Built for the entire deal.
From first proposal to signed contract to execution kickoff. One platform that produces every artifact your deal needs, with every number backed by real math.
Capabilities
Every artifact a modern deal needs.
AI Proposals & Pricing
Generate complete proposals with calculator-backed financials. Margins protected. Discounts enforced. Every number checks out.
AI Proposal Generation
Conversational AI builds professional proposals section by section, drawing from your knowledge base and deal context.
Financial Calculator Engine
Real math behind every number. The figure in your proposal, the client Excel, and the published page all match. To the penny.
Margin & Discount Guardrails
Configurable margin floors and discount caps prevent AI from inventing numbers. Every figure has a calculation behind it.
Published Deal Rooms
One-click publish creates a branded, trackable link for client review with engagement analytics.
Contracts & Legal
Draft, redline, and manage contracts with AI that understands legal precision. Reduce deal risk before anything goes out.
AI Contract Drafting
Drafts contracts with the right legal language. Contracts aren't the place to cut corners, so neither is the AI behind them.
Auto-Redlining
Compare contract versions with automatic redline generation and change tracking.
Clause Library
Maintain a searchable library of approved clauses. AI suggests relevant clauses during drafting.
Risk Assessment
AI scores each contract section for risk level and flags missing standard protections.
DocuSign Integration
Send for e-signature without leaving the platform. You'll see when it's been signed.
RFP Response Automation
Answer RFPs in the client's original template. Every font, every margin preserved.
Template-Preserving Responses
Answers go back in the client's original DOCX or XLSX format. No format conversion, no style loss.
Answer Library
AI draws from your knowledge base and past responses to generate accurate, consistent answers.
Bulk Response Generation
Process 150-question RFPs with AI assistance, review and refine per section.
Compliance Mapping
Track which requirements are addressed and flag gaps before submission.
Presentations & Decks
Create branded slide decks from deal context using a template registry system.
Template Registry
Pre-built slide layouts that look good every time. AI picks the right layout and fills in the content. No design skills needed.
Brand Enforcement
Every slide uses workspace brand colors, fonts, and logo. Consistency is automatic.
Deal Context Awareness
Presentations pull from proposal data, calculator outputs, and account context.
PDF Export
One-click export to PDF with 2x resolution rendering and animation-safe capture.
Execution Planning
Turn signed deals into implementation plans with zero copy-paste. Faster time-to-value for your customers.
Implementation Plans
AI generates detailed onboarding checklists, migration runbooks, and project timelines from deal context.
Deal-to-Execution Continuity
When a contract is signed, execution planning starts with full proposal and contract context carried forward.
Multiple Execution Types
Implementation plans, training guides, architecture specs, capacity planning, SLA documents.
Progress Tracking
Track execution milestones and status across all active engagements.
Continuous Learning
Every deal makes the system smarter. New reps start with everything your best reps already know.
Knowledge Base
Upload documents during onboarding or anytime after. Past proposals, technical specs, competitive intel, pricing guides. The AI draws from all of it when building new content.
RFP Answer Library
Every RFP answer gets captured. The next time a similar question comes up, the AI has your best answer ready instead of starting from scratch.
Clause Library
Approved contract language accumulates over time. AI suggests the right clause from your library instead of inventing new language every deal.
Web Research
AI can research prospects, industries, and competitors in real time during chat. Findings are cited and verified so you know where the information came from.
Day-One Productivity
New team members get the benefit of every deal your organization has ever run. No ramp-up period, no tribal knowledge locked in someone's head.
Engagement Intelligence
Nine event types tracked on every published document. Eighteen activity types logged across every deal. You see everything.
Digital Body Language
Views, repeat views, downloads, section dwell, scroll depth, slide time, forwarding detection. Per contact, per document, with timestamps and device info.
Per-Recipient Tracking
Every contact gets a unique tracking link. You know exactly who opened, when, for how long, and whether they shared it with someone you haven't met yet.
Engagement Scoring
Time-decay weighted scores that factor in recency, depth, and breadth of engagement across all published items on an account.
Deal Health Scoring
One number that tells you if a deal is on track, slipping, or in trouble. Factors in engagement, velocity, qualification, and how recently anything happened.
Activity Timeline
Eighteen event types in one timeline: proposals sent, contracts signed, client views, meetings, calls, tasks completed, pipeline changes, DocuSign updates, and more.
Notification Grouping
"3 people viewed your Acme proposal in the last hour." Grouped events with individual detail on click.
Predictive Deal Intelligence
Win probability on every deal. Risk alerts that fire before you lose one. Higher win rates through structure, not hope.
Win Probability Scoring
Seven weighted factors scored in real time: engagement depth, deal velocity, qualification, activity recency, activity frequency, stakeholder breadth, and pipeline stage. Recalculates on every engagement event and activity.
Risk Detection & Alerts
Six automated risk rules: deal stalling, engagement drop-off, single-threaded deals, velocity lag, no executive champion, low qualification. Notifications fire with recommended actions when new risks emerge.
Revenue Forecasting
Four forecast views: raw pipeline, probability-weighted, optimistic, conservative. Broken down by pipeline stage. Updated as win probabilities change.
Engagement-to-Close Correlation
Compares engagement patterns across won and lost deals. Calibrates win probability against your actual outcomes so predictions get sharper over time.
Deal Lifecycle Orchestration
Proposal to contract to kickoff. One system, one thread, nothing falls between the cracks.
Full Pipeline Visibility
See every deal from first conversation to signed contract. Health indicators and pace benchmarks so nothing stalls without you noticing.
Deal-to-Execution Continuity
Contract signed? The implementation plan starts building itself from everything you already know about the deal. No handoff doc, no context lost.
Loss Analysis
When deals don't close, capture why. Track competitors, see which reasons keep coming back, and spot the patterns quarter over quarter.
Velocity Benchmarking
How long should a deal sit in negotiation? Now you know. Flag the ones taking twice as long before they go dark.
Automation & Orchestration
Deals move themselves. Events trigger actions. Faster close cycles because nothing waits on manual updates.
Event-Driven Pipeline
Pipeline stages advance automatically based on deal outcomes: proposal published, client engaged, contract signed. Reps don't drag cards between columns.
Real-Time CRM Push
Every deal event pushes to your CRM as it happens. Proposal published, contract signed, pipeline stage changed. No end-of-day data entry.
Risk-Triggered Notifications
When a deal starts stalling, engagement drops, or a risk condition triggers, the account owner gets notified automatically with a recommended next step.
Approval Routing
Proposals and contracts above margin or value thresholds route to the right approver before they go out. Configurable chains by role and deal size.
Signed-to-Started Automation
When a contract is signed, execution planning starts automatically with full deal context carried forward. No handoff meeting, no context doc.
AI Research in Real Time
During chat, the AI can research prospects, industries, and competitors on the web. Findings are cited with sources so you can verify before using them.
CRM & Integrations
DealiOS has its own accounts, contacts, pipeline, and activity tracking built in. Already have a CRM? Two-way sync keeps both systems current.
Native CRM
Accounts, contacts, pipeline stages, activity timeline, and task management built into the platform. You can run your deals entirely inside DealiOS.
Salesforce Sync
Already on Salesforce? Two-way sync pushes deal events out and pulls account data in. Both systems stay current automatically.
HubSpot Sync
Same two-way sync with HubSpot. Pipeline changes, published proposals, signed contracts all flow back automatically.
Pipedrive Sync
Full Pipedrive support with the same two-way sync.
Excel Roundtrip
Upload your customer's Excel, see what changed, apply it to the calculator. Export back to their template when you're done.
DocuSign E-Signature
Send contracts for signature and track status, all from inside DealiOS.
Security & Administration
Enterprise-grade isolation, access control, and audit trails.
Workspace Isolation
Your data is yours. Every query is scoped to your workspace at the database level. Zero chance of seeing another customer's data.
Role-Based Access
Owner, admin, and member roles with configurable visibility modes (full or restricted).
Approval Chains
Configurable approval workflows for proposals, contracts, and pricing above threshold.
Zero-Training Policy
Customer data never trains AI models. Your competitive intelligence stays yours.
AI Usage Logging
Every AI call is logged with token counts, costs, and request IDs for complete auditability.
Instance Types
Configured for your business
DealiOS adapts its calculator templates, proposal sections, contract types, and execution plans to match how your business sells.
Subscription pricing, per-seat models, implementation services
SaaS Company
Built for software companies selling subscriptions. Calculator templates handle per-seat pricing with implementation add-ons. Proposals auto-format with executive summary, solution architecture, and pricing investment sections.
Consulting engagements, blended hourly rates, statements of work
Professional Services
Configured for consulting and advisory firms. Calculator supports blended rate models with senior/analyst hour breakdowns. Contracts generate as master services agreements. Execution items become project plans and resource allocations.
Consumption-based pricing, commitment models, deployment plans
Cloud / Infrastructure
Purpose-built for cloud and infrastructure providers. Calculator handles unit-based consumption with commitment tiers and overage rates. Execution items include deployment runbooks, migration plans, and capacity planning documents.
Flexible configuration for any B2B sales workflow
General
A flexible starting point for any B2B sales organization. Configurable calculator templates, customizable proposal sections, and adaptable execution items. Adjust terminology, margin floors, and discount policies to match your sales motion.
Native CRM built in. Two-way sync with your existing CRM.
Salesforce
CRM
HubSpot
CRM
Pipedrive
CRM
DocuSign
E-Signature
Excel
Spreadsheet
Gmail
Microsoft 365
How It Works
Live the same day.
Onboard in Minutes
AI-guided setup extracts your brand, seeds your knowledge base from uploaded documents, and configures your calculator templates. Your team is live the same day.
Generate Deal Artifacts
Chat with DealiOS to produce proposals, contracts, presentations, and more. Every financial figure comes from the calculator engine. Every document follows your brand.
Close and Execute
Publish deal rooms with engagement tracking. Send contracts for e-signature. When the deal closes, execution plans generate automatically with zero copy-paste.