Bid, CRM & Contract Review

Contract review software that stops bad deals before they become problems

Sales wants to close fast; operations sees late changes, margin erosion and impossible terms. DO.Impact brings the customer pipeline, bid register and contract review gates into one place so commercial and operations agree before anything is signed.

  • No email
  • No credit card
  • No sales call

Prefer your own numbers? Start the free 7-day sandbox.

One customer pipeline from lead to signed contract

Opportunities, quotes and contracts live next to the customer record, so the commercial team always knows which deals are moving and the plant knows which commitments are coming.

  • Pipeline by stage, value, customer and expected close date
  • Quote history and version control linked to the opportunity
  • Handoff from CRM-style tracking into formal contract review

Five-gate contract review with RACI

Each deal passes through commercial, technical, quality, supply chain and financial gates. Owners and approvers are named, so risky terms are caught before signature instead of after launch.

  • Configurable gates: commercial, technical, quality, supply chain, finance
  • RACI register showing who must review, approve or be informed
  • Blocked status with clear reason and escalation path

Margin and feasibility checked early

The review pulls in capacity, material availability and estimated cost so the team can say no to unprofitable work — or renegotiate terms — before the contract is locked.

  • Estimated margin based on quoted price and standard cost
  • Capacity and material feasibility flags
  • Risk register capturing non-standard quality or delivery terms

Clean handoff to APQP, NPI and order execution

Once approved, the contract requirements flow straight into the APQP / NPI launch, the production schedule and the action tracker. Nothing is retyped, and nothing is forgotten.

  • Approved requirements feed the APQP launch checklist
  • Customer quality requirements copied into control plans
  • Order milestones tracked alongside production deliverables

Frequently asked questions

What is contract review software?

Contract review software gives manufacturers a structured place to evaluate bids, quotes and customer contracts before signature. It connects the commercial pipeline to feasibility, margin and risk checks so operations and sales agree on what the plant can actually deliver.

Who should be involved in the contract review?

A typical review includes sales, operations, quality, finance and — for unusual terms — legal or the owner. DO.Impact records the RACI for each gate so the right people sign off before the deal is committed.

How does this relate to CRM?

The customer pipeline and opportunity data feed the contract review. DO.Impact keeps CRM-style pipeline visibility next to the technical and commercial review, so the same record follows the deal from first contact to launched order.

Do we need a legal team to use it?

No. Most small manufacturers use the gates to catch operational risk — delivery dates, quality requirements, payment terms, tooling ownership — and escalate only the exceptions that need legal input.

What does it cost to start?

There is no setup fee. Open the read-only TitanScale demo workspace to see a complete bid-and-contract review process, then start the free 7-day sandbox with your own opportunities.

See it with your own numbers

Open the read-only demo workspace first — a complete manufacturer with boards, jobs, KPIs and a full board report. Then start the free 7-day sandbox with your own numbers.

  • No email
  • No credit card
  • No sales call

Questions first? Read the FAQ or see pricing.