GTM journeys & quotes
Journeys turn a prospect list into closed business on autopilot. Enroll a prospect and the journey worker runs every stage — an outreach cadence, onboarding, a priced multi-product quote, nudges to sign, and provisioning the moment the offer is accepted — tracking exactly where each prospect stands.
Outreach, quoting, and fulfilment live in three tools that never talk
A sequencer sends the emails, a spreadsheet prices the offer, an e-sign tool chases the signature, and someone remembers to set the account up afterwards. Prospects stall between the gaps, and nobody can say which stage any of them is really in.
The flow, end to end
Define
Write the cadence, pick an offer strategy, and set the template lines your offer starts from.
Enroll
Add prospects; each becomes one enrollment the worker tracks across every stage.
Offer
The journey prices and sends a quote, then nudges until it's signed — or a rep steps in.
Provision
On accept, each quote line provisions into the product and the enrollment lands on won.
What's in the box
Funnel orchestrator
Reach out → onboard → offer → sign → provision → won or lost, driven forward on timers and observed state.
Outreach cadence
A sequence of emails, each with its own delay, sent until the prospect engages or the journey exits.
Three offer strategies
Send a fixed offer template, let AI compose the offer, or hand it to a rep to draft — per journey.
Multi-product quotes (CPQ)
Bundle several products into one priced offer — seat, credit, usage, flat, or wholesale plans, with per-line and quote-level discounts.
Quote → document → sign
Sending a quote materializes a commercial document on the customer, using the same send-and-sign machinery as contracts.
Provision on accept
Accepting a quote fans each line out into a provision to the vendor's product — no hand-off, no ticket.
A journey follows the customer, not a pile of disconnected tasks
Every journey is anchored on a customer record: it enters as a lead and leaves active, with a signed and provisioned offer attached. Because outreach, quoting, signing, and provisioning all hang off the same subject, the board always shows exactly which stage each prospect is in — and why.
- ✓Seven stages: reach out, onboard, offer, sign, provision, won, lost
- ✓A timeline of every step the worker took on each enrollment
- ✓Leased, retry-safe processing — an enrollment is never stuck mid-step
One pricing engine for the live preview and the final total
Quotes bundle multiple products, each pinned to one of its plans with the inputs that plan needs — seats, credits, a usage estimate. The pricing math is shared by the server and the builder, so what a rep sees while editing is exactly what the customer is sent. Money is kept in integer minor units, in a single currency per quote.
- ✓Five billing models: credit, seat, usage, flat, wholesale
- ✓Per-line and quote-level discounts in basis points
- ✓Draft, sent, accepted, declined, and expired — tracked per quote
Vendor integration & provisioning
Partners hand out credits, seats, plans, or features — your product receives signed, typed provisions.
Learn moreContent & legal OS
One library for sales content and contracts — templates, e-signature, renewals, and PDF, HTML, or PPTX export.
Learn moreAI assistant & agents
One chat that plans, delegates to a team of agents, and does the work — pausing for approval when it matters.
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