Built for People Who Close Deals.
Whether you're a Sales VP tracking pipeline, a Deal Desk manager assembling proposals, or a Legal team reviewing contracts, DealiOS does the heavy lifting.
01
Sales VP / CRO
The problem
Your team spends more time assembling documents than selling. Every proposal is a custom job. Pricing errors slip through. Deals stall because the contract took a week to draft.
With DealiOS
DealiOS gives your reps a deal co-pilot. They describe the deal in conversation, and the platform produces a proposal with calculator-backed pricing, a branded presentation, and a contract. All in minutes. Published deal rooms show you exactly who opened what and when.
02
RevOps / Sales Ops
The problem
You maintain 6 different tools, reconcile data between systems, and spend weekends fixing broken integrations. No single source of truth for deal artifacts.
With DealiOS
DealiOS consolidates proposals, contracts, RFPs, presentations, and execution planning into one platform with native CRM and two-way sync to Salesforce, HubSpot, or Pipedrive. Approval chains and margin guardrails are configurable. Every AI call is logged for cost tracking.
03
Deal Desk / Proposal Manager
The problem
Every proposal is a copy-paste assembly job. The calculator spreadsheet and the proposal never match. Version control is email threads. Formatting breaks on every export.
With DealiOS
The calculator engine is the single source of truth. The number in the published deal room, the client Excel export, and the PDF all match to the penny. Version history is automatic. Exports render with correct fonts, branding, and formatting every time.
04
Legal / Contract Manager
The problem
Contract drafting takes days. Redline tracking is manual. You review the same boilerplate clauses on every deal. Risk assessment depends on whoever happens to read the contract.
With DealiOS
DealiOS drafts contracts with AI built for legal precision. The clause library suggests approved language. Version comparison generates automatic redlines. Risk assessment scores each section and flags missing standard protections.
Before & After DealiOS
Before
Copy pricing from spreadsheet to proposal
After
Calculator engine feeds pricing directly, no manual entry
Before
Draft contract from scratch or last deal
After
AI generates with clause library and risk assessment
Before
Build presentation slides manually
After
Template registry renders branded slides from deal context
Before
Email PDF and hope someone reads it
After
Published deal room with per-recipient engagement tracking
Before
Hand off to implementation team via email
After
Execution plan auto-generates from signed contract context
Before
Manually update CRM after each milestone
After
Two-way sync keeps your CRM current automatically
Before
Guess which deals will close this quarter
After
Win probability scoring with weighted revenue forecast
Before
Discover stalled deals too late
After
Proactive risk alerts with recommended actions
By Industry
DealiOS configures its calculator templates, proposal sections, and execution plans to match your business model.
SaaS Company
Subscription pricing, per-seat models, implementation services
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.
Professional Services
Consulting engagements, blended hourly rates, statements of work
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.
Cloud / Infrastructure
Consumption-based pricing, commitment models, deployment plans
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.
General
Flexible configuration for any B2B sales workflow
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.