1. Proposal and Quotation
Summary
for
<insert company name>
July 16, 2013

2. Proposal Quotation and Summary
EXECUTIVE SUMMARY
At Cast Iron we believe that “customer success = Cast Iron success”. We strive to act with
urgency, build strong relationships, and ensure that we are responsive to the needs of every
customer. The objective of this proposal and quotation summary is to illustrate how we can solve
<insert company name>’s needs and add value to your business. Cast Iron application
integration solutions are built from the ground up to dramatically simplify the integration
experience and will allow you to complete your integration project in days and for less than 20%
of the cost of traditional software-based alternatives.
Proposal and Quotation Summary:
• Cast Iron Overview
• Our Understanding of Your Needs
o Business problem: Migrating from home-grown CRM to Salesforce.com
o Integration need: Customer master migration
o Problems with incumbent solution: Custom code not scalable
• Solution and Business Value
o Solution: Complete migration from home-grown CRM to Salesforce.com
o Business value: Superior customer support experience
• Project Timeline
o <insert # of days> days
• Pricing Quotation
o <insert price>
• Contacts
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 2

3. Proposal Quotation and Summary
CAST IRON OVERVIEW
Founded in 2001, Cast Iron Systems is the #1 SaaS integration vendor. Cast Iron has hundreds
of customers across all industries and around the world, including Allianz, British American
Tobacco (BAT), AmerisourceBergen, Emerson, IBA Molecular, Krueger International, Peet's
Coffee & Tea, PGP Corporation, Salesforce.com, The Sports Authority, and Tesla Motors, among
many others. Backed by Sequoia Capital, Norwest Venture Partners, and Lehman Brothers, Cast
Iron is privately held and led by experienced technology executives from Informatica, PeopleSoft,
Siebel, Oracle, Vitria, and webMethods.
Cast Iron integration appliances eliminate the cost and complexity associated with traditional
software-based integration tools. Our appliances are built from the ground up to dramatically
simplify the integration experience for our customers. This built-in simplicity enables both large
and midsize companies to realize the following benefits:
• Integrate in days —achieve rapid implementations due to the plug-and-play nature of the
appliance and the configurable integration capability
• Save 80% or more — since the appliance contains everything needed to complete
integrations, there is no need to install and maintain multiple components (servers,
software, adapters, database, etc.)
• Free-up scarce resources — the visual UI and the "configuration, not coding" approach
eliminate the need to use middleware experts for application integration, and allow
companies to use their experts on more strategic projects
• Simple, yet comprehensive, solution — while these appliances complete application
integrations using just 3 steps: plug-in the appliance, configure the integration, and run it;
these appliances are also scalable across multiple integration areas for connecting
packaged apps to legacy apps and other endpoints (like flat files, databases, etc.)
• Easy changes — as business needs change, the graphical UI and “configuration, not
coding” approach of the appliance allows companies to implement changes very easily
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 3

4. Proposal Quotation and Summary
OUR UNDERSTANDING OF YOUR NEEDS
Cast Iron’s recognizes that <insert company name>’s needs are unique and must be fully
understood prior to solution development and proposal. Therefore Cast Iron requests that you
review for accuracy the following table which constitutes our understanding of your needs:
Your Needs Description
Business problem • Migrating from home-grown CRM to Salesforce.com.
Integration need • Customer master migration
• Product master extracts from Oracle ERP
• Real-time interaction with Avtex IP Telephony
• Custom CRM Application on DB2 on AS400
Problems with incumbent
solution
• Custom code doesn’t scale to meet diverse formats
• BizTalk programming too complex
Decision deadline • May 31, 2008
Decision makers • Business: <insert name and title>
• Financial: <insert name and title>
• Technical: <insert name and title>
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 4

5. Proposal Quotation and Summary
SOLUTION AND BUSINESS VALUE
To address <insert company name>’s needs outlined in the preceding section, Cast Iron
proposes the following customized solution:
Solution
• Cast Iron enables Salesforce.com integration in real-time:
• Caller info to SupportForce in seconds
• Product master sync with ERP
• Customer master sync
• Single Console to track transactions
Business Value
• Complete entire project in xx days
• No coding
• Enable a superior customer support experience
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 5
<insert endpoint name> <insert endpoint name>

6. Proposal Quotation and Summary
PROJECT TIMELINE
Cast Iron’s Project Delivery Methodology has delivered proven success to clients in various
industries. Our experience in building application integration on the Cast Iron platform is a key
element in the delivery of customer satisfaction with Cast Iron solutions.
Based upon Cast Iron’s evaluation of <insert customer name>’s environment, the time to
complete your project is approximately <insert number of days> days:
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 6
Overall Project Timeline = 15 daysOverall Project Timeline = 15 days
Pre-Project
Phase
Pre-Project
Phase
2 days
AnalyzeAnalyze
1 day
Architect
Solution
Architect
Solution
1 day 1 day
Configure/
Unit Test
Configure/
Unit Test
7 days
System
Test
System
Test
1 day
DeployDeploy
1 day
Operate
and
Maintain
Operate
and
Maintain
1 day/
month
Design
Orchestrations
Design
Orchestrations
Project Management and Documentation (3 days)Project Management and Documentation (3 days)

7. Proposal Quotation and Summary
PRICING QUOTATION
Cast Iron Systems Prepared for: Customer name
Proposed Date: October 2nd, 2007
Valid Through: October 12th, 2007
Sales Mgr. Address: Street
Email: New York, NY
Phone: Contact: Contact name
Fax Email: name@customer.com
Phone: 555-555-5555
Cast Iron Integration Appliance: Recommended Configuration
Product Term Discount
Discounted
Cost/Month
Discounted
Cost/Year
Hardware/Softwa
re Maintenance
iA3000-SF 36 month 0% $1,000 $12,000 Included
iA300 36 month 0% $500 $6,000 Included
Totals: $1,500 $18,000
* Note: Hardware/software maintenance included in subscription pricing
Cast Iron Implementation Services and Training
Hours Discount
Discounted
Hourly Rate
Total
Investment*
120 0% $10 $1,200
N/A 0% $10 $1,200
Totals: $2,400
* Note: Does not include travel and expenses.
Subscription Investment Summary
Service Description
2593 Coast Avenue
Mountain View, California 94043
555-555-5555
AE name
aename@castiron.com
555-555-5555
Special terms:
Configuration 1 Integration
SFDC Enterprise Integration Appliance: One to
One Connectivity (racked) SFDC to Oracle
Training at Cast Iron Facility Tw o day training course at Cast Iron location.
Development Appliance: Test, Development &
Standby (desk side)
Test, Dev. &
Standby
Cast Iron Professional Services: Initial Project
Deployment
Description/Notes
Cast Iron has made a preliminary assessment of the
resources required to support EMI’s initial integration
project. This service estimate is derived from our
current understanding of EMI’s integration
requirements and the resources associated w ith a
stan
Copyright ©2008 Cast Iron Systems, Inc. All rights reserved. 7

8. Proposal Quotation and Summary
CONTACTS
Name Title Company Office phone
Mobile
phone
Email
address
© 2008 Cast Iron Systems, Inc. All right reserved.
This document is provided for information purposes only and the contents are subject to change without notice. This document is not warranted to be error-
free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of
merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are
formed either directly or indirectly by this document. Cast Iron Systems™, Cast Iron™, and Application Router™ are registered trademarks of Cast Iron
Systems. Other names may be trademarks of their respective owners.
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