SystemX

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XDeal is coming soon, anticipated Feb 1, 2027. Choose your seats and term.

1Product

2Seats

SeatsChoose how many. Nothing is charged.

4 seats

3Term

4Capabilities

What XDeal includes

Start from the deal

Customer, property and contact carry onto every proposal
Each proposal is numbered within its deal
A proposal stays with the deal it was made for
Contact edits on the deal stay in step with the contact and the lead

Inspect and measure

Complete an inspection only when it is linked to its case
One current measurement per structure and type
Measurements update the proposal lines that use them
Accessory decisions carry into quote quantities

Dynamic proposals

A proposal builds from the deal, the current measurements and the catalog
Lines and totals recalculate as quantities and prices change
One offer can hold several scopes, each with its own units
Each line calculates sale, cost, profit and margin
Proposal totals roll up from the lines
Catalog items expand into their components
Quantities and costs resolve from the catalog and supplier pricing
Insurance proposals show total and remaining proceeds

Sign and hand off

One primary proposal per deal
The deal value follows the primary proposal
Accepting the primary proposal marks the deal Won
A contract and its lines are created from it
The contract snapshot calculates deposit amounts and insurance proceeds
The customer signs the contract