Catalog, pricing, and bundles
Manage products, SKUs, effective-dated price books, volume tiers, and lightweight bundles in one place. Reps quote from governed pricing instead of rebuilding deals manually.
Product
Governed quoting for SaaS teams that have outgrown spreadsheets.
RuleDesk is not full enterprise CPQ. It is a focused governance layer for growing B2B SaaS teams that need accurate pricing, controlled approvals, clean revisions, and buyer-ready delivery.
Rules
Write policy in plain English. The engine enforces it deterministically.
"Manager approval when discount exceeds 15%." Admins author rules the way they'd say them; RuleDesk compiles each one into structured JSON once, at save time. At quote time only the stored rules run — never a live model call — so the same deal always gets the same answer.
AI stays advisory: copilot notes suggest overlaps and missing coverage, and semantic policy search answers "what needs CFO sign-off?" from your stored rules.
Deals & approvals
Every deal knows exactly who has to say yes.
Approvals route by discount, term, ARR, TCV, region, or SKU compatibility — with delegation, reassignment, and email actions so deals keep moving. When commercial terms change, stale approvals are invalidated and the revision increments automatically.
Reps see the escalation before they submit, not after finance bounces the deal back.
Buyer delivery
Buyers see the approved revision. Nothing else.
Send a governed quote as a clean, tokenized buyer link with a final snapshot, PDF export, and typed acceptance trail — name, signature text, timestamp, and origin recorded. The customer can't land on a stale draft, and RevOps can always prove what was sent and what was accepted.
AI quote drafting copilot
Reps can describe the deal and let AI suggest products, bundles, quantities, term, discount reasons, and exception context from the live catalog and policy hints. The draft is advisory until a human reviews it.
Quote lifecycle and revision control
Quotes move through draft, approval, sent, accepted, expired, and superseded states. When commercial terms change, RuleDesk increments the revision and invalidates stale approvals automatically.
Auditability without enterprise overhead
RuleDesk keeps an audit trail for quote changes, approval decisions, lifecycle changes, and core commercial actions so RevOps can explain what changed, who approved it, and what was sent.
Semantic policy search and rule copilot
Ask policy questions in natural language and get grounded answers from stored rules, clauses, and approver routes, plus suggestions for missing or unclear governance coverage.
Works with HubSpot early access
Connect a HubSpot portal to sync accepted quotes to deals and attach the signed PDF automatically. In early access with founding customers — tell us if you want in.
Try it before you talk to sales.
The demo workspace is loaded with sample products, rules, and three example deals (one clean, one routes to VP, one blocked). It's the fastest way to see the governance loop in under a minute.