Automatic creation of clear contracts 

Confirm a quotation with recurring products and the contract is created with the correct settings and products. 

Automatic customer invoicing 

Speed up the invoicing process by automating it after easily setting up your customers’ data. Accounting is automatically up-to-date, including invoice creation, validation, and payment encoding. 

Automatic tax handling 

Taxes are managed automatically in real time based on your settings for regions and rates. 

Automatic payments 

Ongoing payments are dealt with automatically.  

Easy signups 

Send sales orders and contract management page directly to customers through secured URL access.  

No login required 

No need to log in or even to create an account on your website to browse contracts and quotations.

User-friendly customer portal 

Give access to customers to all their data at a glance and in detail: running contracts; interactive quotes allowing customers to get in touch with the salesperson; orders; and invoices (pdf format).

Customers editing option

Let customers modify contact details, and fine-tune access rights to contract options as well. Display extra options customers can simply add or remove from the contract.

Clear overview 

Let customers browse through all the details of their online contract: invoice address; recurrence; next invoice date; plan; options; payment. 

Easy payment and customer invoicing 

Let customers access automatic payments upon credit card registration and receive invoices by email automatically. 

Contracts closable by customer 

Customers can close the contract themselves and provide a reason for their decision.

No data lost, ever

Information is safely stored, even when a payment doesn’t go through.

Monthly Recurring Revenue 

New, Churned, Expansion, Down and Net New MRR. Automatic recognition of revenues as they incur.

Understand your business’ growth 

Forecasted annual MRR growth and forecasted annual contracts growth.

KPI tracking 

Net and Non-recurring revenue, Average revenue per contract, Annual run-rate, Lifetime value, Logo churn, Revenue churn and Contracts.

Analyze per Salesperson 

Examine each sales team member’s impact on your MRR for New, Churned, Expansion, Down and Net New MRR per Salesperson.

Create templates 

Save time by creating and use contract templates for your most frequent scenarios. 

Set up billing scenario 

Supports price lists, discounts and units of measure.  

Manage customer access 

Self-subscription & management from the customer portal (grant different access rights to your users: restricted, upgrade only, upgrade and downgrade), define service options and setup fees.