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️ ️ Speed & Automation

• Instant Statement Analysis – ~80% of statements are analyzed in seconds.
• Quick Quotes – No statement? Get a proposal in seconds with just 3 data points.
• Export Proposals in Seconds – Branded, professional proposals generated instantly.
• Ready-to-Close on iPad – Upload and close deals on the spot.

 Customization & Flexibility

• Custom Everything – Your fees, pricing models (IC+, flat, cash discount, surcharge, tiered), and buy rates.
• Your Templates – Keep using your Excel pricing models, with data auto-filled.
• Segment & Personalize – Custom pricing, commissions, and proposals per segment.

 Profit & Margin Control

• Estimated Residuals – Know how much you’ll earn from each opportunity, instantly.
• Profitability Assured – Understand and control your profit margins on every deal.
• Guardrails – Set minimum/target margins to avoid pricing below cost.

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