Automated contract management

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.


Attach an email template to a stage to get customers' feedback about services.

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.

Customer satisfaction

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.

Analytics and forecasts

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.

Customer churn analysis

Track the reason why you lose customers.

KPI tracking

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

Cohort analysis

Track your customer retention rate with customizable cohort analysis.

Sales performance analysis

Analyze per Salesperson

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

Sales life made easier

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.

Health check

Set up conditions on each subscription template in order to differentiate your subscriptions in good health or in bad health.

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.


Trigger customizable alerts (send emails, schedule an activity, update the subscription) as soon as a subscription raises one of your preset red flags.