Welcome back
Everything you need to work a deal from first conversation to signed merchant — in one place.
🧭 Work a new deal
Pick the business type, get the questions to ask, the right products, pricing and next steps — the whole sales process, guided.
Meet or beat🧾 Review a statement
Got a competitor statement? Compute their real effective rate and build the beat. No statement? Run projections.
Close it📤 Submit a deal
Per-product submission checklists — exactly what docs you need and where to send them.
Builder · one-pager · NextLink
📖 Sales PlaybookScripts · battlecards · field plan
📣 Marketing & BrandCards · flyers · signature
📁 Resource LibraryDocs · FAQ · portals · leads
⏰ Next steps due
Open pipeline →🕘 Recent deals
All deals →Discovery call sheet & quick tools
Reusable templates and checklists — discovery sheet, first 5 deals tracker, and more.
→ Open Quick Sales Tools ↗ — print the Discovery Call Sheet, track your first five deals, and find other templates.
The NextPay sales process
Every deal moves through the same path. Each step has a page in the sidebar.
| Step | What you do | Where |
|---|---|---|
| 1 · Prospect | Identify the business type and open the playbook | Deal Navigator · Industry Playbooks |
| 2 · Discovery | Ask the right questions — volume, ticket, pain, current processor | Deal Navigator |
| 3 · Solution | Match products (POS / terminal / gateway / invoicing) and placement | Deal Navigator · Products |
| 4 · Pricing | Pick the pricing model, check buy rates, estimate your residual | Pricing & Buy Rates |
| 5 · Statement | Meet-or-beat their statement, or run startup projections | Statement Review |
| 6 · Proposal | Build and send the proposal — it assembles live as you type | Proposal Studio |
| 7 · Submit | Package docs and submit the deal | Submit a Deal |
| 8 · Live | Merchant installed & processing — log them in your book | My Merchants |