Proposals, Pricing, and Deal Review — In One Place
RFP intake, proposal workspace, response library, pricing approval, and deal desk review — the cross-functional layer between Sales and Legal, Finance, and Security.
The work, on one page.
RFP Intake & Proposal Workspace
Capture RFPs and draft responses from a shared response library.
Pricing Approval
Route non-standard pricing and commercial exceptions for sign-off.
Deal Desk Review
Legal, finance, and security routing for deals that need governance.
Customer Packet & Contract Handoff
Generate the final packet and hand off cleanly to contract execution.
The motion underneath.
Built for deal desk, sales, legal, and finance reviewers.
A proposal needs a pricing exception and legal review before submission.
RFP intake captured
Capture the request, response deadline, customer requirements, and opportunity context.
Proposal drafted
Draft the response from approved material and identify statements or terms that need review.
Pricing & deal desk review
Route pricing and commercial exceptions to the responsible approvers with the decision context.
Submitted → contract handoff
Assemble the approved customer packet and preserve the version handed to contract execution.
Keep the commercial decision in the packet
Carry approved pricing, terms, reviewers, and document versions into the customer response and contract handoff.