Configure complex deals in minutes, not days
Build quotes for any shape of deal — one-time products, subscriptions, multi-year ramps, staffed professional services engagements, or all of the above on the same quote. Everything recalculates live, nothing has to live in a spreadsheet.
🧱 Multi-line Quote Builder
Products, subscriptions, usage, and professional services resources on a single quote. Grand total and margin recompute as you type.
🧩 Bundle Configurator
Dependency rules auto-show and hide options based on earlier selections. Ideal for manufacturers, SaaS with feature packs, and service firms with deliverable mixes.
📋 Scoping Workbooks
Capture sizing assumptions — number of users, locations, integrations, data volume — then auto-map those into hours, resources, and deliverables on the quote.
📄 Branded PDF Proposals
Company logo, executive summary, phase breakdowns, line items, terms, signature block — generated in one click from the live quote. No copy-paste.
📑 SOW Builder & Clause Library
Reusable SOW templates with conditional clauses (HIPAA, Pro-Serv, SaaS, data processing). Mix and match clauses per quote without rebuilding from scratch.
🔁 Versioning, Clone & Renewals
Clone any quote as the starting point for a new deal. Renewal dashboard surfaces upcoming contract ends and auto-generates renewal quotes from the original.
A real pricing engine — not a discount field
Pricing rules that actually fire. Volume brackets, customer-specific contracts, multi-year ramps, margin floors — configured once, applied automatically every time the rep builds a quote.
📊 Volume & Tier Pricing
Bracket pricing (first 1,000 at $X, next 9,000 at $Y). Block pricing for packaged quantities. Rules stack so combos just work.
🎯 Customer-Specific Pricing
Contract rates that only apply to a specific account. No more "let me check the price list for Acme" — the quote always knows.
📈 Multi-Year Ramps
Subscription quantity + price + discount growing per year over a 2, 3, or 5-year term. Total contract value computes automatically.
🛡️ Margin Guardrails
Set a target margin per product or quote. Flag any line that breaches it. Gate the submit button behind approval when margin drops too low.
% Line & Quote Discounts
Apply percentage or dollar-amount discounts to individual lines, groups, or the whole quote. Stacking logic handles combo rules cleanly.
🏷️ Price Updater
Bulk-update prices across the catalog by percentage or fixed amount. Preview the impact before committing — no rogue price changes.
AI that actually ships quotes
Claude is built into Billable CPQ as a first-class quoting tool — not a chatbot bolted on. Describe the deal in plain English, and the AI configures every line, price, ramp, and discount.
🤖 Claude Quote Generation
"Add the Enterprise bundle for 50 users over 3 years with a 10% ramp discount." Claude configures the whole quote, saves it, and lands you on the summary view.
🔑 Bring Your Own Key (BYOK)
You pay Anthropic directly for AI usage. Zero markup from Billable. Your Anthropic key, your data, your control. Never stored in plaintext.
🧭 Guided Selling Wizard
Step-by-step interview that walks reps through product selection, dependency rules, and pricing tiers. The newest rep quotes like your best one.
⚡ Auto-Save & Navigate
When Claude finalizes a quote, it saves and drops you on the Products tab of the Quote Detail automatically. No "did it save?" moments.
🔒 Context-Aware Guardrails
Claude operates inside your pricing rules and margin floors. It won't generate a quote that violates your approval policies — it just flags them.
🎓 Activity Trail AI audit
Every Claude-driven change is logged alongside manual edits. Full audit trail of who (or what) changed what, when — reps, managers, AI.
Lives where your team already works
Native two-way sync with the CRMs your sales team uses. Push quotes into Salesforce and HubSpot. Pull accounts, contacts, and products back. No double-entry, no stale records.
☁️ Salesforce — Two-Way Sync
OAuth-based integration via External Client App. Push quotes to Opportunities as Quote + QuoteLineItem records. Pull accounts, contacts, products, and pricebooks.
🧡 HubSpot Sync Coming soon
Two-way HubSpot integration. Quotes push to Deals. Deals pull contacts and line items. Auto-update deal stage when a quote is accepted. Not shipping in v1.0.
✍️ DocuSign Coming soon
Send branded PDF quotes for signature directly from the Quote Detail. Status updates flow back — sent, viewed, signed. Not shipping in v1.0; in-app signature pad available today as the e-sign path.
📤 Salesforce Quick Action
"Create Billable Quote" button installed via managed package. Opens Billable pre-loaded with the Opportunity's context — account, products, pricebook.
📥 CSV Data Loader
Bulk-import products, accounts, contacts, and price lists from CSV. Column mapping, error preview, and rollback on failure.
📧 Transactional Email
Send quotes and renewal reminders to customers directly from the app. Branded sender domain support via SPF/DKIM.
Closed deals don't fall off a cliff
Billable CPQ isn't just quoting — it carries through to project execution. Staffing plans, resource grids, timesheets, utilization, and budget vs. actuals, all linked to the quote that won the deal.
🏢 Engagements
The deal-level hub: account, opportunity, primary quote, alternative quotes, staffing. One place to answer "what's the status of the Acme deal?"
👥 Resource Staffing Plans
Pull from your resource catalog. Set hours per week per person. Assign to phases. Auto-computes cost, revenue, and margin — per resource and per phase.
📅 Weekly Staffing Grid
Week-by-week allocation view for multi-phase engagements. Override hours per week per resource. See utilization at a glance.
🗓️ Phase-Based Breakdowns
Analysis, Design, Build, Test, Deploy, Hypercare — or whatever your delivery methodology looks like. Fully customizable phase library.
⏱️ Timesheets
Resources log time against projects. Auto-populate from the original staffing plan. Approval workflow before time rolls to invoice.
📊 Utilization Dashboard
See which resources are over-allocated, under-allocated, or at capacity. Forecast the next 4, 8, or 12 weeks. Catch bench risk before it happens.
💼 Projects — Budget vs. Actuals
Accepted quotes become projects with target hours, cost, and margin. Actuals roll up from timesheets. Variance reporting in one view.
🔄 Renewals Dashboard
Upcoming contract ends surfaced 90, 60, and 30 days out. Auto-generate renewal quotes with smart increase logic.
Quote → Contract → Invoice, unbroken
Turn accepted quotes into invoices in a click. Handle one-time, monthly, annual, and usage-based billing. Track what's outstanding, what's paid, and what's overdue — without leaving the platform.
🧾 Invoice Generation
Generate invoices from quotes or timesheets in one click. Branded PDFs with line items, payment terms, and instructions.
💳 Payment Terms
Net 15, Net 30, Net 60, custom terms. 50% upfront / 50% on delivery. Milestone-based billing schedules. Set defaults per account or per quote.
🔁 Billing Frequency
One-time, monthly, quarterly, annual, or custom. Subscriptions handle recurring billing automatically. Professional services bill on delivery milestones.
📉 Outstanding Tracker
Invoice status pipeline — draft, sent, viewed, paid, overdue. Age-bucketed AR report. Aging snapshot on the dashboard.
🌎 Multi-Currency Ready coming
Schema supports per-quote currency, exchange rates, and multi-currency reporting. UI rollout in progress.
📐 Rev Rec (ASC 606) coming
Schedule revenue recognition across delivery periods for subscription and services deals. Enterprise feature.
Stay in control as you scale
Multi-user from day one, with roles, approvals, and audit trails. When sales grows, the platform doesn't become chaos.
👤 Multi-User with Roles
Invite your team by email. Assign roles: Admin, Sales, Manager, Read-Only. Permissions enforced at every data-access point.
✅ Approval Workflows
Auto-route quotes for approval when margin, value, or discount exceeds threshold. Managers see a queue; reps get unblocked fast.
🧱 Custom Fields
Add your own fields to Quotes, Accounts, Engagements, and Products. Text, number, picklist, date, checkbox. Surface them in reports and PDFs.
📜 Full Audit Trail
Every edit, every approval, every send — logged with user, timestamp, and before/after values. Compliance-ready activity history per record.
🔐 Role-Based Permissions
Fine-grained control over who can edit catalog, approve quotes, send to customer, or change pricing rules. Row-level security all the way down.
🏷️ Deal Stages
Customize the pipeline stages that match your motion. Quote → Sent → Negotiating → Won/Lost. Roll up into dashboard health.
Everything tuneable, nothing hard-coded
You own your catalog, pricing, clauses, fields, phases, and workflows. Configure once, scale without another implementation project.
📦 Product Catalog
Manage every product, bundle, and service in one place. Tier pricing, cost, margin target, billing period, SKU, description, category — all tuneable.
👷 Resource Catalog
Roles with bill rates, cost rates, and titles. Pool of resources to staff across engagements. Per-resource or role-level pricing overrides.
📚 SOW Clause Library
Build your reusable legal + scope library once. Tag clauses by type (HIPAA, GDPR, pro-serv, SaaS) and include-by-default rules per template.
🏖️ Sandboxes
Safe test environment — experiment with new pricing rules, approval thresholds, or catalog changes without touching production data.
🎨 Branding
Company logo, accent color, PDF cover, signature block. Reflects everywhere — proposals, emails, portal.
🏢 Multi-Tenant Ready
Enterprise customers manage multiple business units or brands under one login. Scoped catalogs, pricing, and users per tenant.
Quote. Approve. Close — from your phone.
The full Billable CPQ experience, reimagined for iOS. Built native, not a web wrapper. Your reps and managers keep the pipeline moving wherever they are.
📱 Native iOS App
Available on the App Store. Native SwiftUI, not a webview. Fast, smooth, signed in via the same auth as the web app.
🚀 Quote on the Go
Build and send a new quote from your phone — in line at the airport, between meetings, from a customer site. Mobile-optimized pricing and configuration.
✅ Approve in the Moment
Managers clear the approval queue without opening a laptop. Push notifications for pending approvals. One-tap approve or request-change.
📊 Pipeline Health
Dashboard view of quotes sent, quotes won, pipeline value, and margin health. The numbers you need before a stand-up or board call.