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Sizepulse is a shared workspace where sales, presales and your customer capture the assumptions behind a deal — so the business case still holds up months later, even if the person who built it is gone.
Your CRM tracks that the deal exists. Your CPQ prices it once it's ready. Sizepulse is the workspace in between, where sales, presales and your customer validate the numbers a quote will be built on.
Your sales, presales and architects — one governed workspace.
By the time a deal reaches your CRM, the real work - the assumptions, the sizing, the sign-offs - already happened somewhere else. Usually in a spreadsheet nobody can locate six weeks later.
A stakeholder changes. A new SE takes over. Six weeks of ROI modeling, validated hypotheses and client-approved assumptions — gone. The next cycle starts from scratch, as if none of it ever happened.
The client pushes back. The champion asks for justification. The SE who built the model has left. Nobody can explain why that number was chosen — because the reasoning was never captured anywhere.
Three versions of the same business case. Two people working from different assumptions. Nobody sure which one reflects what the client actually validated. The wrong version goes into the QBR.
You feel it every quarter. Here's what it actually looks like at scale.
Four steps from deal creation to executive-ready data.
One place for the entire deal — assumptions, metrics, contributors, scenarios. Not an inbox thread or a shared folder.
Migration, transformation, optimization, AI initiative — each deal gets the right framework for the right conversation.
Sales, presales and architects contribute in one place. Every input is tracked, attributed and validated — no silent overrides.
Know exactly what's missing before executive reviews. A completeness score on every deal — no guesswork before the QBR.
Sizepulse gives your customers their own dedicated, intuitive interface to contribute the business metrics you need — no spreadsheet, no email thread, no confusion about what's being asked. Every metric they fill in becomes a validated assumption in the business case, attributed, timestamped, and traceable.
Not features. The four outcomes your VP Presales, Value Engineering and Sales leadership will actually care about.
The business case survives the people who built it. When a stakeholder leaves or a new SE takes over, the reasoning, assumptions and validations are all still there — ready to be picked up in hours, not weeks.
Every figure has an origin. Every assumption has a validator. Every change has a timestamp. When the client asks 'where does that number come from?' — you answer in seconds, not silence.
Business cases that can be justified on the spot, not reconstructed after the fact. Your ROI model holds up in front of the CFO because every input is attributed and every hypothesis is documented.
Decisions happen faster when the reasoning is already there. No more clarification workshops. No more rebuilding from scratch. Push validated assumptions to CPQ in one click and move on.
Our AI automatically understands your product structure and creates the framework your teams need to collect and govern deal metrics. No implementation project. No IT ticket. No consulting engagement.
No credit card required · Setup in under a day · White-glove onboarding included