Ideal For:
New Businesses
Under 5 in go-to-market
Ideal For:
Under $5M ARR
Professional Templates
Under 10 in go-to-market
Ideal For:
Executive control over discounting
Standardizing your contract process
Above 10 in go-to-market
Ideal For:
Scaling and/or Global Sales
Dedicated Deal Desk
Need for Financial Controls.
Above 25 in go-to-market
Users: Up to 5
Taskbox
Collaboration
Roles & Permissions
Teams: Up to 2
Support up to 10 licensed users
2 free collaborators
Taskbox
Collaboration
Roles & Permissions
Teams: Unlimited
Support up to 100 licensed users
25 free collaborators
Access to unlimited developers
Taskbox
Collaboration
Roles & Permissions
Teams: Unlimited
Custom & unlimited pricing
Access to unlimited collaborators
Access to unlimited developers
Taskbox
Collaboration
Roles & Permissions
Teams: Unlimited
Up to 5
All Types available
Up to 10
All Types available
Unlimited
All Types available
Unlimited
All Types available
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Dynamic Pricing
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Early Renewals
Dynamic Pricing
Product Permissions
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Early Renewals
Dynamic Pricing
Product Permissions
Workflows: Up to 3
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Workflows: Up to 10
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Sequential Approvals
Workflows: Up to 25
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Sequential Approvals
Counter Signer Automation
Document Workflows
Workflows: Unlimited
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Sequential Approvals
Counter Signer Automation
Document Workflows
AI Workflows
Presubmit Validation
Functions Workflows
RevOps E-Signature: Unlimited
Limited PDF Downloads
DocuSign Integration
RevOps E-Signature: Unlimited
Unlimited PDF Downloads
DocuSign Integration
RevOps E-Signature: Unlimited
Unlimited PDF Downloads
DocuSign Integration
Word Export
RevOps E-Signature: Unlimited
Unlimited PDF Downloads
DocuSign Integration
Word Export
Document Storage: 3 per month
Document Storage: 50 total
Additional Storage available
Document Storage: 365 total
Additional Storage available
Document Storage: 1000 total
Additional Storage available
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs & Error Notifications
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs and Error Notifications
CRM PDF Sync
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs & Error Notifications
CRM PDF Sync
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs and Error Notifications
CRM PDF Sync
Business Profiles: 1
Business Profiles: 1
Business Profiles: Up to 3
Customize Branding
SSO
Business Profiles: Unlimited
Customize Branding
SSO
Custom Data Processing Agreement
Email Support
Email Support
Premium Support
Implementation Services
Professional Services
Premium Support
Implementation Services
Professional Services