Trusted by scaling SaaS teams to eliminate revenue leakage.
The problem
Is your Quote-to-Revenue stack breaking your growth?
At $10M+ ARR, the manual workflows that got you here start actively losing you money.
Quoting take hours or days.
You're losing winnable deals to faster competitors. CRM, billing, and GL show three different revenue numbers.
Deal desk runs on Slack.
Custom contracts lack a clause library. Legal is the bottleneck on every enterprise deal.
Enterprise deals on PLG infrastructure.
You're trying to close $100K contracts using native CRM quotes and manual invoices.
The Solution
The Quote-to-Revenue Architecture
We architect and build the operational spine from opportunity-ready through billed and recognized revenue.
Quoting
Product catalog, pricing rules, and bundle logic. Reps generate accurate quotes in minutes.
Deal Desk
Approval workflows, discount governance, and margin visibility. Every non-standard deal follows a clear path.
DocGen + eSign
Clause libraries, template governance, and automated generation. Contracts move at the speed of the deal.
Handoffs
Sales to CS & Delivery with full context of what was promised. Sales to Finance with exact terms for billing and recognition.
Integrations
End-to-end data flow across every system in the revenue process. One source of truth from quote to recognized revenue.
Agents
AI automation across every stage of the Q2R process. Deployable once the data architecture is defined, processes are documented, and systems are integrated.
Services
Quote-to-Revenue systems.
Fixed scope. Fixed fee. Tailored to your stage.
Quote-to-Cash Rebuild
Delivered in 8 weeks
Clean your product catalog, automate quoting, deploy DocGen, and wire billing to GL. One revenue number across CRM, billing, and finance.
Best for
Multi-product catalogs or usage-based pricing
$15-35M ARR
Deal Desk & Contracts Rebuild
Delivered in 8 weeks
Build a clause library, deal desk workflow, contract management, and handoff architecture. Enterprise deals close in weeks with structured governance.
Best for
Complex enterprise contracting or regulated verticals
$20-40M ARR
Enterprise Sales Foundation
Delivered in 6 weeks
Build your first enterprise quoting path, deal desk, customer handoff, and unified billing alongside your self-serve motion.
Best for
PLG companies adding enterprise sales
$8-20M ARR
How it works
From Audit to Adoption in 8 Weeks
Every engagement follows the same proven structure. Fixed scope, fixed fee, no surprises.
Week 1 · Free
Deep-Dive Audit
We map your current quote-to-revenue process end to end. Every tool, every handoff, every workaround. You walk away with a written roadmap that shows exactly what to fix, in what order, and why it matters.
Written roadmap delivered whether or not you continue.
Weeks 2-7
Build in Stages
Implementation happens in weekly stages. Your team sees working systems every week and gives direct feedback. Stakeholders and end-users are part of the process so we build what people will actually use.
Weekly demos. Real feedback. No building in a black box.
Week 8
Enablement and Go-Live
Your team gets hands-on training before anything goes live. We build runbooks, record walkthroughs, and make sure the people using these systems every day are confident and ready. Then we deploy together.
Training, documentation, and supported deployment.
Post-Launch
30-Day Warranty
After go-live, we stay on for 30 days. Any bugs, configuration issues, or adoption questions are handled at no extra cost. You get a direct line to the same person who built it.
Breakfixes and support included for 30 days after launch.