Proposal Tools

Build the deliverable — mid-cycle assembly

live data
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Features in matrix

Across all M365 products

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SoW output formats

Tailored to engagement type

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Deliverable formats

Business case builder

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M365 SKUs mapped

Feature matrix coverage

Business case builder

Enter deal context and let AI generate a structured business case for Microsoft 365 security. Toggle between a polished customer-facing version and a tactical internal SE version.

Pre-populated from Upsell Playbook: Microsoft 365 Business Premium Business Premium + Defender Suite + Purview Suite

1

Define

2

Analyze

3

Review

4

Deliver

Compliance Requirements