MavenOSSales and Contracts
Quote From Your Own Prices.
Inquiries, deals, quotes and contracts in one line, from first hello to signed and invoiced. A profit line on every quote is planned.
Your Pipeline, in Plain English.
What Most Tools Show
- Weighted pipeline48,200.00
- Stage age: Proposal6d
- Envelope statusPending
- Renewal notice30d
What MavenOS Says
- Three deals are likely to close, worth about 48,200 dollars.
- Pellucid Coffee has had your proposal for 6 days.
- Marlow Architects hasn't signed yet.
- Marlow Architects' contract renews in 30 days. Time to decide?
Deals
Every Deal, From First Hello to Signed.
Inquiries from your site and inbox become deals, with the company, the people and every note in one place. Each one shows its next step and how long it's been waiting.
- Clear stages from first contact to won or lost.
- Deals with no movement for 30 days are counted as stalled.
- Won or lost in one tap, with the reason kept.
Quotes
Build the Quote From Your Own Prices.
Build a quote from the products and packages you saved, with quantities and a discount, and the total updates as you go. A profit line, and a warning when a quote keeps less than you usually do, are planned.
- Products and packages saved once, used everywhere.
- Quantities and a discount add up to the total.
- Clients see the quote in their portal and accept it.
Ready to Send
Drafts That Wait for a Person.
Follow-ups, thank-yous and reminders MavenOS drafts sit in one list until someone reads and sends them. Nothing goes to a client on its own.
- Edit any draft before it goes.
- See why each draft was written.
- Send or skip in one tap.
Contracts
Contracts That Remind You.
Send agreements for signature, keep each one with its dates, and hear about a renewal or notice deadline while there's still time to act.
- Agreement templates registered for your workspace.
- See who has signed and who hasn't.
- Reminders before renewals and notice dates.
Sales Reports
Know Where Your Pipeline Stands.
Your open pipeline by stage, deals won and lost each month, and how many have gone quiet. Stage times, lost reasons and package wins are planned.
- Open deals and their value, stage by stage.
- Deals won and lost, month by month.
- How many deals have stalled.
Yes. Contracts go out for signature by email, and the signed copy is kept with the client.
No. Anything MavenOS drafts waits in Ready to Send until a person sends it.
Yes. Templates registered for your workspace appear when you send an agreement, with their fields ready to fill in.
The client is set up, ready for the project and its first invoice, so nothing is typed twice.
Your website form and your inbox. Each one lands in Sales with the person and company attached.
More of MavenOS.
All 13 ToolsRun the Business. Not the Spreadsheets.
We're letting businesses in a few at a time. Tell us a little about yours and we'll be in touch.