Sales & Procurement workflows
Quote-to-contract and purchase-order pipelines that brand and lock every document. Each one runs as a licensed, on-premise pipeline — and every tool inside it is free to try on the public site.
Turn a quote into a signed contract
Go from a priced quote to a proposal to a signed agreement, all in one flow.
Business license4 steps · 3 free to try
Make and approve a purchase order
Make a purchase order, attach the supporting paperwork, and lock the approved file.
Business license4 steps · 3 free to try
Brand and send a sales proposal
Make a branded, watermarked proposal that's small enough to email and locked after it goes out.
Team license4 steps · 3 free to try
Bring these workflows on-premise
License the Sales & Procurement bundle and run every workflow inside your own network.