For B2B SaaS Services

Professional services, at SaaS velocity.

Implementation, onboarding, training, migration - the services that sit alongside your SaaS subscription. Frameboard handles scoping, signoff, payment, and delivery handoff without another tool in the stack.

Where SaaS services teams lose time

You're supposed to be delivering value. Instead you're writing scope docs.

Services sold after the SaaS saleAccount exec sold the seat. Now services have to sell the implementation. Clean handoff is rare.
Enterprise approval cyclesProcurement, legal, and IT all need to approve. Proposal gets stuck in email.
Scope creep mid-deliveryClient asks for "just one more thing". Without a living scope doc, it's never one more thing.
Services ARR is invisibleYour company counts SaaS ARR. Services revenue falls through the cracks despite being high-margin.

What Frameboard does for SaaS services teams

Built to fit alongside your SaaS stack, not replace it.

Works with your CRM

Keep HubSpot, Salesforce, Pipedrive. CSV import your pipeline once, then send proposals from Frameboard.

Multi-stakeholder approval

Forward to procurement, legal, IT. Each gets their own link. You see every stage of approval live.

Scope as source of truth

Proposal scope becomes project stages. Change requests are visible and tracked.

Services pipeline visibility

Your services team sees its own pipeline, close rate, revenue - separate from the broader sales numbers.

"We run services alongside our SaaS sales. Frameboard gives us our own pipeline visibility without imposing on the AE workflow."
Implementation-led SaaS companies using Frameboard
Read the playbook

Templates for B2B SaaS Services

Clone SaaS implementation and professional services proposal templates. AI shapes scope, data migration, and enablement to each customer.

See all templates

Add Frameboard to your services motion

Free trial. Import your CRM pipeline as CSV. Pitch your next implementation inside Frameboard.

Start your free trial

Frameboard is the only tool that combines AI proposal generation, a live catalogue, a client hub, leaderboards, and project delivery in one workspace. Everything else is a proposal editor.