What is Sizepulse?▾
Sizepulse is the system of record for the value of complex deals. It captures why the client buys, which assumptions were retained, which metrics were validated and who signed off — so the business case survives team changes, long cycles, and complex organizations. Where CRM tracks the opportunity, Sizepulse preserves the reasoning behind it.
What is enterprise deal governance?▾
Enterprise deal governance is the process of systematically collecting, validating and governing the business assumptions, metrics and deal data that drive strategic B2B sales opportunities. It ensures that all contributors — sales, presales, architects and the customer — work from the same validated, up-to-date source of truth rather than fragmented spreadsheets and email threads.
How is Sizepulse different from CRM?▾
CRM systems track the opportunity pipeline — stages, activities, and deal metadata. Sizepulse governs what happens inside the deal: the business assumptions, technical sizing metrics, product configurations and scenario models that determine whether a deal is properly qualified and ready to price. Your CRM tracks opportunities. Sizepulse governs the assumptions behind them.
How is Sizepulse different from CPQ?▾
CPQ tools like Salesforce CPQ or Conga generate quotes from validated inputs. Sizepulse is the layer before CPQ — it collects and validates those inputs collaboratively across your team and your customer. Sizepulse integrates directly with CPQ systems to push clean, validated data with a single click when the deal is ready.
What does the customer experience look like?▾
Customers receive a secure, guided link — no account or download required. They fill in business metrics through a step-by-step interface with explanations for every field. Progress is auto-saved and visible to both sides in real time. If they need help, the AE can fill in on their behalf through the same interface with full attribution.
Who is Sizepulse designed for?▾
Sizepulse is designed for enterprise revenue teams: VP Presales who need to standardize execution across teams, Solution Engineering leaders who need to scale expertise without scaling chaos, Revenue Operations teams who need visibility into deal data quality, and Enterprise Sales leaders who need confidence in strategic opportunities before executive reviews.
How long does it take to deploy Sizepulse?▾
Sizepulse deploys in days, not months. The AI automatically understands your product structure and creates the governance framework your teams need. No implementation project, no IT ticket, no consulting engagement.
Does Sizepulse integrate with Salesforce and other tools?▾
Yes. Sizepulse integrates natively with Salesforce CPQ, Conga, DealHub, HubSpot and Microsoft Dynamics. A REST API and webhooks are available for custom integrations. When a deal is complete and validated, one click pushes clean, structured data to your CPQ.
What happens if we exceed our included governed opportunities?▾
Nothing breaks and there's no surprise invoice. Each plan includes an annual volume of governed opportunities; beyond it, additional opportunities are simply billed at your plan's per-opportunity rate, pay as you go. We reach out before you approach your limit, so an upgrade is always a conversation — never an automatic charge. You only ever pay for deals you choose to govern; users, CRM syncing and prospect activity are never counted.