Quote from what you actually signed. Clausey reads every customer agreement and price book, flags a quote that breaks your pricing rules before it goes out, and tells you which accounts are ready to expand.
The discount floor, the price-book version, what this customer already pays — in a rep’s head or last year’s deck.
Deal desk re-reads the same MSA to answer the same question: what did we agree to last time?
Usage caps, tier thresholds, and term dates sit in PDFs nobody opens until the customer calls to cancel.
Unit prices, discounts, caps, and term lengths pulled from signed agreements and order forms into one queryable table, each value cited to the page.
Discount floors, approval thresholds, and non-standard terms checked deterministically on every draft quote — the deviation flagged, the approver routed.
“What does Acme pay per seat, and when does their term end?” — answered in seconds with the order form cited.
Workflows watch term dates and usage thresholds and open a task for the account owner ninety days out, with the reminder sent automatically.
Bring a handful — last quarter’s quotes, three customer agreements, your price book. Watch them become tracked renewals, enforced pricing rules, and cited answers.
Clausey