The OnPath Method
Every deal has a clear path.
OnPath manages far more than the contract: everything that goes into a deal and everything that follows it. Four steps, the same every time, with your rules as the guardrails and coaching built in.
STEP 1
Price it
Right product, right price, right term.
- Product details, terms and descriptions managed for you
- Price lists with scheduled increases
- Services presented in a way that helps sellers win
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
STEP 3THE HEART OF THE DEAL
Paper it
The contract, right every time.
- Proposals from approved templates, reviewed online by the client
- You know when a proposal is viewed and a contract is opened
- Contract built from the approved terms, ready for e-signature
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
Real-time coaching for every seller, inside the workflow.
SEE IT IN ACTION
Quotes in minutes, not an afternoon.
Sellers build from your real product catalog instead of a spreadsheet, so the numbers are right the first time.
- Seats, flat fees and one-time charges in one quote
- A price for each year of a multi-year term
- Company and contact details filled in for you