GUARDRAILS

Keep Sales Reps on Track

Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals.

Customize limitations for reps

Customer guardrails, such as required field on eSignature

Create required fields like payment terms and billing email

Pre-approved terms to use and edit within templates

CUSTOMIZABLE AGREEMENT TEMPLATES

Standardized Templates for Reps to Customize

The building blocks to craft the perfect templates for reps to customize within guardrails that you set.

Create standardized templates for reps to use

Customizable to fit the unique needs of any deal

Support for any kind of sales agreement

Pre-approved SKU and term blocks for reps to add to deals

APPROVAL WORKFLOWS

Set rules for instant approvals and configure rules to route proposals to the right teams at the right time.

Set auto-approval rules for standard deals

Custom "if this, then that" workflows to route approval requests

Route approvals to individuals or groups based on set rules

Approval blocks when approvals for individual sections are required

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