Create an Implementation Proposal After a Deal Is Signed – Project Insight Help Center

When a customer deal has been signed and paid, the next step is to create an implementation proposal in Project Insight so Customer Success can manage the implementation work, track service hours, and create the implementation project.

This article explains how to manually create an implementation proposal from a signed deal, add the implementation hours as a proposal line item, assign the Customer Success owner, and create the related implementation project.

The demo also mentions an automated integration path from the signed deal to the proposal and project, but that integration was still being worked on at the time of the recording. The manual process below is the demonstrated workflow.

When to Use This Process

Use this process when:

A customer deal has been signed and paid.
A new customer implementation needs to be created.
The proposal must be created manually in Project Insight.
The implementation services hours need to be tracked.
Customer Success needs to create an implementation project from the proposal.
Licenses and support hours should not be included as implementation deliverables.

Before You Begin

Confirm the following before creating the proposal:

The customer deal is signed and paid.
The customer company exists in Project Insight, or you are ready to add it.
You know which Customer Success person will manage the implementation.
You know the number of implementation hours sold.
You know the hourly rate for the implementation services.
You know which implementation project template should be used.

Step 1: Open Proposals Home

Go to the Project Insight workspace.
Open Proposals Home.
Select Add Proposal.

Step 2: Create the Proposal

Enter the proposal name.
Use the signed deal name as the proposal name so the proposal is easy to match to the original deal.
Select the customer company.
If the customer company does not exist, select Add Company and create the company.
In Assigned To, select the Customer Success person who will manage the implementation.
Leave the proposal date as today’s date.
Do not select an existing project if this is a new customer implementation.
Select Save.

Step 3: Add the Implementation Hours

Open the newly created proposal.
Add a new Time Line Item.
Enter the implementation service item, such as onboarding implementation hours.
Enter the number of implementation hours from the signed deal.
Enter the hourly rate.
Confirm the calculated total matches the signed implementation services amount.
Select Save.

In the demo, the example uses 40 implementation hours at $225 per hour, for a total of $9,000. The key point is to verify that the proposal total matches the implementation services amount from the signed deal.

Step 4: Do Not Add Licenses or Support Hours

Only add the implementation services hours that should be tracked against the implementation work.

Do not add license amounts or support hours as proposal deliverables if they are not part of the implementation services billing. In the demonstrated workflow, only the onboarding or implementation service hours are added to the proposal line item.

Step 5: Customer Success Creates the Project

After the proposal is created and assigned, the Customer Success person can create the implementation project.

The Customer Success person opens the proposal from their proposal list.
Select the option to create a project from the proposal.
Choose the correct implementation project template.
Assign the project sponsor.
In the demo, the sponsor is the salesperson who sold the deal.
Set the project type to Implementation, if that field is used for reporting.
Set the project start date.
Select Save.

Step 6: Review the Created Project

After saving, review the created implementation project and confirm:

The correct template was used.
The proposal is connected to the project.
The quoted implementation hours are visible.
The proposal value matches the signed implementation services amount.
Time entries and invoices can be tracked against the proposal value.

Why This Matters

Creating the implementation proposal gives Sales and Customer Success a clean handoff after a customer deal is signed. It also creates a clear financial starting point for the implementation work, including the quoted hours, service value, project template, and future time and invoice tracking.

Best Practices

Use the signed deal name as the proposal name.
Assign the correct Customer Success owner before saving the proposal.
Add only the implementation services hours as the proposal line item.
Confirm the proposal total matches the signed deal before creating the project.
Use the correct implementation project template.
Use the project type field consistently if implementation work is included in reporting.
Keep license and support amounts out of this proposal workflow unless your process specifically requires them.

Frequently Asked Questions

What is an implementation proposal in Project Insight?

An implementation proposal is a proposal record used to capture the implementation services sold to a customer. It can include the number of implementation hours, hourly rate, total service value, assigned Customer Success owner, and the related implementation project.

When should I create an implementation proposal?

Create the implementation proposal after the customer deal has been signed and paid, and before Customer Success begins managing the implementation project.

Should licenses be added to the implementation proposal?

No, not in the demonstrated workflow. The video explains that licenses and support hours do not go into the proposal deliverable line when the proposal is being used to track implementation service hours.

Who should the proposal be assigned to?

Assign the proposal to the Customer Success person who will manage the customer implementation.

Can the implementation project be created from the proposal?

Yes. After the proposal is created, the Customer Success person can create the implementation project from the proposal and select the correct implementation project template.

Is the automated integration workflow ready?

The demo mentions that the integration was being worked on, so the automated workflow should not be documented as final until it is built and tested. The manual proposal creation process is the workflow demonstrated in the video.

Related Features

Proposals
Proposal Line Items
Time Line Items
Project Templates
Companies
Project Sponsors
Invoice Records
Time Entries
Project Financials
Customer Success Handoff

Need More Help?

For more help with proposals, implementation projects, or Customer Success handoffs in Project Insight, visit
<a href="https://projectinsight.com/support" target="_blank" rel="noopener">projectinsight.com/support</a>.