Ideal For:
— New Businesses
— Under 5 in go-to-market
Ideal For:
— Executive control over discounting
— Standardizing your contract process
— Above 5 in go-to-market
Ideal For:
— Scaling and/or Global Sales
— Dedicated Deal Desk
— Need for Financial Controls.
— Above 25 in go-to-market
Taskbox
Collaboration
Roles & Permissions
Teams: Up to 2
Users: Up to 5
Taskbox
Collaboration
Roles & Permissions
Teams: Unlimited
25 free collaborators
Access to unlimited developers
Taskbox
Collaboration
Roles & Permissions
Teams: Unlimited
Access to unlimited collaborators
Access to unlimited developers
Up to 5
All Types available
Unlimited
All Types available
Unlimited
All Types available
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Early Renewals
Dynamic Pricing
Product Permissions
Non-recurring pricing
Usage based pricing
Subscription pricing
Automated Renewals
Expansion Support
Early Renewals
Dynamic Pricing
Product Permissions
Workflows: Up to 3
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Workflows: Up to 25
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Sequential Approvals
Counter Signer Automation
Document Workflows
Workflows: Unlimited
Fallback Approval
Auto-Approval
Team Based Workflows
Approval Topics
Sequential Approvals
Counter Signer Automation
Document Workflows
AI Workflows
Presubmit Validation
Functions Workflows
RevOps E-Signature: Unlimited
Limited PDF Downloads
DocuSign Integration
RevOps E-Signature: Unlimited
Unlimited PDF Downloads
DocuSign Integration
Word Export
RevOps E-Signature: Unlimited
Unlimited PDF Downloads
DocuSign Integration
Word Export
Document Storage: 3 per month
Document Storage: 365 total
Additional Storage available
Document Storage: 1000 total
Additional Storage available
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs & Error Notifications
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs & Error Notifications
CRM PDF Sync
Line Item import/export
Custom Mappings
Native HubSpot Support
Native Salesforce Object Support
Sync Logs and Error Notifications
CRM PDF Sync
Business Profiles: 1
Business Profiles: Up to 3
Customize Branding
SSO
Business Profiles: Unlimited
Customize Branding
SSO
Custom Data Processing Agreement
Email Support
Premium Support
Implementation Services
Professional Services
Premium Support
Implementation Services
Professional Services