From quote to signed contract to renewal

Build the quote, send it, get it signed, turn it into a contract. In the plan you're already on.

Why this is usually three systems

In most stacks the opportunity lives in the CRM, the quote is built in a spreadsheet or a separate quoting tool, the signature happens in a third product, and the contract ends up as a PDF in a shared drive. Each handoff is a retype, and each retype is a chance for the price on the signed document to differ from the price in the forecast.

The costly part is not the subscriptions. It is that no single record knows the deal was signed, for how much, and how long the term runs — so nothing can tell you the renewal is coming.

One record, four stages

Quotes, proposals, online signing and contracts included — not an upgrade

The quote is built from a price book, so the line items carry their own currency and tax treatment rather than being typed in each time.

Price books per market — set your currency per book, your tax per billing entity

Sending it produces a link the customer opens. They do not need an account, and nothing about your other customers is reachable from it.

Sign online — we record who signed, from where, and when.

Once accepted, the quote becomes a contract with its own dates. That is the record the renewal comes from.

Turn an expiring contract into a renewal opportunity in one click

Free for up to 2 users — no credit card, no sales call

Start free

What that changes in the numbers

New business, upsells and renewals aren't tags you invent — they're how the system counts.

Because a renewal opportunity is created from a contract rather than typed as a new deal, renewals stop being indistinguishable from new business in the pipeline. The forecast can separate what you have won again from what you have won for the first time.

Recurring separated from one-time. Partner costs netted out. Every currency at the rate that applied on the day.

Forecasting and quotas

Which plan this needs