MSA Manager
Know exactly which clients have signed terms and which don't. Pull your full client base directly from your PSA, see your coverage at a glance, and send agreements to everyone missing one in minutes. Every signed MSA stored, searchable, and auditable in one place.
Renewals Dashboard
Every contract, every end date, every renewal - one live view. See the status of your entire contract portfolio at a glance, pull the details you need without hunting through folders, and renew with a few clicks. Automated reminders trigger off end dates so nothing slips through.
Template Builder
Create polished, fully branded agreements using our OnlyOffice in- browser editor, create forms for the User or Customer to quickly populate a contract start to finish.
Policy Management
Turn compliance into a service your clients will pay for. Package and deliver policy documents - acceptable use, data processing, privacy - directly to your clients' end users.
Pricing and CPI
Pull Products and Services directly from your catalogue in the PSA. Create bundles for tiered Managed Services, add CPI automations so price increases are done for you.
Automations and Workflow
Automate how quotes are synced onto Agreements, Opportunity creation and updates, contract creation, reminders, approval rules + more,

Giving you real-time oversight of all agreements and risk exposure.
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