Sales tools Live
Apps and utilities that speed up day-to-day selling.
Email Generator
Generate tailored outreach emails for prospects in seconds. Great for first touches and follow-ups.
Add a new tool
Admin can add tools via "+ Add card" above.
Playbook Outbound
Prospecting, cold outreach, qualification. Everything you need before the first meeting.
Email Generator
Generate tailored cold outreach emails in seconds.
LinkedIn DM scripts
Connection request + first-touch templates.
Discovery question library
BANT / MEDDIC questions tailored per persona.
Objection handling
"We already have a tool", "send pricing", etc.
Booking page
Your Calendly/HubSpot scheduling link.
Playbook Closing
Demo, negotiation and close. Materials and references for live opportunities.
Master pitch deck
Latest version for prospects.
ROI calculator
Show prospects the margin protection numbers.
Case studies
Filterable by industry and customer type.
Customer references
Who to call when prospects want to talk to a customer.
Win/loss log
Record outcomes — fuel for future battle cards.
Playbook Customer Success
Onboarding, renewal, expansion. Everything you need to keep and grow accounts.
30/60/90 onboarding
Standard onboarding plan for new customers.
QBR template
Quarterly business review structure.
Renewal playbook
Timing, talk track, and risk signals 90 days out.
Expansion guide
When and how to upsell modules.
Health-check template
How to score account health.
Sales videos For retailers
Share these with retailer prospects to introduce PriceShape and how it solves their challenges.
PriceShape walkthrough
A walkthrough you can share with retailer prospects to introduce PriceShape.
Add a retailer video
Admin can add new sales videos for retailer prospects.
Sales videos For brands
Share these with brand & wholesale prospects — different angle, different value props.
Add a brand video
Admin can add new sales videos tailored to brand & wholesale prospects.
Training videos Internal
For the sales team — product training, internal demos, onboarding. Not for sharing with prospects.
Add a training video
Onboarding videos, internal product demos, etc.
Pitch materials
Decks, one-pagers and case studies to send to prospects.
Master sales deck
The canonical pitch deck.
Case studies
Success stories from existing customers.
One-pagers
Short, shareable PDFs by use case.
Documents Google Drive
Contracts and standard documents you'll need during the sales cycle.
Mutual NDA
Standard mutual non-disclosure agreement. Make a copy in Drive before sending.
Service Level Agreement
Our standard SLA covering uptime, support response times and incident handling.
Master Service Agreement
The default MSA template used for new enterprise customers.
Data Processing Agreement
GDPR-compliant DPA — required for customers in the EU.
Pricing & quote sheet
Calculate quotes based on competitors, products and modules.
Order form template
Use this to send the final order form for signature.
Battle cards & resources
Objection handling, competitor info and FAQs.
Competitor battle cards
Quick comparisons vs. the most common competitors.
Objection handling FAQ
Answers to the questions prospects ask the most.