Move complex deals from discovery to quote, without the spreadsheet back-and-forth.

Sizepulse gives Sales, Presales and customers one place to build the business case together — from the first metric to the final validated assumption.

The hidden work between CRM and CPQ

Spreadsheets, back-and-forth emails, alignment meetings, missing assumptions and outdated information slow down your most important deals.

CRM tracks the opportunity.

CPQ creates the quote.

Sizepulse manages everything in between.

Reality check

See what manual sizing is really costing your team

Enter your own numbers below — this is your team's math, not ours.

Your numbers are captured anonymously to help us understand this problem — no email, no login.

Let's start with your deals

Nothing complicated — just your quarterly volume.

4 AEs
11020304050
3 deals
15101520
5 days
0102030405060
The customer experience

Your customer isn't a passive recipient. They're an active contributor.

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.

A secure, guided link — nothing to download, no account required
Step-by-step metric collection with explanations for every field
Progress is auto-saved — they can complete it across multiple sessions
Real-time completeness tracking visible to both sides
Every customer input becomes a validated assumption with their name attached
If they need help, your AE can fill in on their behalf — same interface, full attribution
The fix

Turn the work between CRM and CPQ into one collaborative process.

Six things change the moment your deals run through one workspace.

One deal workspace

Every deal lives in one workspace instead of scattered spreadsheets and email threads. Sales, presales and architects all work from the same numbers.

Build it together with your customer

Prospects and teammates are walked through exactly what to fill in, one field at a time. Nothing gets skipped or misunderstood.

Every metric has context

Every metric and hypothesis is captured in a consistent, validated format. No more guessing what a spreadsheet cell was supposed to mean.

Fewer clarification cycles

Sales, presales and customers contribute directly in the same place. No more forwarding files or waiting on a reply.

Knowledge stays with the team

A new team member picks up a deal's full context in hours, not weeks. Nothing lives only in one person's head.

Ready-to-defend business cases

Every figure is tied to who provided it and when. Any question about a number gets answered instantly.

One deal, three experiences

One deal. Everyone works from the same information.

Sales
"You see exactly where every deal stands — no more chasing presales for a status update."
Real-time readiness score on every deal
No more forwarding spreadsheets to get an answer
One place to see what's blocking a deal from closing
At-risk deals this week
NovaSoft · $840K
Missing data volume fields
Review
Orbis Group · $1.2M
Confidence score: 41%
Escalate
ACME Corp · $1.24M
Ready to push to CPQ
Ready
Presales & Architects
"You spend your time validating, not chasing — every assumption is captured where you left it."
Contribute directly without owning the whole spreadsheet
See exactly what the customer has and hasn't confirmed
Hand off a deal without losing the reasoning behind it
Active deal workspaces
ACME Corp · CDP
All inputs validated
100%
NovaSoft · Analytics
2 scenarios pending review
67%
Orbis Group · Platform
Architect not yet assigned
12%
Customers
"You get a guided, no-login experience — never another spreadsheet to fill in alone."
Step-by-step form, no account required
Always know exactly what's left to complete
Someone can fill it in on your behalf if you're unavailable
Your progress
Deal metrics6 of 9 complete
Annual contract value✓ Confirmed
Current headcount✓ Confirmed
Data volume estimatePending
Outcomes

What changes when everyone works from the same information

Deals move faster

Less time spent chasing information and validating spreadsheets.

Customers understand what's being asked

Prospects know what they need to provide and why.

Knowledge stays with the organization

Deal knowledge stays with the organization.

Know when a deal is actually ready for CPQ

Assumptions and metrics are visible, structured and traceable.

How much faster could your enterprise deals move?

See how Sizepulse turns the work between CRM and CPQ into one collaborative process.

Twenty minutes. One real enterprise deal. We'll show you how it works.