Business deal
Gather key information about the business deal and its deadlines, automate notifications and tasks, securely store important documents and easily integrate with your accounting system. Sales, back office, engineers, technicians, installers, architects and accountants participates in the process as needed.
Centralised Deal Management
Automated, Role-Based Notifications
Secure, Integrated Document Vault
Without payment card
Deal-to-Delivery Command Center
A single, secure workspace that steers every business deal from tender to final handover—auto-assigning tasks, firing role-based alerts, tracking progress in real time, and feeding finance the documents it needs for error-free invoicing.
Capture Opportunities and Key Deal Details
Collect all essential information at the very start to ensure smooth execution later. From client needs to project deadlines, everything starts with accurate data.
Centralize Sales and Project Input
Make sure sales, estimators, engineers, and project managers all work with the same verified data.
Gather client requirements, location, and budget
Assign roles to sales, technical, and back-office teams
Track status from opportunity to confirmation
Securely store all initial deal data in one place
Confirm the Deal and Align All Teams
Finalize the deal by securing contracts and aligning all departments. Keep legal, finance, and operations in sync with automated handovers.
Contract and Approval Workflow
Manage reviews, approvals, and document control to secure the business and reduce risk.
Automate contract creation and version control
Notify teams when input or approval is needed
Store signed contracts securely and link to tasks
Connect to purchase orders, claims, and client records
Coordinate Production, Delivery, and Installation
From manufacturing to on-site assembly, coordinate all stages of fulfillment to meet client expectations on time and on budget.
Real-Time Task and Team Management
Ensure every department knows what to do, when, and how.
Assign engineering, logistics, and installation teams
Automate milestone tracking and progress updates
Link project records like housing units or claims
Provide access to all related documents and instructions
Close the Deal and Ensure Smooth Handover
Finish strong with professional handover, invoicing, and documentation. Ensure all client obligations are met before archiving.
Handover, Invoicing, and Documentation
Ensure nothing is missed before officially closing the project.
Generate and deliver client handover documents
Close tasks and trigger invoicing workflows
Link delivery data to warranty or after-sales services
Archive all records for future audits or references
End-to-End Deal Orchestration
An integrated workflow that centralises data, automates hand-offs, secures documents and delivers real-time insight—setting the stage for you to highlight the key benefits of each step in one clear list.
Centralised business deal management
The entire business deal process is efficiently managed in one place, ensuring transparency and minimising errors.
Approval processes
Dynamic evaluation by deal attributes and one-click approval.
Automated notifications
Automatically send notifications to relevant departments and teams based on the type of deal.
Secure document storage
Important contract documents are safely stored in one place, secured against unauthorized access.
Integration
The accounting department has all the necessary documents to create an invoice.
Link to other processes
Linking to other processes ensures consistency and visibility (e.g. client changes, entities such as housing unit, claims, mail, etc. can be displayed).
Real-time tracking
Complete overview of approval progress and audit trails.
Customized reports
Pre-defined and user-modified reports for reporting and analysis.
Spend Insights
Actual spend in real time, with automated insights to prevent overspending.
Use in practice
George, a project manager for a house construction outside Prague, needs to start a new deal for this construction. With our solution, each house can be commissioned as a separate unit, making it easy to add client changes, including different tiles from the standard. During construction, handover documentation are automatically generated and records of claims, orders and contracts are maintained. Upon completion of the project, TAS automatically creates a task for the accounting department to generate the final invoice and close out the deal.
What are Key Benefits for each department?
Empowering Key Departments to Work Smarter and Faster
Sales
Faster closes
Live pipeline view
Automatic follow-ups
Engineering
Up-to-date specs
Auto task assignment
Less rework
Operations
Role-based alerts schedule
Central log
Mobile access
Finance & Accounting
Invoice triggers
Audit-ready vault
ERP integration
Explore more
Explore our solution for other use-cases
Ready to get started?
A low-code platform for centralized business process management (BPM) enables users to create, monitor, and automate processes without extensive programming knowledge.
Without payment card
Driving Adoption with User-Friendly Design
Scalability Built for Growth
Unified and Seamless Integration
Limitless business automation
Compliance and Security by Design
Use-cases
Use-cases
