SaaS
Close sales-led deals without a six-tool stack
Your self-serve funnel handles small deals. But enterprise prospects need proposals, pricing discussions, procurement alignment, and contracts. IntoPact handles the rest.
The challenge
Sound familiar?
Enterprise deals stall in procurement
Your champion is excited, but procurement needs a formal proposal, security review, and pricing comparison. You’re chasing updates over email.
Custom pricing is a manual process
Enterprise pricing with annual vs. monthly, volume discounts, and custom terms means spreadsheets and back-and-forth with finance.
Contract and invoicing are disconnected from the deal
The AE closes in the CRM, then ops re-enters terms into the contract tool and billing system. Three people touch the same data.
Capabilities
What changes when the workflow is connected
Deal rooms for enterprise sales
Give every enterprise deal a dedicated space. Security docs, product specs, pricing, and terms — all in one URL the buyer’s team can access.
Flexible pricing configuration
Annual vs. monthly, volume tiers, custom net days. The prospect picks from your approved options and the price calculates live.
Contract from acceptance
When the prospect accepts, create the subscription contract with terms pre-filled from the deal. No ops handoff needed.
Subscription invoicing
Monthly or annual invoicing from the contract terms. Track payments and renewals from one dashboard.
Example workflow
A SaaS company closes an enterprise deal
- 1
Enterprise lead requests a demo through the campaign landing page
- 2
Deal room generates with product overview, security documentation, and pricing options
- 3
AE qualifies the opportunity with discovery prompts — AI summarizes the use case
- 4
Prospect shares the deal room with their IT, procurement, and finance teams
- 5
Procurement reviews security docs and pricing in the deal room
- 6
Prospect selects annual billing with volume discount and accepts
- 7
Create the subscription contract with terms pre-filled — annual invoice milestones populate automatically
- 8
Contract expiration alerts notify you 30 days before renewal is due
From “Contact Sales” to cash. One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.