Proposal Builder — Myriad Systems VM39

Opportunity / lead *

Consultant *

—

Signed in as you — log out to switch reps.

Co-Seller

Rep ID # *

Date *

Specialty

Number of locations

Rates & assumptions are shared across all locations. Each location can carry its own payment processing and/or MedBill.

1

Are the client's credit card payments already auto-posting to their ledger?

If card payments already post automatically into the practice-management / billing software ledger, the payment-posting efficiency savings are removed — the client already has that automation. Defaults to No.

Product Module Selection*

Check the modules this client will use. These map directly to the savings-analysis checkmarks. Your selection turns on the right builders and drives the paperwork.

Credit Card Processing Solutions— MediPay™check to select payment processing

Select the payment-processing solution the client will use.

Myriad Health EcosystemMyriad Health all-in-one (selects all)

Outside Payment Systems (MediPay Processing)

Myriad MediPay can be used as a standalone payment system and runs within the Myriad Health Ecosystem. Myriad MedBill is always a separate MID and deal. Payment terminals are configured on the MediPay quote.

Service-Based Add-ons— MedBill™check to select billing services

Select all services the client needs.

Myriad MedBill™ — select every service the team handles

Agentic AI Solutions— MyRelay™Coming soon · Est. availability Q2 2027

Rep HQ Planned · backend

Build spec for the reporting & DocuSign-management layer that sits behind the builder. Each rep signs in and sees only their own data.

📊 My Reporting

Pulled from this interface — every proposal & DocuSign built here. Per rep.

All Proposals Built

All DocuSigns Sent

All DocuSigns Signed

Proposal close ratio (signed ÷ built)

DocuSign close ratio (signed ÷ sent)

🏢 Overall Sales Reporting

Company-wide — pulled from the Rep HQ dashboard on monday.com.

All reps' proposals, DocuSigns & close ratios

Team leaderboard & totals

Onboarding pipeline (monday Queue 1)

🗂 Rep HQ — My Proposals

Every proposal this rep has built.

List all past proposals.

Mark as test — exempts that proposal from all reporting numbers above.

Edit, delete, or resend any proposal.

✍️ Rep HQ — My DocuSigns

Integrates with this application. Tracks each envelope through to onboarding.

Status pipeline

Label → Sent → Viewed → Unsigned → Signed → Sent to onboarding → Onboarding complete

🔒 Auth

Password-protected — each rep logs in (choose who you are; all passwords are 0000 for now). The signed-in rep is the consultant across the entire app — reps only pick a Co-Seller on page 1, never the consultant. Rep HQ then scopes to that rep's own proposals & DocuSigns.

🔗 monday.com

“Sent to onboarding” and “Onboarding complete” sync from monday.com (the Queue 1 / onboarding board). DocuSign signature events drive Sent → Viewed → Signed automatically.

🗂 My Proposals — sample

Client	Date	Products	Status	Test	Actions
Bright Smiles Dental	Jun 3	Ecosystem + MedBill	Signed	—	Edit · Delete · Resend
Hudson Valley Pediatrics	Jun 1	Myriad MediPay	Sent	—	Edit · Delete · Resend
Test Practice	May 28	MedBill only	Draft	Test ✓	Edit · Delete · Resend

Rows marked “Test” are excluded from My Reporting. Sample data shown.

✍️ My DocuSigns — sample

Client	Label	Status	Onboarding (monday)
Bright Smiles Dental	Ecosystem + MedBill	Signed	Onboarding complete
Hudson Valley Pediatrics	Myriad MediPay	Viewed	Not started
Coastal Family Care	MediPay + MedBill	Sent	—

Sent → Viewed → Signed sync from DocuSign; onboarding states sync from monday.com. Sample data shown.

This tab is a build spec, not a live feature — it documents the planned Rep HQ backend for development.

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