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Industry · SaaS

From signup to expansion.One flow.

Pipeline, proposals, signed order forms and onboarding projects in one system, so a closed deal turns into an activated customer without a handoff.

  • Sales pipeline

  • Signed order forms

  • Onboarding projects

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portal.donefy.io
RevenueProposals

Proposals

Manage SaaS proposals and track deal pipelines.

New Proposal
CodeContactTypeStageAmountSales Rep
PR005724
AR
Acme Robotics
EnterpriseProposal$48,000Alex Rivera
PR005722
NL
Northwind Labs
Mid-MarketApproved$22,500Marcus Chen
PR005721
HS
Helix Studio
StartupProject$9,800Sofia Patel
PR005719
PE
Pinecrest Energy
EnterpriseProposal$72,400Jordan Kim
PR005715
CH
Coral Health
Mid-MarketProject$31,200Alex Rivera
PRE00712
SC
Sable Capital
Startup—$6,500Taylor Nguyen
PR005710
LF
Lumen Foods
Mid-MarketProposal$18,750Taylor Nguyen
PR005708
AL
Atlas Logistics
EnterpriseProposal$54,000Marcus Chen

Modules for SaaS teams

The revenue motion, end to end.

B2B, vertical or direct-to-consumer software: sales, contracts and customer onboarding share one customer record.

Sales pipelines

Build stages for demo, trial, negotiation and closed, and move every opportunity through them.

Branded proposals

Send quotes from your own templates, with the first proposals each month included in your plan.

Order forms and MSAs

Contract templates signed online, with the signed copy filed on the customer record.

Onboarding projects

Spin up an implementation project from a template, with tasks and owners, when a deal closes.

Demo booking pages

Share a booking page with your availability so prospects schedule a demo without the back and forth.

AI Agents

Qualify inbound leads and follow up automatically, so reps only talk to prospects worth a call.

Why teams switch

One system for the whole funnel.

Stop stitching together a CRM, a proposal tool, an e-sign tool and a project tracker.

Order forms and MSAs

Proposals and contracts live next to the deal, not in a separate document tool.

AI lead qualification

Inbound leads are scored and followed up so your team starts with the right conversations.

Revenue reporting

Close rate, pipeline and rep performance from the same records your team already works in.

Questions

What teams ask first.

Yes. Pipelines, proposals and agreements cover the sales-led path, and AI Agents handle inbound lead follow-up for hybrid teams.

Yes. Build contract templates once, send them from a deal, and customers sign online. The signed copy is stored on the customer.

Create a project from a template for each new customer, with tasks, owners and a calendar your team shares.

No. donefy runs the sales and onboarding side of the relationship. It does not meter or bill your product subscriptions.

Run your whole funnel in one place.

Start with pipeline and proposals, then add agreements, projects and AI Agents as you grow.