Set the rules. Approve the exceptions.
Everyone works from one shared commercial model. Approval workflows, margin guardrails and role-based permissions control what goes out the door, without becoming the bottleneck.
Approve every deal before the client sees it
Submit a deal and your approvers are notified by email. Target a specific approver or notify them all, with an optional comment. They review the full commercial model, scope, price, margin and schedule, then sign off in one click.
No silent edits after sign-off
Pending and approved deals are read-only. Changing one means redrafting it with a reason, recorded in the deal activity and emailed to whoever requested approval. Every change is accounted for.
Permissions that match how you already work
Guests read and review. Editors build and submit deals. Managers approve, progress and close them. Admins can approve a draft directly when speed matters more than ceremony.
Pre-approve rate cards and margin ranges
Set pre-approved margin ranges on every rate card, and target price and margin on any deal. Deals inside the guardrails move fast. Deals outside them get a conversation before they get a signature.
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Start every deal from a proven playbook
Deal and phase templates turn your best estimates into a reusable library. Every opportunity starts with the same structure, rates and assumptions, not a copy of whatever was sold last quarter.
Version every deal, preview every change
Automatic versioning tracks cost, price and margin across revisions. Preview the commercial impact of updated pricing before it touches a live deal.
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What you approve is what gets delivered
Approved deals stay in sync with opportunities in Salesforce, and scope and estimates export into Jira and your other delivery tools. No re-keying, no drift between what was signed off and what gets built.
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Bring your hardest deal.
Start a free trial, or book a demo to walk through your messiest estimate.
30-day trial. No credit card required.