Maple automates the enterprise sales flow by enabling quote creation where your plan details reside. Once the contracts is accepted through Maple, they are automatically converted into subscriptions, along with the customer billing information. Revenue metrics and immediately adjusted and new customer information is synced or pushed to other integrated custom workflows such as customer support and others.

Contract signatures can be triggered via our default Dropbox Sign integration. You can also authenticate your own Dropbox Sign account through our integrations feature. Once a contract is signed, the pricing in the contract is used to create a subscription that can directly be mapped back to the correct feature enablement and revenue metrics tracking.

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Setting up contract templates

The base of a contract or quote is a template that can be a standard order form or even a fully-fleshed out contract document with MSA (Master Sales Agreement) or SOW (Statement of Work). They generically serve as pre-formatted documents that contain the standard clauses and sections used in your contracts. By using templates, you can quickly generate new contracts.

To create a template, go to “Settings > Contracts > Create Template”

Select “Sales Contract” for CPQ templates and “Agreements” for general agreements templates.

Templates pack a lot of flexibility in terms of formatting and fields and only require a pricing table and signature as mandatory fields so that upon signature the contract and be converted to the right subscription or one-time invoice schedule.

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Setting up custom variables

You can design variables that suit the needs of your contracts for your product and make your sales team efficient at quickly populating those fields prior to sending contracts out to your customers. These variables can be text fields or choice fields.

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Sales workflows

Contract and quote creation deeply integrates in your sales workflows and CRM. Learn more about our CRM integrations here Sales and CRM Providers