Simple Pricing to Scale Your Quote to Cash
Everything you need to build the ultimate revenue engine.
Pricing Options
Payg
Easy, simple, and no-fuss to get started. Pay for only what you use.
Volume Discounts
Buy in bulk to receive a discount.
Committed-Use Packages
Custom pricing based on a commitment of usage.
Features
TeamworkBreak down silos and bottlenecks – with customers and within your team.
Approvals
Smart order forms for easy account provisioning without manual data entry.
Configure approvals for specific sections of proposals.
Redlining
Collaborate, both internally and externally, on documents.
Easily download/upload DocX files to collaborate with legal teams.
Deal RoomsAll you need for a sophisticated, enterprise checkout experience for your customers.
Branded Deal Rooms
Offer a branded checkout experience for your customers.
Establish deep collaboration with sales prospects during the checkout process.
Selling with Options
Maximize revenue with good, better, best pricing options.
Account ActivationBecause hand-off between Sales and Success should be easy.
Entitlements & Provisioning
Smart order forms for easy account provisioning without manual data entry.
Instant Billing Setup
Accelerate revenue by immediately connecting accounts to your billing system.
Headless MeteringBring your own data to a flexible metering platform.
Experiment with Pricing
Easy usage-based pricing experimentation with tiered, volume, and progressive model.
Enable Usage-Based Billing
Empower Finance with visibility into billable product usage metrics.
Dedicated Support
Receive hands-on CSM help and expertise to quickly onboard and get started.
SOC2 Compliant
Have peace of mind knowing that your data is secure.
Proposals sent within 24 hours of a sales meeting had a 14% higher closure rate than businesses that sent proposals 3-4 days later.
SalesHacker
5 Things 439,332 Proposals Taught Us About Creating The Perfect Sales Proposal
Integrations
Connect into your existing techstack to automate data sync and customer invoicing.
Close the customer information loop from quote-to-close.
Real-Time Data Sync
Real-time bidirectional integration with Salesforce so that the data you rely on is always up to date and accurate.
Custom Mapping
Visual Data Mapper to customize data sync to your Salesforce configuration.
Import any Salesforce data to be used on your deals.
Limitless Quoting and Approval Flexibility.
Customizable Templates
Build any sales agreement with your HubSpot CRM data, create custom templates, and sync the data from your agreements to HubSpot.
Automated Approval Workflows
Define custom rules for approvals for specific deals based on discounts, price, term language, and more.
Flexible Pricing Model Support
Create agreements based on non-standard pricing models.
Simplify billing and get customers started quickly.
Automated Subscriptions
Automatically configure and update billing plans from your proposals.
Payments
Streamline your contract-to-billing process.
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