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Share tools quickly and confidently in minutes
01.

Share tools quickly and confidently in minutes

This powerfull tool eliminates the need to leave Salesforce to get things done as I can create a custom proposal with dynamic pricing tables. You can also customize your own dynamic versions.

“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.”

Mark Zellers
Mark Zellers
Director of Human Resources.
Connect every part of your entire business
02.

Connect every part of your entire business

Keep data consistent, with native CRM integrations that streamline your entire Tool workflow.

See all integrations

“I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes.”

Matt Henderson
Matt Henderson
Client Success Manager
Maintain compliance and control your apps
03.

Maintain compliance and control your apps

Improve security and trust with built-in legally binding e-Signatures. Create pre-approved templates, content blocks and lock all legal information to prevent costly mistakes.

“This powerfull tool eliminates the need to leave Salesforce to get things done.”

Natalia Larsson
Natalia Larsson
Director of Sales Operations
Review quickly and confidently
04.

Review quickly and confidently

Get real-time access to approvals, comments and version tracking. Smart features like variables and conditional logic help you eliminate Tool errors.

“We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers than comply with this regulation.”

Sarah Edrissi
Sarah Edrissi
Lead Marketing

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Proposals

Share Tools in minutes with pre-built, customizable templates.

Quotes

Find out in real time when they’re opened, viewed and signed.

Contracts

Use our native CRM integrations to pull customer data into your Tools fast.

eSignatures

Keep your data secure with our legally-binding e-Signature software.

Forms

Share via direct link or by embedding them on your website, no coding necessary.

Payments

Collect them instantly right from your contract, while increasing your close rate by 36%.

Simple, scalable pricing.

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Essentials

For creating impressive tools that generate results.

$19 USD
Seat per month, 2 seats max
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Key features:
Real-time tracking and notifications
Real-time analytics
Drag and drop templates
Project Management
24/7 email and chat support
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Business

For seamless integrations and sending tools in bulk.

$49 USD
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Everything in Essentials, plus:
CRM and Zapier integrations
CContent reporting
Unlimited team workspaces
Approval workflows
Salesforce integration*
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Enterprise

For large companies with complex Tool workflows.

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Per‑seat or per‑tool pricing
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Everything in Business, plus:
Unlimited files uploads
Real-time tracking and notifications
User performance
SSO support and custom user roles
Bulk send & Forms*

Prices exclude any applicable taxes.

What clients said:

Mark Zellers
André Garcia
Matt Henderson

“Most of our time used to be taken up by administrative work whereas now we can focus on building out programs to help our employees.
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Mark Zellers
Director of Human Resources.

“I can create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes and looks fantastic.
Dolor sit amet consectetur adipisicing elit. Quas nisi consectetur adipisci eaque. Porro, atque.”

André Garcia
Client Success Manager

“This powerfull tool eliminates the need to leave Salesforce to get things done,
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Tempore pariatur dignissimos coming for great tool of repellat quae a eaque culpa iusto fugit.”

Matt Henderson
Director of Sales Operations
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