The Deal Execution Platform

Nothing manages how deals actually get done.
NovaPact does.

The experience layer on top of Salesforce Revenue Cloud. One workspace where every person and every piece of the deal converges.

See it in action How it works →
The Problem

Salesforce tracks deals. CPQ prices deals.
Nothing manages how deals get done.

Enterprise deal execution is fragmented across email, Slack, PDFs, and spreadsheets. The people who need to act can't see what's happening.

Pricing decisions in Slack
Discount discussions happen without margin data, deal history, or an approval trail.
Blind approvals
"Approve 22% discount" with zero visibility into margin, buyer engagement, or what the rep is actually trying to close.
Buyers get PDFs
Your customer's experience of a $500K deal is a static PDF attached to an email.
Handoffs that lose the thread
Every deal question triggers "what's the status?" in Slack. Relationship intelligence lives in the rep's head, not the system.
The Product

One workspace.
Every perspective.

The same deal, shaped by who's looking. Rep builds. Manager approves with context. Buyer engages in an experience, not a PDF.

Acme Corp — Platform Deal
Sarah · AE
Quote: Option B — Scale
PlatformYear 1 (2026–2027)
Cognite Data Fusion$8,500/yr
Core Platform$5,000
API Access$2,000
Storage 50GB$1,500
Services
Quickstart$10,000 $8,50015% off
PS Fixed Fees$15,000
Support24 months
Premium Support$500/mo
Deal Summary
Recurring$14,500/yr
One-time$23,500
Support$12,000
Discount$1,500 (4%)
TCV (2yr)$64,500
Margin
0%68%100%
Acme Corp — Platform Deal
Mike · Manager
Action Required
Approve 15% discount on Quickstart
Deal Value
$64,500 TCV
Blended Margin
68%
Buyer Engagement
High — 3 visits today
Comparable Deals
Avg discount 12–18%
Rep note: "Buyer comparing against DealHub — 15% matches their competing offer on services."
Acme Corp
Buyer Portal
Prepared for Acme Corp

Your platform deal.

We've put together two options based on our conversations. Choose the path that fits your timeline and goals.

Growth
$38,500 /yr
  • Core platform access
  • Standard support included
  • Lower upfront commitment
Recommended
Scale
$64,500 /2yr
  • Full platform + premium support
  • Dedicated implementation team
  • Quickstart included (15% off)
Have a question about this proposal? Message your team...

Sarah builds the quote in 60 seconds — visually, with AI guidance, priced by Salesforce Revenue Cloud.

Platform Capabilities

Not a mockup.
This is what ships.

Every capability below is built, deployed, and working. NovaPact isn't a pitch deck — it's a platform.

Interactive Deal Rooms
Buyers get a branded, interactive workspace — not a PDF in an email. Quote comparison, messaging, e-signature, all in one place.
How it works: Email-gated access with magic links. 7-day sessions. Every visit tracked for engagement signals.
Approval Intelligence
Managers approve with full context: deal size, margin impact, buyer engagement, comparable deals, and the rep's competitive notes.
Role-aware: Finance sees ARR, cash flow, rev rec. Managers see margin and engagement. No more "approve 22% discount" in a vacuum.
Slack-Native Messaging
Buyers message from the deal room. Sellers reply in Slack. Bidirectional bridge with <10s sync, full audit trail.
No new app for sellers. Auto-created #deal channels. Thread-based replies. HMAC-verified, idempotent, append-only.
AI-Assisted Structuring
Claude analyzes the opportunity and suggests quote presentation: recommended options, pros/cons, badges, and a personalized deal letter.
AI assists, never decides. Rep reviews and tweaks every suggestion. Salesforce remains the source of truth for pricing.
DocuSign E-Signature
Generate proposals and send for signature without leaving the deal room. Anchor tabs, signer validation, envelope tracking.
End-to-end: Quote → proposal → signature → closed deal. No context switching, no manual PDF generation.
Role-Aware Workspaces
Same deal, different lens. Reps see the builder. Managers see approvals with context. Finance sees margin and cash flow. Buyers see the experience.
One workspace, four perspectives. Activity feeds, action boards, and next-step guidance — all shaped by who's looking.
Why Us

Built by the people who
implement Revenue Cloud.

We didn't study Salesforce CPQ from the outside. We've configured it, debugged it, and rebuilt it across hundreds of orgs. NovaPact exists because we kept seeing the same gap: the engine is powerful, but the experience breaks every deal.

500+
Salesforce projects delivered
10+
Years in revenue operations
50+
Revenue Cloud implementations
Multi-tenant isolation
Immutable audit log
Data stays in Salesforce
SOC 2 ready architecture
How It Works

Built on Salesforce.
Not instead of it.

Salesforce is the engine. NovaPact is the experience. Your data, your rules, your pricing — wrapped in an interface people actually want to use.

Salesforce Opportunity
NovaPact Deal Workspace
Rep View
Manager View
Buyer Portal
Revenue Cloud → Priced Quote → Signed Deal
Launched from a Salesforce Opportunity — one click
Pricing by RCA — we guide, Salesforce calculates
Every deal state persisted back to Salesforce
Your data never leaves your Salesforce org
Why NovaPact

Experience without compromise.
Engine included.

Other tools replace your pricing engine to give you a better UI. NovaPact keeps your engine and gives you the experience.

CPQ Overlays

Replace your pricing engine with theirs
Another system to maintain and sync
Buyer gets a portal — seller still uses Salesforce
Vendor lock-in on pricing logic
Data lives in another system

NovaPact

Keeps Revenue Cloud as the engine
One workspace — no sync, no duplicate data
Buyer, seller, and manager in the same experience
Your rules, your pricing, your Salesforce org
Data stays in Salesforce — always

Where deals converge.

See it in action