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Contextual Deal Making
Collaborate, Price, Quote
Create deals collaboratively, without the back and forth emails and Slack messages.
Mention collaborators in comments
Flag individual sections for review
Comment on specific Terms and Pricing Tables
Reduce agreement errors and ensure deal data integrity
Granular-level Approvals on Deal Sections
All approval requirements in one place, without the pain of delays or decreased deal velocity.
Clearly view what topics need to be reviewed
Understand why approvals were requested
Communicate effectively with prospects
Easy renewals, payment schedule adjustments, and more
See a Historic View of all Changes on an Agreement
Understand decisions made on a deal without going through emails and Slack messages.
An audit trail of changes made on an agreement
A record of pricing decisions for finance teams
View of how a specific deal varies from its original template
Approvers can see what was changed and why
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