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RuleDesk

Straightforward pricing

Pay for quote builders.
Bring your reviewers along.

Choose the workflow depth your team needs. Approver-only and read-only users do not require a quote-building seat.

USD per active quote-building seat · Annual prepay saves approximately 17%

Starter

$19 / seat / month

A controlled catalog and quote workflow for small teams.

3-seat minimum · $190 per seat annually

  • 50 quotes per month
  • Catalog, bundles, and one price book
  • One-stage approval
  • Branded PDFs and buyer acceptance
  • Currency, tax, and audit history
Discuss Starter

Scale

$79 / seat / month

Deeper deal intelligence and a branded commercial experience.

8-seat minimum · $790 per seat annually

  • Everything in Growth
  • AI risk briefs and deal coaching
  • Semantic policy search
  • White-label PDF output
  • Read-only MCP assistant connections, with admin approval
  • Priority implementation and agreed support options
Discuss Scale

Bring the whole buying team

Reviewers stay free.

Seats are for people who create or edit quotes, including sales reps, commercial operations, and company admins. Review-only participation does not add a quote-building seat.

Paid seats
Quote creators and editors
Free participation
Approver-only and read-only users

A reviewer who also builds quotes needs a paid seat.

Compare the details

Choose by workflow depth.

Capabilities by plan
CapabilityStarterGrowthScale
Quotes per month50UnlimitedUnlimited
Approval stagesOneMultipleMultiple
AI quote drafting & rule authoringNot includedIncludedIncluded
HubSpot & SalesforceNot includedIncludedIncluded
Renewals, amendments & rampsNot includedIncludedIncluded
AI deal intelligence & policy searchNot includedNot includedIncluded
Company SSONot includedIncludedIncluded
Read-only MCP connectionsNot includedNot includedIncluded, subject to availability
Customer email templatesIncludedIncludedIncluded
White-label PDFNot includedNot includedIncluded

Founding customer program

50% off Growth or Scale for your first year.

Available to the first 10 paying customers in exchange for a published case study and one reference introduction after measurable value. Contact us to confirm availability and terms.

Ask about the founding offer

Optional services

Get help where you need it.

Implementation accelerator

Catalog import, branding, and policy-library setup.

$1,500 once

Regional requirements

Discuss hosting and support requirements with the team before purchase. Region selection is not part of self-service signup.

Discuss requirements →

Before you start

A few practical answers.

Which plan is included in the trial?

Create your workspace to start a 14-day Growth trial. Starter and Scale buttons contact the team; they do not create a different trial.

What happens when the trial ends?

The workspace becomes read-only until a paid plan is activated. You can still sign in and view your data. There is no automatic charge.

How do we choose or change plans?

Contact the RuleDesk team using the plan links above. The team confirms the plan, seats, billing term, and effective date before activating the change. Billing is currently handled by invoice.

How are SSO and MCP activated?

Company SSO is included with Growth and Scale; read-only MCP connections are Scale-only. Both require platform availability and company-admin configuration. SSO requires a verified provider setup. MCP also requires an approved compatible client and each user's consent. Contact us to confirm MCP availability before relying on an external assistant connection.

How is AI usage handled?

AI capabilities depend on platform availability, your plan and workspace settings. Usage is subject to workspace limits and fair-use controls.

Does RuleDesk replace our CRM or billing system?

RuleDesk handles governed quoting and acceptance alongside your CRM. It does not replace an accounting ledger, invoicing system, or billing platform.

Start with the workflow

See it. Try it. Make it yours.