Who this is for
Quotes and contracts generated from your CRM data — live in four weeks
Quotes and contracts generated automatically from your CRM data, with margin checks before anything goes out — live in four weeks.
Firms producing high volumes of quotes, contracts or statements of work by hand.
What it costs you now
- Quotes are rebuilt by hand from the same information every time
- Two people quote the same job and produce two different documents
- A deal is signed before anyone checks whether the margin survives
- Nobody is sure which version of the contract the customer actually has
- Approvals happen over email and leave no trail
What you get
Everything in scope at the price quoted, and everything that is not
Included
- Document generation engine driven by live CRM and pricing data
- Your templates, clause library and approval rules encoded
- E-signature and approval workflow
- Margin checks that flag a deal before it is sent, not after
- Version control and full audit trail
Not included
The exclusions appear here alongside the price, once you have told us who you are.
Timeline, price and terms
What it costs, when you pay, and what happens if a date slips
Price
The price appears here as soon as you tell us who you are.
Timeline
4 weeks to live
Kickoff within one week of agreement.
Next step
Tell us where your process actually breaks
A fit call is a conversation about your operation, not a demo. If this is the wrong build for you, that is what you will hear.
Book a fit call