SalesFision Platform application
From a qualified opportunity to a signed contract, with the paperwork written out of the proposal.
Sales runs the commercial track for new prospects and for new work at customers you already serve. The proposal writes the statement of work, the statement of work writes the contract, and the signature turns all of it into a customer file, a project and a first invoice.
Configure Sales Do the Business Scan
- Proposals built from your own service and price list
- A statement of work in thirteen sections, filled in from the proposal
- One signature creates the customer file, the project and the first invoice
The offer, the agreement and the project are three separate documents.
The proposal is written in a text file. The scope is repeated in a second document. The contract is copied from an older one and edited by hand. A week after the signature, someone reads all three again to set up the project and the first invoice. Every retype is a chance for the promise and the numbers to drift apart.
- The scope in the proposal and the scope in the agreement are not quite the same text.
- The contract is a copy of the last one, including a clause that no longer applies.
- After the signature, the project and the invoice are set up from memory.
- A second job for a customer you already have starts from an empty document.
What changes when one chain carries the whole deal.
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Written once, carried through
The proposal feeds the statement of work, the statement of work feeds the contract, and the contract feeds the project. The scope, the dates and the amounts are typed once.
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A signature that starts the work
Set the contract to signed and the account becomes a customer file, the project appears with its budget hours and its hourly rate, and the first invoice is ready as a draft.
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Growth at existing customers has a route
CRM can formally submit an opportunity at a customer you already serve. It lands in a review inbox in Sales with its origin attached, and becomes either a line in an open proposal or a new lead.
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Nothing moves backwards quietly
A proposal with a statement of work attached cannot return to draft, a signed one cannot be deleted, and deleting a draft is reserved for the application owner.
What your team can do with Sales.
Proposals
- Build a proposal in four steps: customer and intake, services, price and terms, review
- Take every line from your own service catalogue, with a package tier and a one-off, monthly or yearly price
- Set discount, VAT rate, payment term and duration; the server recalculates the totals itself
- Save it as a draft, or put it straight in front of a colleague for internal review
Documents that generate each other
- Generate a statement of work from the proposal: thirteen sections, with scope, deliverables and pricing already written in
- Generate the contract from the statement of work, with the payment schedule, the rates and the bugfix period in it
- Rewrite any section in your own words; the generated ones cannot be deleted by accident
- Give every document its own running number: proposal, statement of work, contract and invoice
Signing and handover
- Record a signed document with its type, its signing date and a link to where the file is kept
- Link that document to the statement of work, which sets it to signed and creates the first draft invoice
- Turn a signed contract into a project with dates, budget hours and an hourly rate
- Stop a signature that would create a second customer file for the same organisation
Existing customers and oversight
- Take in growth opportunities from CRM: accept them, return them with a question, or reject them with a reason
- Link an accepted opportunity to an open proposal, or start a new lead that carries CRM as its origin
- Follow running retainers: their monthly value, their health and what comes up for renewal
- Read the four numbers that matter: open proposals, what closed this month, what waits for a signature, the win rate over ninety days
From opportunity to project.
The same path for a new prospect and for a new job at a customer you already have.
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The opportunity
A qualified lead converts into an account with a primary contact. Or CRM submits an opportunity at an existing customer, and Sales picks it up in the review inbox.
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The proposal
Four steps, lines from your own catalogue, discount and VAT in the terms step. Save it as a draft, or hand it to a colleague for internal review.
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The statement of work
One action writes thirteen sections out of the proposal: scope, deliverables, roles, rate card, commercial terms and approval. You rewrite what needs your own wording.
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The contract
Generated from the statement of work, with the payment schedule and the rates in it and its own document number. Signing itself happens outside the Platform.
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The signature and what follows
The signed document is filed with its date. The account becomes a customer file, the project appears with budget hours and an hourly rate, and the first instalment stands ready as a draft invoice.
What your team looks at.
Proposals grouped by the status they are in, one deal followed from the first document to the project, and the lines a proposal is built from.
Pipeline
Draft
2-
P-17
Practice website
Websites SA
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P-18
Workshop appointment page
Websites JO
Internal review
2-
P-15
Extra locations in the webshop
From CRM Upsell Growth opportunity NA
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P-16
Webshop migration
Websites With Ravi IL
Sent · awaiting signature
2-
P-14
Website redesign
Websites Training Awaiting signature IL
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P-13
Booking page redesign
Cannot return to draft: a statement of work is attached
Websites BR
Signed
2-
P-12
Webshop and ordering
Statement of work Contract Project created BR
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P-11
Support agreement
Retainer Renews in January SA
One deal end to end
P-12 · Bakkerij De Vries, from proposal to project
- 25 Aug Proposal built in four steps Bram Customer and intake, services from the catalogue, price and terms, review. Saved straight into internal review. Internal review
- 27 Aug Statement of work generated from the proposal Bram Thirteen sections, with scope, deliverables, roles, rate card and commercial terms already written in. SOW-2026-0827-BDVR.
- 28 Aug Contract generated from the statement of work Sanne Payment schedule, rates and bugfix period travel with it, under its own number C-2026-0828-BDVR. Signed outside the Platform.
- 3 Sep Signed document recorded Sanne Type, signing date and a link to the file. Because it is linked to the statement of work, that document moves to signed. Signed
- 3 Sep Customer file created and linked Bram Setting the contract to signed creates the customer file. A second record with the same chamber of commerce number stops the signature instead of guessing.
- 3 Sep Project generated Bram Dates from the proposal, budget hours from the statement of work, hourly rate from the contract. Doing it again opens the same project. In Project Management
- 3 Sep First instalment waiting as a draft invoice Automatic F2026-0007, still a draft. Finance works from this same invoice line. Draft
Proposal lines
| Line | Type | Quantity | Unit price | Total |
|---|---|---|---|---|
| Design and build | One-off | 1 | €12,500.00 | €12,500.00 |
| Content migration | One-off | 40 | €95.00 | €3,800.00 |
| Training, half a day | One-off | 2 | €650.00 | €1,300.00 |
Example data. Your own accounts, services and colleagues appear here once the application is set up.
A signature is the start of the work.
Sales sits between the first qualified conversation and everything that follows it. What you agreed travels on, so the promise and the delivery stay one story.
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Sales and Leads
A qualified lead converts into an account with a primary contact, and keeps a link back to the prospect it came from.
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Sales and CRM
CRM submits growth opportunities at customers you already serve, with a category, a reason and an estimated value. A signed contract hands the account back as a customer file.
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Sales to Project Management
A signed contract becomes a project with start and end dates, budget hours and an hourly rate. Sales keeps a read-only view of how that work is running.
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Sales to Finance
The draft invoice from the statement of work is the formal bridge: Finance links it as proof against a cash stream and takes its payment status from the invoice itself.
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Sales and Customer Portal
Your customer can read the same proposals, statements of work, contracts and invoices, and pay an invoice online, after which it comes back as paid. Customer Portal is a product of its own with a fixed monthly price.
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Sales and Knowledge
The wording you trust, the terms you use and the way you price: written down once. Included for every Platform user.
Price and licence
- Sales €29 per month 3 users
- Extra user €9 per month per user; for individual apps, per app
Also in a bundle:
- Sales & CRM bundle €59 per month Leads, Sales and CRM · 3 users
- SalesFision Platform Operations €99 per month Leads, Sales, CRM, Project Management, Finance and Knowledge · 3 users
- SalesFision Platform Business €149 per month Everything in Operations plus Marketing, Social Media and HR · 3 users and 5 HR employees
All prices excluding VAT. You pay for applications and bundles monthly, or yearly in advance with a 10% discount. No platform surcharge; standard onboarding and regular support are included.
What the licence covers, and what we agree with you separately:
Included
- The application, with the included users or capacity
- SalesFision Knowledge is included free with selected paid apps and bundles.
- Standard onboarding
- Regular support, maintenance and bug fixes
Separate proposal
- Additional consulting and training
- Complex integrations and custom work
- Migration of existing data
- Customer Portal (a product of its own)
Calculate your package See all pricing
Additional consulting, training, complex integrations and custom work are agreed with you up front, so you always know what you are buying.
What people ask before they start.
How is Sales different from CRM?
Sales runs the commercial track: the opportunity, the proposal, the documents and the signature. CRM is the relationship that follows. They are connected both ways — CRM hands a growth opportunity to Sales, and a signed contract hands the account back to CRM as a customer file.
Can we use Sales for a customer we already have?
Yes, along two routes. An account you already serve can simply receive a second proposal, with its whole history still on the record. Or CRM submits the opportunity formally, with a category, a reason and an estimated value; Sales reviews it and either links it to an open proposal or starts a new lead that carries CRM as its origin.
Do we see when a customer opens a proposal?
No. Nothing in the application measures that, and there is no public share link that could. Sending is yours as well: the status records that the proposal went out, the message itself you send. Your customer reads the documents in Customer Portal if you use it, and the follow-up call is one you plan yourself.
Is there an electronic signature?
The contract is signed the way you sign now — printed, or signed outside the Platform — and you record the signed document with its type, its date and a link to the file. That recording is what sets the statement of work to signed and starts the customer file, the project and the first draft invoice. Sales does not carry a signing step of its own.
Can we keep earlier versions of a proposal side by side?
A proposal is one record: changing it replaces what was there, and the version label stays at one. A genuinely different offer is a new proposal, and the signed document in the archive is the version that counts.
What does Sales cost?
A fixed amount per month, with the number of users listed with it. If you need more users, you pay per extra user. You will find all amounts above under Price and licence and on the pricing page. Knowledge is included.
Can I pay per month?
Yes. Regular software licences are paid monthly, or yearly in advance with a 10% discount.
Start with Sales
Choose Sales for your team and see what it costs. Not sure where to start? The Business Scan gives you a recommendation.
Configure Sales Do the Business Scan
Questions about your own service catalogue, the wording of your statement of work, or the handover to Finance? Plan a meeting and we will scope it.
