Quotation path
Quote → contract → AR
Quote (setup + recurring) → convert to contract → contract owns AR. Built for fast-moving professional services and recurring B2B.
COMMERCE PATH
Quotations, contracts, invoices, renewals — without PDF archaeology.
Two paths
Quote → contract → AR
Quote (setup + recurring) → convert to contract → contract owns AR. Built for fast-moving professional services and recurring B2B.
Contract first → SO snapshot
Author contract → generate one SO snapshot → contract still owns AR. Built for negotiated deals where the contract is the system of record.
Features
PDF later with versioned register (who / when / hash).
Renewal motions by segment.
Payment status hub.
Partner / referrer economics on paid outcomes.
Owns commercial/billing operational truth; ledger integration remains intentional.
Who
FAQ
No — partner-level path (quotation vs contract) keeps segment fit.
It owns commercial/billing operational truth; ledger integration remains intentional.
Walk one customer lifecycle with us.