Build a deal proposal, download as PDF with embedded metadata, and activate the deal when the client accepts.
A PDF for this deal has already been downloaded — the client may have received it. Any new download is a revision.
1
Organization
Enter the customer organization details. IDs can be filled in later once connected to the platform.
No projects added — packages will cover the entire organization.
2
24SevenOffice Entities
Define the 24SO invoice recipients for this deal. These appear in dropdowns throughout the form. Customer IDs can be fictitious placeholders until the deal is finalized.
No entities added yet — click "Add Entity" above.
3
Deal Configuration
Deal-level CRM IDs (used as default when no package override is set)
4
Base Prices
Monthly unit prices — applied to usage not covered by a package. Leave at 0 to not bill for a product.
NOK
NOK
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5
Packages
No packages yet — click "Add Package" above.
6
Invoice Routing (Overrides)
Overrides route non-package usage to a specific invoice recipient. Use the routing suggestions in packages above to auto-create these.
No overrides configured.
7
Contract Extensions
Each contract line is identified by a stable versioned ID (e.g. priceAdjustment.norwegianKpi_v1).
Standard clauses are pre-loaded. Add extensions for KPI adjustments, fixed building pricing, or future templates.
8
Generate Proposal
Capture the contract at agreement time as the baseline, then generate a client-ready change notice whenever terms are updated.
Simulate Invoicing
Dry-run invoice calculation for a specific month — not saved.
My Deals
Each deal tracks its own version history. Auto-saved after 30 s of idle and on every PDF download. Kept for 90 days.