordan Reyes, Stillwater Coffee Co.

Studio Mira

Mira Yilmaz, Founder & Creative Director

Marketing Agency Quotation

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The Event

The Menu

Beverage Programme

Service & Investment

Terms & Acceptance

Customer Portal Rebuild & API Modernisation

Project Summary

Objectives

Tech Stack & Approach

Phases & Deliverables

Investment

Payment Schedule

Terms & Sign-off

Kitchen & Master Bath Renovation

01Project Overview

Scope of Work

02Materials & Labor

03Inclusions & Exclusions

Operating Model Review for the European Business

Executive Summary

Scope & Deliverables

Fees & Schedule

Payment Schedule

Terms & Authorisation

Brand refresh & launch campaign for Stillwater Coffee

Why we're here

What success looks like

Choose your level

Tailor the package

Let's get going

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