Smarter, Faster Decision Making
Create a scalable process with guardrails, templates, approval workflows, and more.
Keep Sales Reps on Track
Set your reps up for success by enabling flexibility while providing the necessary guardrails to structuring deals.
- Customize limitations for reps
- Customer guardrails, such as required field on eSignature
- Create required fields like payment terms and billing email
- Pre-approved terms to use and edit within templates
Standardized Templates for Reps to Customize
The building blocks to craft the perfect templates for reps to customize within guardrails that you set.
- Create standardized templates for reps to use
- Customizable to fit the unique needs of any deal
- Support for any kind of sales agreement
- Pre-approved SKU and term blocks for reps to add to deals
A Powerful Decision Engine for Deal Approvals
Set rules for instant approvals and configure rules to route proposals to the right teams at the right time.
- Set auto-approval rules for standard deals
- Custom "if this, then that" workflows to route approval requests
- Route approvals to individuals or groups based on set rules
- Approval blocks when approvals for individual sections are required
How Muck Rack Decreased Contract Errors By Nearly 100%
Learn how Muck Rack leveraged automation to cut out manual errors and save 2-3 hours a day