Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
A simple flow from estimate to delivery.
- EstimateDefine scope, effort and pricing.
- Review and quoteCheck assumptions and approve the version.
- Accept and hand overConnect the accepted work to delivery and billing.
Everything you need to take work from quote to billing.
- Services estimatesScope phases, roles, hours, costs and assumptions.
- Versioned quotesBuild from catalog items and approve changes before sending.
- Client acceptanceKeep the signer, time and accepted version together.
- Orders and agreementsPreview the records a conversion will create.
- Invoice reviewReview, hold and regroup drafts from approved work.
- Recurring servicesManage recurring billing, retainers and prepaid balances.
Everything in Sales
Turn opportunities into estimates, quotes, orders, agreements and invoices without re-typing anything. Items marked Later come in a later phase.
Quotes and proposals
- Quotes from catalog items and rates
- Proposals with templates and reusable content
- Versions of every quote and proposal
- Approvals before a quote goes out
- Optional, recommended and alternative options
Services estimating
- Scope the work by phase and deliverable
- Resource roles with estimated hours and costs
- Estimated revenue, pricing and margin
- Assumptions, exclusions and dependencies
- Approved estimates become project budgets
Orders and agreements
- Sales orders
- Client contracts and agreements
- Fulfillment, back orders and partial fulfillment
- Order holds for credit or compliance
- Preview what a conversion will create
Client acceptance
- Send by email or a secure client link
- See when quotes are sent, viewed or expiring
- Clients accept, reject or request changes online
- Acceptance records signer, time and version
- Direct, partner, reseller and referral deals
Invoicing and payments
- Invoices to clients from approved time, milestones or fixed fees
- Review, hold and regroup draft invoices
- Each approved item billed exactly once
- Payments received and tracked against invoices
- Credit notes and client balances
- Basic accounts receivable, without the full Finance area
Recurring billing
- Subscriptions and recurring billing
- Flat, per-user, usage, prepaid-hour and retainer pricing
- Prepaid balances with low-balance warnings
- Automatic proration for mid-term changes
- MRR, ARR and renewals-due reports
- Sales commissions and incentive plans Later
Start with CRM. Keep the same context all the way through.
Each module keeps its own availability.
Common questions
Questions
Will client context carry through?
The planned flow links the opportunity, quote, agreement and work.
When can we start?
Sales is Planned. The private beta starts with CRM and Knowledge hub.