Protect healthy margins.
Configure the rules that govern pricing, margins and approvals, so every deal stays commercially consistent without slowing your team down.
Manage every rate in one place
Set up multiple, dynamic rate cards so every estimate pulls consistent, up-to-date pricing. Structure cards by region, cost centre or panel, and keep rates aligned as your business changes.
Price products and expenses alongside services
Create unit-based pricing on tiered, volume or stepped ranges, with custom units and recurrence periods for subscriptions and licenses. Pass-through expenses and third-party costs sit in the same commercial model as your services.
Quote in any currency
Generate quotes in any currency with fixed or live exchange rates. Smart round-ups ensure generated quotes always use sensible rates in the target currency.
Apply discounts and surcharges without losing the plot
Every discount, surcharge and commercial adjustment is recorded on the deal, with its impact on price and margin calculated instantly. Approvers see exactly what changed, why it changed, and whether the deal still meets your commercial guardrails.
See cost, price and margin at every level
Set a target price and margin on any deal and watch both move as scope changes. Pre-approved margin ranges on every rate card mean deals inside the guardrails move fast, and deals outside them get a conversation before they get a signature.
Approve every deal with confidence
Request approval by email. Every approver sees an automated commercial assessment showing margin, library coverage and drift before approving in one click. Guests read and review, editors build and submit, managers approve, progress and close.
Version every deal, preview every change
Approved deals become read-only, with every revision versioned and fully auditable. Automatic versioning tracks cost, price and margin across revisions, so you can preview the commercial impact of updated pricing before it touches a live deal.
Understand commercial drift
See how every deal builds on proven work, where it has changed, and which improvements deserve to become the new standard.
Bring your toughest deal.
See how scope, margin, capacity and revenue change before the deal is signed.
14-day trial. No credit card required.