Coming soonFrom proposal to signed contract.
Dynamic proposals built from the deal, then the customer signs.
Anticipated release Feb 1, 2027. Dates may change.
Planned. No dates, prices or availability are promised here.
Problems we solve.
Planned.
Qualified opportunities lose momentum.
Keep the Deal’s responsible person, current stage and next Action clear.
Salespeople have to reconstruct the original conversation.
Carry the customer’s needs, property context and qualification history into the Deal.
Scope details are scattered across messages.
Keep the relevant commercial information together in the Deal record.
Different people work from different offer versions.
Make the current offer identifiable and preserve its revision history.
Nobody knows whether the customer accepted, declined or stalled.
Record an explicit commercial outcome and establish the appropriate next step.
Quote from the deal.
Customer and property already filled in.
Specified behavior. Sample data.
Keep the sale moving.
A manual estimate works without a catalog or a measurement service.
Specified behavior. Sample data.
One offer, several scopes.
Separate structures and trades, each with its own units.
Specified behavior. Sample data.
See the demo.
XDeal demo coming soonAnticipated Feb 1, 2027. Dates may change.
XDeal capabilities.
Planned. Open a group to see what it covers.
- 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
- 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
- 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
- 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
Three modes. You stay in charge.
Planned. AI works inside the same rules as every person on your team.
Audit
Reads deals, proposals and measurements. Finds proposals without a primary and lines that no longer match the current measurement. Writes nothing.
Plan
Proposes the next steps for a deal. You review and approve every change.
Execute
Acts only when you authorize it.
Planned. Not available yet.
Plans & Pricing
Projected price, not final. Join the early-bird list.
$125per seat / month, projected
Monthly
Projected, not final. Nothing is charged before release.
Planned:
- Quote from the deal
- Keep the sale moving
- One offer, several scopes
Choose seatsTBAto be announced
Yearly
Yearly pricing is set at release.
Planned:
- One payment a year
- Lower price than monthly
- Same capabilities
Not available yetBe firstFreeto join
Early bird
Be told when XDeal opens.
Early bird includes:
- No payment now
- Told when it opens
- Leave any time
Join early bird 
