Wayledge Proposal Builder · Proposals, effort and commercials in Business Central · Early access
For services companies: effort is modelled on Business Central projects, so an accepted proposal becomes a project with its tasks and planning lines in one step.
Illustrative screen, drawn for this site
Features
Reusable work breakdown templates per offering
Effort scaled by drivers, with manual overrides kept
Cost and sell rates from resources for margin
Licence and commercial sections
Release to project tasks and planning lines
AI assistance for drafting
Business outcomes
- Consistent estimates
- No retyping between sale and delivery
Who it is for
Consulting and professional services firms on Business Central.
More in AI and productivity
- Customer ProfilingSend a prospect a link, collect their answers as data, and let AI propose an industry, an account tier and field values for review.
- Document IntakePick up PDFs and scans dropped into cloud storage on a schedule and create incoming documents with the file attached.
- Document ChatA chat thread on orders, invoices, items, customers and vendors that follows the document through posting, with mentions.
Tell us where your system is today.
Share your version, your goal and your deadline. You get a straight first view of the route and the risks, from someone who has done it.