MERGED
00 · QUOTEFeature · Quotes

Quotes that
survive contact with reality.

Versioned line items, packaging templates, custom ramps, countersignable acceptance — and not a single Google Slides export. Quotes that close themselves and bill correctly the first time.

Open the app →Read manifesto →
01 · WHATWhat it is

Quotes are the contract.
They should bill themselves.

Most teams build quotes in Slides, send them as PDFs, and rebuild the deal in Stripe by hand on signing day. Merged makes the quote the canonical artifact. Acceptance triggers billing. Custom terms flow through. Procurement reads the same thing finance signs.

Draft · v3 · 2 redlines

Q-2024-184

LIVE
CustomerACME · ENT
ACV$184,000
Ramp · Y160%
Ramp · Y2100%
AcceptancePENDING
Auto-bill on signYES
02 · INSIDEWhat's inside

The primitives.
Each one defensible.

We don’t ship features as bullet points. Each capability earns its place by replacing a tool, a script, or a meeting that exists in your stack today.

C·01

Versioned everything

Every redline produces a version. Diff is visible. Acceptance is bound to a specific version, not whoever has the latest PDF.

C·02

Packaging templates

Reusable bundles for repeat motions. Spin a new quote in a minute, not a morning.

C·03

Custom ramps & schedules

Multi-year ramps, mid-cycle add-ons, partner discounts — modeled in one place and pushed to Stripe automatically.

C·04

Counter-sign in surface

Buyers review and sign without leaving the artifact. No DocuSign roundtrip unless you want one.

C·05

Approval routing

Discount thresholds, custom term flags, regional rules — finance signs the consequential motions; operators move on the rest.

C·06

Renewal automation

When the quote signs, the renewal calendar fills itself. 90-day pings to BD before churn risk turns into churn.

03 · FLOWFrom draft to billed

How it actually
moves through your team.

  1. 0101 · Draft

    Spin a quote from a template.

    Pick the bundle. Plug in the customer. Override line items as needed. The dial keeps it legible.

  2. 0202 · Negotiate

    Redline with version history.

    Counterparties propose changes. Each accepted change creates a version. Diff is visible. No 'which PDF is final?' panic.

  3. 0303 · Approve

    Finance signs the consequential motions.

    Discount over threshold? Custom indemnity? Routing fires automatically. Default path is operator self-serve.

  4. 0404 · Sign

    Buyer counter-signs in surface.

    Or via your existing e-sign provider — Merged records the artifact either way.

  5. 0505 · Bill

    Subscription created, first invoice sent.

    Custom terms flow through to Stripe. The first invoice exactly matches the deal.

  6. 0606 · Renew

    Renewal pings appear on your calendar.

    90 days out. Account context, contract terms, usage trend — surfaced before the conversation starts.

04 · DIFFSide-by-side

Before Merged.
After Merged.

We measure ourselves by the work we delete. Every row below is a tool, a script, or a meeting that no longer needs to exist.

Dimension
Slides + PDF + Stripe admin
Merged Quotes
Versioning
Whoever has the latest filename wins.
▶Every redline is a version with a diff.
Custom terms
Re-keyed into Stripe by hand on signing day.
▶Modeled in the quote; flows through automatically.
Buyer experience
PDF emails and PDF replies.
▶Counter-sign in the same artifact your CFO will sign.
Approval routing
Slack DM to finance and pray.
▶Threshold-based routing with sign-off recorded.
Renewal visibility
Calendar entry someone may set.
▶90-day pings with full account context.
05 · FAQCommon questions

What buyers ask before signing.

Short, honest answers. The full answer lives inside the product.

01Can buyers sign without a Merged account?
+
Yes. Counter-sign happens via a unique link with no account creation. We record the signer, IP, and timestamp.
02Does this replace our CRM?
+
No. Quotes link out to your CRM of record (HubSpot, Salesforce, Attio). We focus on the quote → invoice motion; the CRM keeps owning the funnel.
03What about complex multi-year deals?
+
Multi-year ramps, mid-cycle add-ons, and partner discounts are first-class. The dial keeps the math legible.
04How do legal review cycles work?
+
Redlines are versioned. Legal can comment in surface. Major term changes can route through your existing review workflow before acceptance.
06 · OPENTry this surface

Stop emailing PDFs.
Start signing artifacts.

Spin your first quote in under five minutes. The next deal you close bills itself the first time and the renewal pings you 90 days before you forget.
Open the app →Talk to us →