SaaS

Orbit — revenue desk

Quote-to-cash workspace—CPQ light, contracts, and renewal plays.

Next.jsCPQ rulesCRM sync

Highlights

Guided quoting with discount guardrails and bundle rules
Contract templates with clause libraries and redlines export
Approval workflows with SLA timers and escalations
Renewal cockpit with usage signals from product analytics
ARR bridges for finance planning

Overview

Orbit helps mid-market SaaS teams run revenue without a zoo of spreadsheets: guided quoting, contract generation, approval chains, and renewal forecasting. Sales sees margin guardrails; finance sees recognized vs booked—tied to CRM opportunities with conflict detection.

At a glance

Snapshot signals we optimize for on this engagement—useful for stakeholders comparing fit and scope.

Teams: Sales · RevOps · Finance
Scope: QTC lite
Integrations: CRM · e-sign

How we delivered

Phased cadence—discovery through hardening—so expectations stay aligned with risk and learning cycles.

Blueprint
Mapped quote and contract lifecycle with RevOps.
Pilot
Quotes + approvals for one segment.
Expand
Renewals, ARR views, and analytics hooks.

Alignment

Objects map cleanly to Salesforce or HubSpot deals—no duplicate ‘system of truth’ debates.

Controls

Dual signatures for non-standard terms with legal queue visibility.

Forecasting

Renewal risk scores blend usage, NPS, and payment health—tunable per segment.

Screenshots

Additional UI captured in desktop framing—same product, more surface area.

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