Everything You Need to Quote Faster
50+ features across AI, documents, integrations, reporting, and security — all built for IT services.
📄 SOW & Document Generation
From transcript to polished deliverable in minutes.
AI-Powered SOW Generation
Automatically extract services, hours, and scope from meeting transcripts using GPT-5.3.
DOCX Export
Generate branded Word documents with customizable templates, sections, and styling.
PDF Export
One-click PDF generation directly from any SOW document.
SOW Preview
Preview documents in-browser before generating. See exactly what your client will receive.
Email SOW New
Send documents directly to clients via SMTP — DOCX or PDF format, right from the project page.
Combine Meetings
Merge multiple meeting transcripts into a single SOW for multi-phase projects.
Project Templates New
Save project structures as reusable templates. Create new projects in seconds.
Document Versioning
Track every version of every document with full approval workflow.
Copy Project
Duplicate any existing project as a starting point for similar engagements.
💰 Pricing & Catalog
Flexible pricing engine built for IT services complexity.
Service Catalog
Manage reusable services with categories, descriptions, default hours, and rates.
Rate Tables
Tiered rate tables with role-based pricing. Multiple tables for different engagement types.
MSA Discounts
Automatic MSA discount detection with configurable agreement name matching.
Governance Engine
Built-in project governance calculations for delivery oversight and risk management.
AI Pricing Advice
Get AI-powered pricing recommendations with market signals and confidence scores.
Multi-Phase Projects
Organize services into named phases with custom sort ordering.
🧠 AI & Automation
Powered by GPT-5.3 on Azure AI Foundry.
Meeting Synopsis
AI-generated meeting summaries from Read.ai transcripts, ready for review.
Service Extraction
Automatically extract services, hours, and requirements from meeting transcripts.
Per-Task Model Selection
Use different AI models for synopsis, extraction, pricing, and generation tasks.
Transcript Search New
Full-text search across all meeting transcripts with highlighted snippets.
Similar Project Matching
Find past projects similar to your current scope for reference pricing and structure.
🔌 Integrations
Connects to the tools you already use.
ConnectWise Manage
Client sync, budget tracking, project stats, and opportunity push. Full bidirectional integration.
ScopeStack
OAuth2 service catalog sync. Import services directly from your ScopeStack account.
Read.ai
Webhook-based meeting transcript intake. Native speaker_blocks format support.
Microsoft Entra ID
SSO authentication with auto-provisioning. Your team signs in with their Microsoft accounts.
Azure AI Foundry
Enterprise AI via Azure's OpenAI-compatible endpoint. GPT-5.3 with custom deployment support.
📊 Dashboard & Reporting
Real-time visibility into your pipeline.
KPI Dashboard
Pipeline value, SOW count, win rate, and period-over-period comparisons at a glance.
Custom Date Range New
Filter dashboard by custom date range alongside 30/90-day presets.
Revenue Forecasting New
6-month revenue pipeline broken down by project status.
Win/Loss Tracking New
Conversion rates, client breakdown, and monthly trends. Know what's closing.
Per-User Activity New
Track SOWs created, documents generated, and meetings converted per team member.
Full Audit Trail
Every action logged. Filterable by user, entity type, date range, and action.
CSV Export
Download project lists, service catalogs, and audit logs as CSV.
🔒 Security & Access
Enterprise-grade security without enterprise complexity.
TOTP MFA New
Multi-factor authentication with Google Authenticator, Authy, or any TOTP app. 10 backup codes included.
Role-Based Access
Admin and Sales roles with granular permissions. Admins manage everything; Sales sees what they need.
CrowdSec WAF
Community-driven threat intelligence protecting against automated attacks.
NextAuth v5
JWT sessions with 30-day expiry. Credentials + SSO providers. No third-party auth dependency.
✨ UX & Polish
Built for people who hate clunky software.
Dark Mode
Full dark mode support across every page and component.
Mobile Responsive
Works on phones and tablets. Stacking layouts, touch-friendly buttons, responsive tables.
Keyboard Shortcuts
Navigate the entire app without touching your mouse. Press ? for the shortcut guide.
Feature Requests New
Built-in feedback system. Your team can submit feature requests right from the app.
Live Diagnostics
Real-time log viewer with SSE streaming. Debug integrations without touching the server.
Production Readiness
Built-in checklist that verifies your deployment is ready for production.
See the Interface
Dark-mode native, desktop-first, built for the way IT services teams actually work.
