---
title: "Proposal Engine Care (monthly retainer)"
description: "Monthly retainer for existing Proposal Engine clients. Templates, CRM data flow, CPQ rules, and AI drafting stay sharp as the business evolves. Fixed monthly fee, no lock-in."
canonical: https://pureproposals.com/proposal-engine-care/
site: Pure Proposals
type: page
---

# Proposal Engine Care (monthly retainer)

> Monthly retainer for existing Proposal Engine clients. Templates, CRM data flow, CPQ rules, and AI drafting stay sharp as the business evolves. Fixed monthly fee, no lock-in.

_Source of truth: https://pureproposals.com/proposal-engine-care/_

## Proposal Engine Care: monthly retainer for existing Proposal Engine clients

A Proposal Engine build ships as a system, not a project. Care is the monthly retainer that keeps the system current as products, pricing, HubSpot workflows, and the sales team evolve.

Templates stay on-brand. CRM data flow stays clean. CPQ rules stay accurate. If Autopilot AI drafting is in the mix, prompts and tone get tuned as the team learns what "great draft" looks like.

## What Care covers

- Template and content upkeep (new products, pricing tiers, brand refreshes)
- CRM and integration health (HubSpot workflow changes, custom-object additions)
- CPQ and pricing rule tuning (discount ladders, tax logic, new SKUs)
- AI drafting refinement (if Autopilot is running)
- Quarterly performance review with written playback
- Priority Slack or email access to the team who built your engine

## Who it is for

Teams already running a Proposal Engine build (with Pure Proposals or a prior partner). If you have a complex PandaDoc setup from another partner and want us to take it over, book an audit call first.

## Pricing

Monthly retainer, scoped to the surface area we are maintaining. Fixed monthly number in the Care proposal, no hourly surprises. Month-to-month, no lock-in.

## Frequently asked questions

### Who is Proposal Engine Care for?

Teams who have already run a Proposal Engine build (with us or with a prior partner) and want the system kept sharp instead of degrading between projects. It is the retainer layer on top of a live Proposal Engine implementation.

### How is Proposal Engine Care different from PandaDoc Ongoing Support?

Ongoing Support is our general PandaDoc retainer for any client. Proposal Engine Care is specifically for the flagship Proposal Engine tier: it covers the full stack we built (templates, CRM data flow, CPQ rules, and optional AI drafting) as one system, and includes quarterly performance reviews focused on quoting velocity and accuracy.

### Do we have to be an existing Proposal Engine client?

Almost always yes. Care is designed for systems we built or systems that match the Proposal Engine architecture. If you have a complex PandaDoc setup from another partner and want us to take it over, book a call and we will audit it first.

### How much does Proposal Engine Care cost?

Monthly retainer, scoped to the surface area we are maintaining: template count, integration depth, CPQ complexity, and whether Autopilot AI drafting is in the mix. You get a fixed monthly number in the Care proposal. No hourly surprises.

### What happens if we need a bigger change than a tune-up?

Care covers upkeep, tuning, and small additions. If your team needs a new integration, a full template rebuild, or an AI drafting rollout, that becomes a scoped project on top of Care. We quote it fixed-scope like any other engagement.

### Can we cancel?

Yes. Month-to-month, no lock-in. We would rather you stayed because Care is landing, not because a contract said so.

## Related

- Proposal Engine (flagship build): [https://pureproposals.com/proposal-engine/](https://pureproposals.com/proposal-engine/)
- PandaDoc Ongoing Support (general retainer, not tied to Proposal Engine): [https://pureproposals.com/pandadoc-services/pandadoc-ongoing-support/](https://pureproposals.com/pandadoc-services/pandadoc-ongoing-support/)

Book a discovery call: https://pureproposals.com/contact/