Vendor questionnaires
Drafts every answer from your answer library and company documents. A person approves each one, then the answers go back into the buyer's own spreadsheet.
Quarter end is closer than the forecast thinks
Your CRM says Commit. Procurement says January.
QuarterLock takes the deals your CRM calls Commit and works out what still has to happen before each can sign: the security review, the redlines, supplier setup, the purchase order. It tells you whether that fits before quarter end, and AI drafts the paperwork that's holding it up for your team to approve.
Three deals in Commit. One is safe.
Each ring is a deal, running clockwise from today. The lock at the top is quarter end; anything past it signs next quarter. Switch on a fix and watch the ring pull back.
Locked £240K At risk £180K Next quarter £95K
Example deals and durations, for illustration. 34 working days to quarter end.
Acme Corp, £240K
Locked: signs in 21 working days, with 13 to spare.
Globex, £180K
At risk: 1 working day short today. Answering the questionnaire sooner, or starting supplier setup today, closes the gap.
Initech, £95K
Won't make it: signs 7 working days into next quarter.
How it works
It does the paperwork that's in the way.
Contract redlines
Sorts the buyer's edits against your standard positions, sends each to whoever may decide it, and writes your counter-redline into their Word file.
Supplier setup
Keeps the certificates and details buyers ask for, with their expiry dates, and prepares the supplier registration for you to approve.
Signature
Knows who signs on the buyer's side, when they're away, and what still sits in front of them.
PO to paid
Follows the signed deal through purchase order, invoice and payment, and says when one is overdue.
The verdict on every Commit deal
Three answers. No maybes.
Fits
Every remaining step fits before quarter end.
At risk
It's short today, but the gap can be closed. You see the step that decides it, and what would pull it in.
Won't make it
The gap comes from a date nobody on your side can move. You hear it now, not on the last day.
How AI helps
AI does the reading and the first draft. Your people make every call.
It reads what the buyer sent
Forward the email or paste the supplier guide. It proposes the changes to the plan, each with the exact words it came from.
It writes the first draft
Questionnaire answers come from your own answer library and company documents, each naming its source. What it can't support is left for you.
It answers in plain words
Ask a question and the answer comes from your own close plans, with links. It can suggest a change or draft the chase email; you apply it, and you send it.
What it never does
Decide. Nothing is agreed, and nothing reaches a buyer, until someone on your team approves it.
Guess the verdict. Fits, at risk or won't make it is counted in working days along the steps that set the date. No model predicts it.
Take orders from a buyer's text. Emails and contract wording are read as content, never followed as instructions.
With your CRM
Your CRM stays in charge. Nothing to re-enter.
- 1
Sign in to your CRM
One sign-in connects it. There's nothing to install in the CRM.
- 2
Your Commit deals arrive
It takes the deals your CRM already forecasts as Commit, with their amounts, owners and close dates.
- 3
It keeps up
Change a deal in the CRM and QuarterLock picks it up within about a minute.
- 4
The answer goes back
Switch it on, and each deal's verdict and next step are written to its CRM record, with a link to the plan.
What your reps see in the CRM
An example of what QuarterLock writes to the record. Reps see it without leaving the CRM.
Works with
- Salesforce
- HubSpot
- Dynamics 365
- Pipedrive
- Zoho CRM
- Close
Also reads from
- Microsoft 365
- Google Workspace
- DocuSign
- Vanta
- Gong
Lock the quarter.
Run QuarterLock on your real Commit deals for one quarter. By the first forecast call you'll know which ones fit, which are at risk, and which to move.