RuleDeskBuild your catalog
Products, services, bundles, currencies, costs, margins, and price books form the source of truth for your quotes.
The RuleDesk product
One workspace.
A better way to complete deals.
Help sales prepare great work. Give your company clear control over the commercial terms that reach the buyer.
01 / Your sales assistant
Meet Tom.
Make it your team's own.
Find product answers, prepare a customer meeting, or assemble a quote draft with an assistant grounded in your workspace.
- Product answers with references to published knowledge
- Quote preparation from notes and selected email content
- Private drafts and proposed changes ready for review
- Configurable assistant name, enabled skills, and supporting knowledge
AI features require platform availability, an eligible plan and company-admin configuration. Product answers also need appropriate catalog or published guidance. Confirm enabled capabilities during onboarding.
A reviewable proposal
“Turn this customer request into a quote.”
- Paste or upload the email.
- Choose the content to use and your review language.
- Review the suggested buyer, products, quantities, and terms.
- Calculate the quote against your catalog and policies.
Ambiguous details stay visible for review. A draft does not send itself.
02 / Commercial precision
Flexible pricing. Consistent calculations.
Keep commercial terms together instead of reconstructing them across documents and spreadsheets.
Model the terms
Support effective dates, volume tiers, recurring and one-time charges, renewals, amendments, and ramp schedules.
Use written policy
Prepare structured rules from policies in different languages. Review the interpretation before deterministic rules go live.
03 / Rules & approval
Know why a deal needs review.
See required approval, warnings, blocking conditions, and clauses before the quote reaches the buyer.
- Company-admin review and configured approval routes
- Multi-stage approval, delegation, and reminder support
- Commercial edits invalidate approvals for older revisions
- Audit history connects the request, decision, and final terms
ILLUSTRATIVE APPROVAL EXAMPLE
Northstar expansion
- Requested discount
- 20%
- Policy threshold
- 15%
- Outcome
- Required approval
Awaiting company-admin review
Your own policies determine the actual route.
04 / Test with confidence
Rehearse in Sandbox.
Review before Live.
Test commercial policy and configuration in an isolated environment using synthetic quotes and saved scenarios.
- Pricing, policy, and multi-stage approval simulations
- Buyer acceptance and signed-document rehearsals
- Reviewed configuration packages with fresh test evidence
- Saved configuration versions and reviewed recovery
A deliberate change process
- Prepare the configuration in Sandbox.
- Run scenarios and inspect the outcome.
- Review supported changes and their Live impact.
- Publish only after the required checks and confirmation.
Synthetic provider rehearsals do not send customer emails or update a live CRM.
05 / The buyer experience
Make the final step feel considered.
Give buyers a clear, branded quote tied to the approved commercial revision.
Your company, represented
Use your workspace logo, legal seller details, document templates, clauses, and customer email copy.
Acceptance with evidence
Tokenized buyer links, typed or drawn signatures, consent, final snapshots, and certificates of completion keep the record connected.
Finish the handoff
Review delivery of retained signed quote and certificate PDFs, and sync configured accepted outcomes to the linked CRM.
Explore integrations →See the flow for yourself