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.
You're supposed to be delivering value. Instead you're writing scope docs.
Built to fit alongside your SaaS stack, not replace it.
Keep HubSpot, Salesforce, Pipedrive. CSV import your pipeline once, then send proposals from Frameboard.
Forward to procurement, legal, IT. Each gets their own link. You see every stage of approval live.
Proposal scope becomes project stages. Change requests are visible and tracked.
Your services team sees its own pipeline, close rate, revenue - separate from the broader sales numbers.
Clone SaaS implementation and professional services proposal templates. AI shapes scope, data migration, and enablement to each customer.
Free trial. Import your CRM pipeline as CSV. Pitch your next implementation inside Frameboard.
Start your free trialFrameboard 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.