Quotes grounded in realistic effort
Connect the quote with estimated resources and costs before making the commitment.
Track: quote turnaround and estimated margin
See the capabilitiesFor IT & communications
Keep projects, services and recurring revenue in the same picture
Connect consultative selling with resource estimates and revenue plans. Manage product and service quotes, commercial stages and recurring billing.
SalesOS / IT & C
- 01Target account
- 02Technical qualification
- 03Combined quote
- 04Capacity & handoff
- 05Recurring revenue
Where context gets lost
A customer relationship your whole team understands
The proposal promises a team that delivery has to find. Contract changes reach finance too late.
How it connects in SalesOS
Resource estimates and billing instructions stay connected to the opportunity and its annexes.
Workflow example
Here’s how your next opportunity could move forward
A software implementation with an initial phase and monthly services. The quote and billing plan reflect the commercial structure, with capacity visible before closing.
- 01
Target account
- 02
Technical qualification
- 03
Combined quote
- 04
Capacity & handoff
- 05
Recurring revenue
Illustrative scenario, without results or data attributed to a customer.
What we can improve together
More clarity in the decisions that move your business
Start with the way you work today and choose the measures that matter for the first implementation phase.
Handoffs your team can rely on
Keep customer context when an opportunity moves to the delivery team.
Track: estimated workload and handoff tasks
See the capabilitiesRevenue that’s easier to follow
Connect commercial terms with the billing plan and collections.
Track: planned, invoiced and collected
See the capabilitiesFeatures
The right tools for the way you work
01 / SalesOS
Targets & pipeline generation
Turn commercial targets into a portfolio of relevant companies, entry points and next steps.
- Sales targets, teams and individual contributions
- Ideal customer profiles, target accounts and prioritization
- AI research and enrichment with sources and budget caps
- Candidate review and import into the pipeline
In the context of your teamCapability illustration
02 / SalesOS
Quotes & commercial agreement
Build quotes around services, products and negotiated terms.
- Product and service catalog, pricing and discounts
- Branded quotes, versions and approval
- Secure sharing and online acceptance
- Contract documents, annexes and billing instructions
In the context of your teamCapability illustration
03 / SalesOS
Delivery, capacity & margin
Connect commercial commitments with required resources and financial impact.
- Resource and cost estimates per opportunity
- Capacity forecasting and workload visibility
- Delivery handoffs and operational tasks
- Margin and resource utilization analysis
In the context of your teamCapability illustration
04 / SalesOS
Billing & collections
Track what is planned, invoiced and paid, starting from the same opportunity.
- Recurring, milestone and instalment billing plans
- Contractual instructions and annex-driven schedule updates
- Keez and SmartBill invoicing connectors
- Reconciliation, due dates, receivables and multi-currency reporting
In the context of your teamCapability illustration
Implementation
Start where a change will make the biggest difference
In a scoped 2–4 week plan: validate the data, configure the flow, train users and verify the outcome together.
See how we implementThe next step
Your team sells better when it can see the whole picture
Start with a demo. Continue with your processes, data and goals.