Automate Contract Management for Seamless Customer Experience
Effortless Contract Renewals
Simplify renewals by securely storing customer payment details and automatically charging their preferred payment method at renewal time.
Seamless Invoicing
Automate the entire invoicing process—from creation to validation and payment processing—ensuring accounting accuracy and operational efficiency.
Customer Feedback Automation
Automate the entire invoicing process—from creation to validation and payment processing—ensuring accounting accuracy and operational efficiency.
Efficient Tax Handling
Streamline tax management with real-time automation tailored to your company's location and tax settings.
Automatic Contract Generation
Simplify the workflow from quotation to subscription by automatically generating contracts upon confirmation of recurring product orders.
Enhanced Customer Experience
Simplified Signups
Send secure quotations directly to customers via a URL, enabling them to confirm orders online without needing to log in.
User-Friendly Customer Portal
Provide customers with access to all their documents and contract details through an easy-to-navigate online portal.
Transparent Overview
Offer customers a clear view of their contract details, including payment information and upcoming invoice dates.
Flexible Customer Editing
Allow customers to update their contact information and adjust their subscription contracts to suit their preferences.
Convenient Payment Options
Provide the convenience of saved payment methods for automatic processing, with invoices delivered via email.
Self-Service Contract Management
Empower customers to close contracts independently and provide reasons for closure, promoting transparency and control.
Reliable Data Storage
Maintain data integrity and security with robust storage solutions that protect information even if payments fail.
Flexible Master Data
Create multi-level Bills of Materials
Efficiently manage product components by creating sub-assemblies within larger Bills of Materials.
Optional routing
Customize work order routings to sequence production according to your manufacturing processes.
Version changes
Facilitate product evolution by customizing orders with configurable options.
Kits
Use the Kit feature to offer products delivered as component sets ready for assembly.
Comprehensive Analytics and Forecasting
Insightful Revenue Analysis
Gain insights into revenue trends, including new, churned, expanded, and net new Monthly Recurring Revenue (MRR).
Predictive Growth Analysis
Forecast annual MRR and contract growth to guide strategic decisions and goal-setting.
Churn Rate Monitoring
Track and analyze customer churn rates to identify patterns and reduce subscription losses.
Robust KPI Tracking
Monitor key performance indicators such as revenue churn, average revenue per contract, and customer retention rates to optimize business outcomes.
Empower Your Sales Team
Unified Sales Processes
Manage one-time sales and subscriptions seamlessly, streamlining processes to maximize revenue.
Online Payment Integration
Enhance convenience by allowing customers to confirm orders online using e-signatures and integrated payment methods.
Customizable Quotation Templates
Streamline sales workflows with customizable contract templates designed for your most common scenarios.
Flexible Billing Options
Configure pricing, discounts, and recurrence periods to meet diverse customer needs and preferences.
Proactive Health Monitoring
Set conditions to identify subscriptions in good health and those needing attention, enabling proactive management.
Automated Alerts and Actions
Trigger customized alerts and activities based on predefined criteria, ensuring timely responses and proactive customer engagement.
Enhanced Customer Control
Provide customers with varying access rights to manage their subscriptions online, fostering transparency and autonomy.
Seamless Online Sales Integration
Offer subscriptions directly on your website, providing customers with a convenient and intuitive purchasing experience.