Contract-to-cash Handoffs
Moves a signed deal cleanly into billing and delivery.
In plain words
Suite and sponsorship agreements that build themselves from the CRM, get signed online, and remind you before renewal.
On the whiteboard
How it connects
Deal in your CRM
names, seats, price, terms
the deal details
Proposal generated
one click, your template
a finished document
Sent for e-signature
signed on a phone
a signature
Back to CRM and finance
signed copy filed
the countdown starts
Renewal reminder
90 days out, automatically
Step by step
- 1
We turn your current templates into fill-in documents.
- 2
We connect them to your CRM.
- 3
Reps generate a proposal in one click.
- 4
Signature happens online.
- 5
Renewal reminders are automatic.
Where teams use it
Same afternoon
The proposal goes out the day of the meeting.
Finance's folder
The signed agreement lands there without anyone forwarding it.
Renewals
Every renewal date on a list 90 days ahead.
What you get
- Templates rebuilt.
- E-signature live.
- CRM connected.
- Renewal reminders.
Works with what you have
DDocuSignSSalesforceQuickBooksNNetSuiten8nSSalesforceHHubSpotGoogle Workspace
Honest limits
- Legal still owns the terms; we do not write them.
- Complex custom deals still need a person.