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Ready-Made Templates & Easily Configurable Blocks

Choose from any of our amazing proposal templates to get started or create your own!

7 templates available

Annual Agreement with Professional Services

For sales agreements with annual subscription products and one-time service fees

Features

Annual SKU

One-Time Fee SKU

Active User Subscription with True Up

For sales agreements with monthly active user subscriptions with active user overage fees

Features

Monthly SKU

Metered Usage SKU

Annual Agreement with Entitlements

Sales agreements for products with entitlements

Features

Entitlements

Annual SKU

Features-Based Pricing

For sales agreements with multiple products sold as add-ons or modules

Features

Annual SKU

Monthly SKU

One-Time Fee SKU

Multi-Year Agreement

Multi-Year sales agreement where pricing and quantity sold can be adjusted on a per annual basis

Features

Schedule SKU

Annual Pricing with Pilot Period

For sales agreements which include a shorter pilot, proof-of-concept, or trial period

Features

Schedule SKU

Usage Based Pricing

For sales agreements where products are priced based on customer usage

Features

Pre-Paid Usage SKU

Metered Usage SKU

Preview

Annual Agreement with Professional Services

This template gets you started with creating sales order forms for products sold as an annual subscription and a one time professional service offering.

Features

Annual SKU. For products with a Annual List Price.

One-Time Fee SKU. For products sold as a one-time cost.

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Modern-quote-to cash for Revenue Operators. Create deal rooms, proposals, CPQ, billing, and e-signature.

Ready-Made Templates & Easily Configurable Blocks

Annual Agreement with Professional Services

Active User Subscription with True Up

Annual Agreement with Entitlements

Features-Based Pricing

Multi-Year Agreement

Annual Pricing with Pilot Period

Usage Based Pricing

Annual Agreement with Professional Services

Company

Resources

Partners