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How it works

Every deal has a clear path.

Price it, approve it, contract it, book it. Your prices, rules and contract templates are built in, so sellers move fast and nothing goes out wrong.

STEP 1

Price it

Right product, right price, right term.
  • Every line priced from your catalogue, year by year
  • Seats, flat fees and one-time charges on one quote
  • Price lists can carry scheduled increases
STEP 2

Approve it

Discipline without delay.
  • Standard deals approve instantly
  • Exceptions routed to Pricing, Finance or Legal, with the reason
  • Every decision tied to a named approver
  • Every wait is visible: which deal, how long, and with whom
STEP 3

Contract it

The contract, right every time.
  • Proposals and contracts built from approved templates and terms
  • You see when a proposal is viewed and a contract is opened
  • The client signs from a link, and every step is recorded
STEP 4

Book & renew it

A clean close, and the next one.
  • Booked cleanly to your ERP
  • Renewals tracked, including contracts signed before OnPath
  • One record for every company, quote and contract
ACROSS EVERY STEP
A deal coach on every screen. The guidance a pricing leader would give, where the deal is built.
The real screens

See the real thing. No mock-ups.

Step 1

Price it

Every line priced from your catalogue, year by year. The deal coach shows what a discount gives away and what to ask for back.

A quote line, priced from the catalogue. Within policy, it marks itself auto-approve.

A quote in OnPath: one line per product, priced year by year, with the catalogue price, the discount and what it gives away
A salesperson's dashboard in OnPath: pipeline in flight, quotes pending approval, and the deal coach naming quotes that have waited days for approval
Step 2

Approve it

Standard deals approve instantly. Exceptions go to Pricing, Finance or Legal with the reason attached. Every wait is visible: which deal, how long, and with whom.

The deal coach names what's waiting, how long, and who it's with.

Step 3

Contract it

Proposals and contracts are built from approved templates and terms. The client signs from a link, and every step is recorded.

Sent, opened, signed. The audit trail is what Finance and Legal ask for.

A signed contract in OnPath with its certificate of completion: sent for signature, opened by the client, and signed, each with a time
Live in weeks

Live in weeks. Here's how.

Start with what you have. We load it in, preconfigured, and improve it with you from there.

What we need from you
Products
Catalog, descriptions and collateral
Pricing
Price books and pricing policy
Contracts
Legal templates and standard terms
People
Sellers, approvers and sign-offs
Customers
Accounts and open deals from your CRM
Your path to go-live
Step 1
Kick-off
Gather the five things
Step 2
Configure
Rules, approvals and templates set up
Step 3
Pilot
Real deals with two or three sellers
Step 4
Go live
Every seller trained
Ongoing
Improve
Monthly reviews of discounts and exceptions

Proven deal desk practice comes built in.

Next step

Bring one real deal. We'll run it through OnPath with you, live.

60 minutes with Ann-Marie and Kirby.

Book a live demo Run your own numbers →