The Proposal And Quotation document is a essential business tool used in South African commercial transactions when a business wishes to make a formal offer to provide goods or services to potential clients. It combines detailed information about proposed products or services with specific pricing commitments, typically used in response to client inquiries or tender requests. The document must comply with South African legislation, including the Consumer Protection Act 68 of 2008 and VAT Act 89 of 1991, requiring specific disclosures and pricing transparency. It serves as both a marketing tool and a preliminary contractual document, often forming the basis for subsequent purchase orders or formal agreements. The format can range from simple product quotations to complex project proposals, depending on the nature of the business offering.
Your data doesn't train Genie's AI
You keep IP ownership of your information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
OR
Let Genie AI's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.
Upload your Doc
1. Company Information: Details of the proposing company including registration number, VAT number, physical address, and contact details
2. Client Information: Recipient's details including company name, contact person, and delivery address
3. Reference Information: Quotation/Proposal number, date, validity period, and reference to any prior communications
4. Executive Summary: Brief overview of the proposed solution or products/services being offered
5. Scope of Products/Services: Detailed description of products or services being offered, including specifications and deliverables
6. Pricing Structure: Detailed breakdown of costs, including unit prices, quantities, VAT, and total amounts
7. Terms and Conditions: Standard terms including payment terms, delivery conditions, and warranty information
8. Acceptance and Validity: Validity period of the quotation and space for client acceptance signature
1. Project Timeline: Include when the proposal involves project work with specific milestones and delivery dates
2. Company Profile: Include when introducing services to new clients or for large proposals to establish credibility
3. Case Studies: Optional section for complex proposals to demonstrate past success with similar projects
4. Team Structure: Include for service-based proposals where key personnel will be involved
5. Implementation Methodology: Include for complex projects requiring specific implementation approaches
6. Value-Added Services: Optional section describing additional services or benefits included in the proposal
1. Detailed Price Breakdown: Itemized listing of all components, quantities, and prices
2. Technical Specifications: Detailed technical information about products or services being offered
3. Service Level Agreement: Details of service levels, response times, and performance metrics if applicable
4. Product Brochures: Supporting marketing materials and product specifications
Relevant legal definitions
Proposal
Quotation
VAT
Validity Period
Acceptance
Deliverables
Scope of Work
Payment Terms
Delivery Terms
Force Majeure
Intellectual Property
Confidential Information
Business Day
Purchase Order
Contract Price
Service Level
Response Time
Project Timeline
Implementation Period
Specifications
Client
Service Provider
Effective Date
Standard Rates
Additional Services
Quotation
VAT
Validity Period
Acceptance
Deliverables
Scope of Work
Payment Terms
Delivery Terms
Force Majeure
Intellectual Property
Confidential Information
Business Day
Purchase Order
Contract Price
Service Level
Response Time
Project Timeline
Implementation Period
Specifications
Client
Service Provider
Effective Date
Standard Rates
Additional Services
Clauses
Scope of Services/Products
Pricing and Payment Terms
Delivery Terms
Validity Period
Acceptance
Warranties
Confidentiality
Intellectual Property
Force Majeure
Liability Limitations
Service Levels
Quality Standards
VAT and Taxation
Implementation Timeline
Performance Standards
Termination
Dispute Resolution
Variation of Terms
Subcontracting
Insurance
Pricing and Payment Terms
Delivery Terms
Validity Period
Acceptance
Warranties
Confidentiality
Intellectual Property
Force Majeure
Liability Limitations
Service Levels
Quality Standards
VAT and Taxation
Implementation Timeline
Performance Standards
Termination
Dispute Resolution
Variation of Terms
Subcontracting
Insurance
Relevant Industries
Manufacturing
Professional Services
Construction
Information Technology
Retail
Wholesale
Engineering
Consulting
Healthcare
Education
Transportation
Real Estate
Energy
Telecommunications
Relevant Teams
Sales
Business Development
Commercial
Finance
Operations
Procurement
Legal
Technical Services
Solutions
Estimating
Product Management
Customer Service
Relevant Roles
Sales Manager
Business Development Manager
Account Executive
Project Manager
Commercial Director
Procurement Manager
Financial Controller
Managing Director
Operations Manager
Sales Representative
Business Analyst
Bid Manager
Estimator
Technical Consultant
Solution Architect
Find the exact document you need
Request For Proposal With Dialogue
A South African procurement document that combines a formal RFP process with structured supplier dialogue phases, ensuring compliance with local procurement legislation.
find out more
Request For Bid Proposal
A South African procurement document that invites competitive bids for goods or services, complying with local procurement laws and B-BBEE requirements.
find out more
Managed IT Services Proposal
A South African law-governed proposal outlining managed IT services terms, conditions, and scope, ensuring compliance with local regulations while defining service delivery parameters.
find out more
Proposal For IT Consulting Services
A South African-compliant proposal document outlining IT consulting services, including scope, methodology, deliverables, and commercial terms.
find out more
Request For Proposal Tender
A South African Request for Proposal (RFP) Tender document that outlines procurement requirements and evaluation criteria while ensuring compliance with national procurement legislation.
find out more
Agency Request For Proposal
A South African compliant request for proposal document used to solicit and evaluate agency services, incorporating local procurement laws and B-BBEE requirements.
find out more
Technical Proposal For (Consultancy)
A South African law-compliant technical proposal outlining consulting services, methodology, and solutions for client requirements.
find out more
Request For Proposal Marketing Services
A South African compliant Request for Proposal (RFP) document used to solicit and evaluate proposals from marketing service providers.
find out more
Request For Proposal (Finance)
A South African financial sector procurement document that outlines requirements and evaluation criteria for potential service providers, compliant with local procurement and financial regulations.
find out more
Request For Proposal Procurement Method
A South African procurement document that governs the submission and evaluation of supplier proposals, ensuring compliance with local procurement laws and regulations.
find out more
Proposal For Quotation
A formal business document used in South Africa that outlines pricing, terms, and conditions for proposed goods or services, complying with local commercial law.
find out more
Proposal For Architectural Services
A South African law-compliant proposal document outlining architectural services, terms, and professional fees for client engagement.
find out more
Managed Services Proposal
A South African law-governed proposal outlining managed services terms, conditions, and scope, incorporating local regulatory requirements and commercial frameworks.
find out more
Request For Proposal (Technology)
A South African legal document used to request detailed proposals for technology solutions, ensuring compliance with local procurement regulations and B-BBEE requirements.
find out more
Request For Proposal Bidding Process
A South African procurement document that guides the competitive bidding process while ensuring compliance with local procurement laws and regulations.
find out more
Payroll Services Proposal
A proposal for payroll services provision in South Africa, outlining services, pricing, and compliance with local employment and tax legislation.
find out more
Strategic Planning Consulting Proposal
A South African law-governed proposal document outlining strategic planning consulting services, including scope, methodology, deliverables, and commercial terms.
find out more
Construction Management Services Proposal
A South African law-governed proposal outlining construction management services terms, scope, and compliance requirements for construction projects.
find out more
Request For Proposal Document
A formal procurement document used in South Africa to solicit detailed proposals from potential suppliers, complying with South African procurement legislation and B-BBEE requirements.
find out more
Rfi Proposal
A South African law-compliant response document to a Request for Information (RFI), detailing company capabilities and proposed solutions while adhering to local procurement regulations.
find out more
Request For Proposal Security Guard Services
A South African law-governed Request for Proposal (RFP) document for procuring professional security guard services, aligned with PSIRA regulations and local procurement laws.
find out more
Proposal For Marketing Services
A South African law-governed proposal document outlining marketing services, terms, and deliverables for potential clients.
find out more
RFP In Contracting
A South African Request for Proposal (RFP) document that solicits detailed proposals from suppliers while ensuring compliance with local procurement laws and B-BBEE requirements.
find out more
Request For Proposal Asset Management
A South African procurement document for soliciting asset management services, compliant with local legislation including PFMA and B-BBEE requirements.
find out more
Proposal And Quotation
A South African commercial document outlining product/service offerings with detailed pricing and terms, compliant with local business regulations.
find out more
Formal Request For Proposal
A formal procurement document used in South Africa to solicit detailed proposals from suppliers while ensuring compliance with local procurement laws and B-BBEE requirements.
find out more
Request For Proposal Policy
A policy document governing RFP processes for organizations in South Africa, ensuring compliance with local procurement laws and B-BBEE requirements.
find out more
Proposal For Office Space
A formal office space leasing proposal document governed by South African property law, outlining property specifications, terms, and conditions for potential tenants.
find out more
Proposal For Additional Headcount
A formal South African business document for requesting and justifying new staff positions, incorporating local employment law compliance and business requirements.
find out more
Proposal Asking For Sponsorship
A formal sponsorship request document compliant with South African law, outlining sponsorship opportunities, benefits, and terms.
find out more
IT Audit Proposal
A South African law-governed proposal for IT audit services, outlining scope, methodology, terms, and deliverables in compliance with local regulations.
find out more
Request For Proposal For IT Services
A formal procurement document for IT services under South African law, incorporating local regulatory requirements including B-BBEE and POPIA compliance.
find out more
Proposal For Audit Services
A South African regulatory-compliant proposal document outlining audit services, methodology, team structure, and commercial terms for potential audit clients.
find out more
Electrical Bid Proposal
A South African compliant bid proposal for electrical works, including technical specifications, pricing, and regulatory compliance documentation.
find out more
Forensic Audit RFP
A South African law-governed RFP document for soliciting professional forensic audit services, incorporating local regulatory requirements and IRBA standards.
find out more
Request For Proposal Security Assessment
A South African jurisdiction RFP document for soliciting comprehensive security assessment services, incorporating local regulatory requirements and industry standards.
find out more
Engineering Services Proposal
A South African legal document proposing professional engineering services, incorporating local regulatory requirements and industry standards.
find out more
Business Request For Proposal
A formal South African business document requesting detailed proposals from potential suppliers, incorporating local legal requirements including B-BBEE compliance.
find out more
Vulnerability Assessment RFP
South African law-governed RFP template for soliciting vulnerability assessment services, incorporating local cybersecurity and data protection requirements.
find out more
Payroll Outsourcing Proposal
A South African payroll outsourcing proposal detailing services, implementation, pricing, and compliance measures under local legislation.
find out more
Genie’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; Genie’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)
.png)