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🎯 Deal Closer
Create quotes, send proposals, and close deals faster.
Step-by-step guide to building and configuring a quote from scratch
Share quotes with customers and collect signatures electronically
How to amend active contracts for upgrades, downgrades, and add-ons
Process renewals, early renewals, and auto-renewal workflows
Apply discounts, price uplifts, and ramps to your deals
Use guided workflows and reusable blueprints to quote faster
🎛️ Ops Captain
Configure pricing, rules, approvals, and system workflows.
Set up your tenant, legal entities, integrations, and go live
Build your Products, Offerings, and Rates from scratch
Configure approval rules, validation rules, and record automation
Connect Salesforce, HubSpot, or Attio with bi-directional sync
Manage user access, role permissions, and team assignments
Configure quote defaults, PDF templates, and conditional terms
💸 Bill Boss
Run billing, manage invoices, collect payments, and reconcile.
Understand the end-to-end billing lifecycle in MonetizeNow
Run billing actions, generate invoices, and send to customers
Automatic payment collection, split payments, and installments
Issue credits, credit notes, rebill invoices, and process refunds
Sync with NetSuite, QuickBooks Online, or Xero
Connect Anrok, Avalara, or Taxwire for automated tax calculation
🦸 Integration Hero
Integrate via API, send usage data, and build self-serve experiences.
RESTful libraries for the complete revenue lifecycle
Subscribe to real-time events for quotes, invoices, and payments
Build customer-facing signup, upgrade, and checkout flows
Meter and bill based on consumption with usage-based pricing
Export data to Snowflake, BigQuery, S3, Redshift, and more
Build a customer-facing portal for invoices and payment methods
Updated about 4 hours ago