Spreadsheet like user experience to manage your product catalog and pricebook

DECREASE DEAL TURNAROUND TIME

Never miss an opportunity or lose track of your deal’s status. Effectively multitask without having to switch tabs using an easy access toolbar.


REDUCE DEAL ERRORS

With an autocomplete search, select the right product-price mix for your customer faster. View your catalog and quote line items adjacently.


INCREASE AVERAGE DEAL SIZE

Get recommendations and prompts on deal quality, margins and discounts based on your business logic.


Pre-approved, pre-defined templates with form fields to quickly fill out contract terms

REDUCE PROPOSAL TIME FROM WEEKS TO HOURS

Define and select pre-approved templates and terms. Reduce approval overhead, both time and money, for legal and finance


REDUCE CONTRACT ERRORS

Rapidly work through the contract terms. Focus on fields that need updates rather than the boilerplate text  


BE PROFESSIONAL IN YOUR COMMUNICATION

Select from marketing designed and approved document templates to send customers. Present your best foot forward


Out of the box and ready to deploy for your existing environment

EFFORTLESS ENVIRONMENT SETUP

Eliminate dependency on software experts to set up the environment. Drop-in integrations to connect your CRM and other systems of record.


PLAYBOOKS

Get guidance on product usage for various deal scenarios. Focus more on the deal than defining the process to get there


SAVE TRAINING COSTS

Get off-the-block faster with an intuitive layout and navigation, playbooks to guide sales process, and in-built contract templates for various deal types

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