Sell work you can actually deliver and bill, with governed scope, rates, and approvals. Bring pricing, scope, margin rules, and approvals into one controlled flow that stays connected to delivery and invoicing. Works with your existing Salesforce org, or bundled if you are not using Salesforce.
Scoping and Quoting
YOUR QUOTES SHOULD PROTECT MARGIN, NOT CREATE FUTURE DISPUTES
Most scope drift starts before delivery has even commenced.
Common Pain Points
- Quotes built on old rate cards and unchecked assumptions
- Scope changes agreed verbally, then forgotten
- Delivery inherits unclear inclusions and exclusions
- Invoices challenged because the scope story is weak
Professional Services
THE QUOTING LAYER PURPOSE-BUILT FOR
Governed templates, margin discipline, and approvals that flow cleanly into the engagement and its billing rules. No stitched documents. One controlled handover.
core features
From scope to signed engagement
01
Create
scope
Template or scratch, your choice.
02
Lock
the rules
Set rates, inclusions, and billing logic.
03
Propose and
approvals
Generate the proposal and route approvals when required.
04
Sign and
activate
Send for e-signature, then convert to an active engagement.
05
Hand over to
delivery
Kick off delivery with billing rules and scope intact.
Expected
Outcomes
Expected
Outcomes
Fewer scope disputes
Clear inclusions, exclusions, and assumptions carry through.
Higher margin discipline
Commercial rules are enforced, not “remembered”.
Cleaner handovers
Delivery starts with a governed engagement, not a PDF.
Faster quote cycles
Less back and forth, fewer fixes, fewer exceptions.
Frequently Asked Questions
Do we have to replace our existing delivery tools?
Not necessarily. Replace overlapping tools to simplify and cut cost, or keep what you need while DAY ONE governs billing and finance in one place.
Can we support different delivery styles?
Yes. Different engagement patterns can be supported without losing governance.
How does time approval work?
Approvals can be applied by role, thresholds, and policy, when required.
How does this connect to invoicing and WIP?
Time and delivery activity stay linked to the engagement and billing rules, so WIP and invoices are traceable.
What size teams benefit most?
Works for all sizes, but mid-sized teams benefit most where complexity starts to punish margin and billing.