Revenue / Revenue / Quotes 9+ features

CPQ and e-sign, on the deal record.

Your reps build, send, redline and sign quotes where the deal already is, with multiple currencies, products and billing providers. You set the prices and discount rules, the DealDesk agent routes approvals, and the rep decides when a quote goes out. When the buyer signs, the deal and your CRM update.

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g8 graph8 includes Quotes and e-Sign Works on the same data as every other part of graph8
9+ features
Quotes and e-Sign
How you pay

You pay execution credits for what the agents run, not per seat.

Quote builder Example . built from the Northwind deal record
Version 03
Line itemQtyPriceTotal
Team platform Unlimited users $99 / mo $99
Credits 10,000 Included $0
Onboarding 1 Custom $2,500
Redline and comments

Buyer and seller can comment, redline and accept changes in the document before signature.

Stage automation

When the quote is sent, viewed or signed, the deal moves to the next stage.

Features

What Quotes and e-Sign includes

Each feature works in the app. Where supported, your team can also use it through the MCP server or the CLI.

Feature

Product and price catalog

Multiple currencies, tiered pricing, volume discounts, term lengths, custom line items and bundles, in one product table.

Feature

Quote builder

Build a quote from the deal record, with proof, pricing, scope and signature in one document.

Feature

Duplicate and version

Copy a quote into a new version when terms change. The version history stays on the deal record.

Feature

Redline and comments

Buyer and seller can comment, redline and accept changes in the document before signature.

Feature

e-Signature built in

Send for signature in one click. The audit trail records the signer's email, IP address and time.

Feature

Stripe billing

Connect Stripe so a signed quote can start the billing or provisioning step you set up.

Feature

Payment links

An optional Stripe payment link on the signed quote, so buyers can pay one-time terms right away.

Feature

Stage automation

When the quote is sent, viewed or signed, the deal moves to the next stage. Nobody updates the stage by hand.

Feature

Quote analytics

See who opened the quote, which sections they read, where they paused and which line items were redlined most.

Replaces or syncs with

Teams that use PandaDoc, DocuSign CLM, Proposify or DealHub for quotes and signatures can do both in graph8, on the deal record, and connect the signed quote to billing and the deal stage.

PandaDoc DocuSign Proposify DealHub
CPQ software

Configure, price, quote, redline, and sign in one deal record.

CPQ software helps sales teams configure products, calculate pricing, and generate accurate quotes. graph8 adds redlines, e-signature, payment links, billing events, stage automation, and quote analytics without moving the work out of the CRM.

  • Configure products, bundles, currencies, discounts, and billing terms.
  • Build and version quotes directly from the active deal record.
  • Manage comments, redlines, approvals, and e-signature in one flow.
  • Advance stages and trigger billing or provisioning when the quote is signed.
Frequently asked questions
What is CPQ software?

CPQ software helps a sales team configure the right products, calculate approved pricing, and generate an accurate quote for the buyer.

Does graph8 CPQ include e-signature?

Yes. Quotes can be sent for signature with an audit trail that records the signer, timestamp, email, and IP information.

Can graph8 connect a signed quote to billing?

Yes. A signed quote can trigger the configured Stripe billing or provisioning event.

07 / Pricing

Free for verified companies. Pay for what the agents run.

Every plan has unlimited users. Credits pay for sending, calling and running the agents. Three plans.

Save 20% billed annually
For verified companies Free
Free forever
No credit card

Inbound, your first campaign and the AI front desk.

  • 5,000 starter credits as you get set up
  • 250 credits a month
  • Unlimited website visitors and form capture
  • AI web chat and AI receptionist
  • Send from your own business mailbox
  • 1 credit per contact reveal
Start Free
To scale outbound Team
$99 / mo
Billed monthly

Unlimited contact data and your own sending infrastructure.

  • 10,000 credits a month
  • Unlimited contact data, fair use
  • Mailboxes, domains and LinkedIn accounts
  • Dialer and outbound calling
  • Outside-provider enrichment
  • Export, API, MCP and CRM push
Start Team
For high volume and agencies Platform
$499 / mo
Billed monthly

Everything in Team, at the lowest credit price.

  • 75,000 credits a month
  • Everything in Team
  • Lowest credit price, $0.0067
  • Agency client workspaces
  • Higher fair-use and export limits
Start Platform

Start free with no credit card, or pick Team or Platform and pay monthly or annually at signup. You can change plans inside graph8 at any time, and your setup and data stay where they are.

Every plan
  • Unlimited users
  • Free search and browse of graph8 data
  • Getting started package: company research, brand kit, first landing page
  • Bring your own AI keys

Talk to us. Qualifying teams get 12 months of unlimited contact data, free. Talk to us

What the plans include

One platform, three plans

Every plan opens the same platform for the whole org. The plans differ in monthly credits, the price of an extra credit, contact data and sending infrastructure.

What the agents run

Paid in credits
  • Campaigns and sending infrastructure Mailboxes, domains, and deliverability run for you, end to end.
  • 5-channel sequencer Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
  • Dialer and AI voice agents Reps call from the built-in dialer. AI voice answers inbound calls, makes outbound ones and books the meeting.
  • AI inbox Every inbound email, LinkedIn message and reply sorted, drafted and answered.
  • Meeting routing and booking Route leads to the right rep and book the meeting automatically.
  • CRM, pipeline, and quotes Deals, quotes, and each rep's daily list in My Desk.
  • Studio content engine Brand, newsletters, landing pages, ads, and campaign content.
  • AI agents and workflows Operator and Executor agents for RevOps, deal reviews, and SDR work.

Contact data

Unlimited on Team
  • Unlimited contact data on Team and Platform Reveals are unlimited for every user on Team and Platform, under fair use. On Free, each reveal costs 1 credit.
  • Export, API and MCP bulk Exports, API and MCP bulk pulls, CRM push and webhooks on Team and Platform, under fair use.
  • Buying signals Visitors, intent, hiring, and job-change signals on every account.
  • Waterfall enrichment Outside providers on Team and Platform, pay on match or bring your own keys.
  • Free search and browse Your whole team explores 700M+ contacts and 100M+ companies.

For the whole team

Always on
  • Unlimited users, no seat fees Invite everyone. Pricing never scales with headcount.
  • Sending infrastructure on paid plans Mailboxes, domains and phone lines at cost plus 30%, LinkedIn accounts at $10 a month, paid from your credits.
  • Built-in CDP and integrations Warehouse, 500+ connectors, two-way CRM sync included.
  • Monthly or annual Pay monthly and cancel anytime, or pay annually and save 20%.
  • Fair-use rate limits Limits apply on all plans. They guard against scraping, not real GTM work.

Credits pay for sending, calling, AI and enrichment. Monthly credits are used first, then starter credits.

Start free

Try quotes and e-sign on your own deals

Sign-up takes about ten seconds with Google or Microsoft. Then an agent sets up the account with you. Connect Stripe when you want signed quotes to start billing. Free to start, no card.