## 1. What changed and why - Earlier unconfirmed items U1-U6 collide with the new U1, so they are called M1-M6 here. - **Basic account count: Hold becomes Pass.** Basis: C5 (8 direct users), P1 (max 10), P4 (the other 4 receive PDFs; account sharing not allowed). M1 and M2 are resolved. Two spare accounts remain. - Basic budget stays Pass (C3, R1-R3). - Pro stays Fail on budget. With 8 direct users, the materials show nothing extra that Pro would solve (P2). - Discount: no change. C6 asks for one, but A1 gives no authority and there is no approval. The budget passes without any discount. - Still unconfirmed: M3 (whether manual tagging plus CSV is enough), M4 (cost savings), purchase approval and timing. C5 accepts the review draft only; it is not approval. ## 2. Basic first-year total (190,000×12 + 300,000)×1.1 = 2,580,000×1.1 = **2,838,000 KRW** - Monthly fees 2,280,000 + setup 300,000 + VAT 258,000 - Against the 4,000,000 cap: **1,162,000 KRW headroom** ## 3. Proposal draft (customer-facing, not sent) **Current work**: 12 support staff organize inquiries at month-end. 8 enter and search directly; the other 4 read a month-end PDF (C1, C5). **Features**: Moa Inquiry Basic provides manually applied tags, list filtering by tag, CSV import, and PDF export. **How it would be used** - Direct access: the 8 people who enter and search each use their own account (max 10). Account sharing is not allowed. - PDF recipients: the other 4 receive exported PDFs inside the company. No login account is needed. - The CSV downloaded from your CRM is imported, and people apply the tags. **Cost (first 12 months, incl. 10% VAT)** | Item | Amount | |---|---| | 190,000×12 | 2,280,000 KRW | | One-time setup | 300,000 KRW | | VAT | 258,000 KRW | | **Total** | **2,838,000 KRW** | This is within your 4,000,000 KRW first-year cap. **Not included**: CRM auto-integration, auto-classification, any guarantee of cost or time savings, delivery dates or new-feature commitments, and discounts. **Reply on the discount request**: No approved discount exists for the 10% you asked about, so this quote does not include one. Amounts above use the current price list. **Next confirmations**: (1) Is the count of 8 direct users final? (2) Is human tagging with CSV import sufficient? More than 10 direct users would exceed the Basic limit. ## 4. Pre-send review (sales rep) 1. Confirm no discount wording or 10% figure appears anywhere (A1, C6). 2. Recalculate 2,838,000 KRW and confirm VAT and setup are stated as included. 3. Confirm 8 direct users and 4 PDF recipients are kept distinct, no "all 12 use it" wording appears, and the no-sharing rule is stated. 4. Confirm nothing implies savings, results, or automation (P3, C3). 5. Confirm no approval, contract, delivery date, or meeting is implied and the draft is labeled as such (U1). 6. Routing the discount request is outside the rep's authority; check with the approver.