Quote built to anchor at multi-year, in seconds
Multi-year pricing variants with stacked-uplift math, an AI-authored anchor recommendation, and expansion add-ons — Inbox-ready on any connected CRM, with an optional HubSpot quote-module embed
Agent layer · coming later · the foundation is free to start today
Renewal Quote
Quote built to anchor at multi-year
What you get
Three pricing variants: 1-year, 2-year, and 3-year with stacked-uplift math
AI-authored anchor recommendation with account-specific rationale
Expansion add-on options surfaced based on the account's signals
Customer-facing anchor narrative explaining why the recommended term is in the customer's interest
Quote content served to the customer-facing quote template automatically after review
Delivered in seconds. Run for any renewal deal to generate pricing variants, the anchor recommendation, and the customer-facing narrative, ready to review before the quote goes out.
Live demo · sample data from a real CRM we connected
See Renewal Quote on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
The agent generates a customer-ready quote with line items, totals, terms, and the customer-facing language.
Click “Run on sample” to see the output Renewal Quote produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Pick the Deal
Select the renewal deal. The agent pulls current ARR, deal history, and account signals from your connected CRM.
Configure Uplift and Term
Choose Conservative, Standard, or Growth as your uplift preset and confirm the renewal term. The agent computes 1-, 2-, and 3-year pricing variants automatically.
Review Variants and Anchor
See the three pricing options side by side with the anchor recommendation and the account-specific narrative. Adjust the framing if needed.
Quote Content Deployed
The quote content is stored and served to the BaseCommand module in your customer-facing quote template. The buyer sees the variant picker and anchor narrative when they open the quote.
The Difference
Stop guessing. Start knowing.
Without Renewal Quote
Renewal quotes built manually in a CRM without pricing strategy or multi-year math
No anchor recommendation, so the CSM picks a price and hopes it lands
Multi-year savings math calculated in a spreadsheet and pasted into notes
The customer receives a single-line quote with no framing for why multi-year is in their interest
With Renewal Quote
Three pricing variants computed in seconds from live deal data with stacked-uplift math
Anchor recommendation written for the specific account, not a generic 'multi-year saves money' line
Expansion add-ons surfaced based on the account's signals, not guesswork
Customer-facing narrative embedded in the quote the buyer receives
Capabilities
What's Inside
Stacked-Uplift Math
1-, 2-, and 3-year variants computed with proper stacked-uplift logic, so the multi-year discount is real, not just a flat percentage off.
Uplift Presets
Conservative (5% flat), Standard (7% flat), and Growth (10% flat) presets with configurable per-year uplift schedules for each term.
AI-Authored Anchor Recommendation
The anchor narrative is written for the specific account, grounded in CRM signals, renewal history, and the account's growth trajectory.
Expansion Add-Ons
Add-on options surfaced based on the account's signals: seat additions, module upgrades, or tier changes based on usage and engagement data.
Customer-Facing Quote Module
Quote content is served to a React module inside the customer-facing quote template. The buyer sees an interactive variant picker and the anchor narrative, not a PDF.
Built for you if…
You're a CSM who generates renewal quotes manually and wants pricing strategy baked in
You're a Renewal Specialist running multi-year proposals and need the math to be right every time
You're a CS leader who wants anchor framing to be consistent across the team, not CSM-dependent
You're managing a high-ARR renewal where a single percentage point of uplift matters
A renewal quoted with a multi-year anchor closes at a higher rate and higher value than a flat renewal quote.
Free to start · no credit card · connect your CRM in one click
Common Questions
Three presets: Conservative (5% flat, 2-3-3 per-year schedule), Standard (7% flat, 2-3-3), and Growth (10% flat, 3-4-4). You can also configure per-year uplift manually for any term.
No. The agent reads your deal data to build the quote. The quote content is stored in BaseCommand and served to your quote template. Nothing is written back to your CRM without your explicit action.
A module you install once in your CRM's quote template. After that, every quote generated through BaseCommand populates that module automatically. The buyer sees an interactive variant picker and the anchor narrative embedded directly in the quote they receive.
More in Renewals
Renewal Cadence Orchestrator
120/90/60/30/0-day cadence with role + CC matrix and drafted emails — Inbox + Salesforce Tasks on Salesforce, HubSpot tasks/workflow on HubSpot Pro+
Champion Watch
Fuses a champion-risk meeting signal with an external leadership-change signal on the same account and drafts a tactful re-thread email to a backup stakeholder
Proactive Outreach
For renewals with no active cadence, drafts a brief, warm proactive check-in email and emits it for review
Start free and see results in 2 minutes
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. Renewal Quote is part of the always-on agent layer coming later.
Free to start. No credit card.
Agent layer · coming later · the foundation is free to start today
Free to start · no credit card · see pricing