RuleDesk

Pricing

Simple per-seat pricing. Approvers free.

AI-first deal governance for B2B SaaS teams of 5–25 reps. Cheaper than PandaDoc CPQ, faster to deploy than Salesforce CPQ, and the only tier that bills sales seats — your approvers, finance, and legal viewers stay free, on every plan.

No credit card to start. Annual prepay saves 17%. All prices in USD, billed per active sales seat per month.

Starter

$19 / sales seat / month

For small teams just leaving Google Docs and DocuSend. Get a real catalog, branded PDFs, and audit trail without a deal-desk overhead.

  • Up to 50 quotes / month
  • Single price book + bundles
  • One-stage approvals
  • Branded PDF (logo, brand color, footer)
  • Tax line + workspace currency
  • Buyer link + email send + accept flow
  • Full audit trail
  • Email support

Min 3 seats · Annual: $190/seat/yr

Most popular · Growth

$39 / sales seat / month

The heart of RuleDesk. Multi-stage approvals, AI quote drafting, the AI rule authoring engine, and the discount-threshold matrix that replaces your spreadsheet deal desk.

  • Everything in Starter, plus:
  • Unlimited quotes & quote-selectable price books
  • Multi-stage approvals + delegation + SLA nudges
  • Discount-threshold matrix (Manager / VP / CFO / Legal)
  • Tiered, volume, and effective-dated pricing
  • Renewal/amendment draft cloning + ramp schedules
  • AI quote drafting from seller notes, catalog, bundles, and policy hints
  • AI rule authoring — natural language → deterministic JSON
  • Line-level margin and discount policy rules
  • PDF preview, link rotation, ownership transfer
  • Chat support

Min 5 seats · Annual: $390/seat/yr (≈$32/seat/mo)

Scale

$79 / sales seat / month

For teams who want full AI deal intelligence, white-label PDFs, and priority launch support at a price that doesn't require a Salesforce-sized contract.

  • Everything in Growth, plus:
  • AI deal intelligence — risk briefs, sales coaching, approval briefs
  • Semantic policy search + rule copilot suggestions
  • White-label PDF (no RuleDesk watermark)
  • Priority implementation support
  • SLA-backed support, dedicated CSM, QBRs

Min 8 seats · Annual: $790/seat/yr (≈$66/seat/mo)

The lever everyone else gets wrong

Approvers and viewers are always free.

RuleDesk only charges for users who actually build deals — sales reps, RevOps, admins. The people who review deals don't pay anything, ever, on every plan.

Free: Approver seats

Manager, VP, CFO, and Legal approvers get full access to the inbox, email-link approvals, comments, and audit trail. They never count against your seat license.

Free: Read-only viewers

Finance and legal observers (Growth and Scale) can watch the deal desk and pull audit reports without consuming a paid seat.

Free: Buyer link

Your customers accept quotes through a public, tokenized link. There's no per-buyer fee, no per-signature fee, no e-signature add-on.

What's in each plan

A direct comparison. We try not to gate the basics behind the upper tier.

Capability Starter Growth Scale
Branded PDF (logo, color, footer)
Tax line + workspace currency
Buyer link + email send + accept flow
Full audit trail
Free approver + viewer seats
Quote volume50 / monthUnlimitedUnlimited
Price books1Unlimited, selectable on quoteUnlimited, selectable on quote
Approval workflow1 stageMulti-stage + delegation + SLA nudgesMulti-stage + delegation + SLA nudges
Discount-threshold matrix
Tiered / volume / effective-dated pricing
Renewal/amendment draft cloning + ramp schedules
AI rule authoring
AI deal intelligence + coaching + briefs
White-label PDF (no watermark)
SupportEmailChatSLA-backed + CSM + QBRs
Minimum seats358

Founding customer offer

50% off Growth or Scale for the first 12 months.

For the first 10 paying logos: half price for a full year in exchange for a published case study and an intro reference call. Lock in a price the rest of the market won't see.

Add-ons

Optional and intentionally short. We'd rather not nickel-and-dime.

Implementation accelerator

Catalog import, branding setup, rule library seeded from your existing policies. $1,500 one-time. Growth and Scale only.

Sandbox workspace

Isolated workspace for testing rule changes, price-book updates, or new templates before they hit production. $99 / month. Any plan.

EU data residency

Customer data hosted in EU region with regional support hours. +20% on Scale list price.

FAQ

How does the seat count work?

You pay for users who can create or edit quotes — typically sales reps, RevOps, and admins. Approvers (Manager / VP / CFO / Legal) and read-only viewers are free on every plan, with no cap.

What about AI usage?

No token meter. AI quote drafting and rule authoring (Growth+) plus AI deal intelligence and semantic policy search (Scale) are included in the seat price under fair-use caps that real teams don't hit. If you do, we'll talk before changing anything.

Can I switch plans?

Yes. Upgrade any time and pay the prorated difference. Downgrade at the next renewal — your data and history stay intact.

What happens at the end of the trial?

Your workspace stays in read-only mode until you pick a plan. No surprise charges, no auto-conversion. Drafts and audit history remain available to import or export.

Annual or monthly?

Both. Monthly is full list. Annual prepay saves 17%. Multi-year (24 months) saves 25%.

What's not in RuleDesk?

Billing/invoicing, full CLM redlining, deep CRM build-outs. RuleDesk does deal governance + CPQ-lite and leaves those systems to the tools that already do them well.

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.