Everything you need to quote and close
DealForge replaces the spreadsheet chaos with one tool — from the first quote to the signed contract.
Professional PDF quotes
Build branded, clean quotes with automatic subtotals, discounts, VAT and totals. Export to PDF and send by email in minutes. Versioning keeps a full history of every change.
Forge — AI assistant
Create a complete quote from a plain-English instruction, search clients and products, analyse your pipeline, and get follow-up suggestions — all in natural language.
Client management (CRM)
A centralised client database with multiple contacts, quote history, sector and notes. Import and export by CSV.
Product catalog
Manage products with SKUs, base prices, categories and variants. Supports one-off and recurring (monthly, quarterly, annual) billing.
Electronic signature
Capture a legally valid e-signature (eIDAS) on quotes and contracts — close deals without juggling separate tools.
Commercial rules
Enforce maximum-discount limits, mandatory products and approval flows automatically, so nothing leaves the door mispriced.
Approval flows
Route quotes for approval by amount, discount or client before they're sent. Approvers get notified by email.
Contract management
Turn won quotes into contracts and manage the full lifecycle — amendments, renewals and alerts.
Automated reminders
Follow-up reminders and ready-to-send email templates keep every deal moving without manual chasing.
Reports & metrics
An analytics dashboard with KPIs, trends and interactive charts — see what's open, won and at risk.
API access
Connect DealForge to the rest of your stack with a clean API.