New features
Quotes & invoices
Build sectioned, versioned price quotes with discounts, tax, validity dates, and optional or quantity-adjustable line items — then send them for online client approval with a captured e-signature (name, title, IP, timestamp, full audit trail). Convert an approved quote to an invoice in one click; only accepted lines and client-selected quantities carry over. Record payments (check, ACH, wire, credit card, cash), issue credit memos, and review outstanding balances by age bucket on the AR aging report. Nexie can also draft a quote from a pasted sales-call transcript. See Quotes & invoices.Contracts & e-sign
Turn a client agreement into a fully executed document package. From one contract record NEXOS CORE auto-generates the Service Order, MSA, and Contract Summary from your DOCX templates, walks the client through an ordered signing flow (with an optional ACH authorization step), stamps each signature into the document, and assembles a printable Executed Contract Package. Completing the final signature flips the contract to Active, promotes the company from prospect to customer, and applies escalation and SLA policies. See Contracts & e-sign.Purchase orders & procurement
Route purchases through an approval workflow — auto-approve small POs under a configured dollar threshold, gate the rest on a permissioned approver with optional signature capture, and push approved POs to QuickBooks. For distributor SaaS, dispatch an approved PO to Pax8 to provision the subscription and activate the linked contract line. Failed dispatches open a remediation queue with Retry (as-is or edit-and-retry) and Abandon, plus a per-PO audit timeline. See Purchase orders & procurement.Product catalog
The master list of everything you sell — services, hardware, and managed offerings — with monthly/yearly/unit pricing, automatic margin, MRR / ORR / NRR / product-sales revenue classification, SKU, MPN, QuickBooks account mappings, and product images. Attach legal documents (MSA, SLA, DPA, BAA) that must be signed when an item is sold. Nexie can auto-fill description, category, revenue type, billing type, and cost/price from just a product name. See Product catalog.Updates
- The Distributor catalog (Pax8) now lives under the Quotes, billing & contracts group alongside the new product catalog. See Distributor catalog.
Known limitations
- Contracts — there’s no automatic email on send yet. Sending generates the secure signing link; share it with the client manually from the contract’s detail page. The Executed Contract Package is HTML you print to PDF, not a pre-rendered PDF.
- Procurement — approving a PO does not auto-provision; dispatch is a deliberate action from the procurement queue. Distributor provisioning is Pax8-only today — other distributors return a “not provisionable” result. Procurement also requires the platform encryption key to be configured.
- Quotes — the transcript-to-quote drafter and product-catalog AI auto-classification both require a tenant Claude API key (Settings → Integrations).