The operational platform behind modern client approvals.
Routecore helps teams create proposals, structure pricing, import old rate sheets with AI, collect compliance, give clients self-serve access, and capture secure approval trails — without spreadsheets, email chains or disconnected workflows.
Rates, estimates, compliance and team invites in one place.
OTP verification with a traceable approval timeline.
One platform from first proposal to operational readiness
Routecore connects pricing, document intake, client collaboration, compliance collection, approval history and renewal visibility in one workflow.
Build and reuse structured schedules of rates instead of starting from scratch each time.
Convert legacy PDFs into editable pricing data with reviewable evidence and exception handling.
Give clients a clean place to access rates, compliance, approvals and estimates without email chaos.
Store insurances, licences and supporting documents in one place with clearer client handover.
Track upcoming renewal windows and expiring agreements before they become a problem.
OTP verification, event history and an approval trail built to reduce disputes and guesswork.
Turn old PDFs into structured, reusable pricing templates
Import legacy schedules of rates and proposal documents, extract structured data with AI, review supporting evidence, resolve exceptions, and turn static documents into reusable templates your team can work from.
Where teams lose control
The problem is rarely just one approval. It is scattered documents, outdated pricing, compliance chasing, messy client handover and no clear renewal visibility after sign-off.
Critical rate information lives in static documents that are hard to update and harder to reuse.
Teams spend too much time following up on insurances, licences and supporting documents through email.
Signed proposals, active rates, estimates and renewal dates end up split across inboxes and spreadsheets.
From document intake to signed approval
Routecore supports the workflow before, during and after the signature.
Start from a new template or import an old PDF and structure it with AI.
Review rates, terms and compliance requirements before anything leaves your team.
Deliver a clean approval experience instead of large attachments and unclear version history.
Clients can review active rates, upload compliance information and share access with their team.
OTP verification and event history help make sign-off clear and traceable.
Carry approved rates, compliance visibility and renewal tracking into the next stage of work.
Give clients a portal they’ll actually use
Clients can access signed rates, review proposal history, upload compliance documents, invite colleagues, and estimate costs using a built-in calculator — all without back-and-forth email chains.
Built to make sign-off clear, traceable and defensible
When approvals matter, you need more than a signature. Routecore records the path from review to verification to final sign-off.
Confirm the signer before approval is accepted.
Keep critical supporting documents and acceptance context closer to the approval itself.
Key actions appear in order with timestamps to reduce guesswork later.
What happens after signature still matters
Routecore is designed to carry signed work forward — not leave your team with another disconnected handover.
Teams keep a clearer record of what was approved, when it happened, and what version was accepted.
Clients can continue supplying required documents through a cleaner workflow instead of email follow-up.
Approved rates, active documents and renewal visibility stay closer to the work that follows.
Security and traceability built into every approval
Designed to reduce disputes, tighten visibility and separate the right people from the wrong workflows.
Confirms the signer before approval is captured.
Key actions can be recorded with timestamps for clearer traceability.
Separate internal access, tenant settings and client-facing workflows more cleanly.
Move from approved proposal to usable rate data and client access without another manual process.
Keep approvals, compliance and key documents closer to the system instead of scattered across email threads.
Approval history, renewals and activity become easier to follow as relationships and rate sets evolve.
Built for teams managing pricing, risk and client approvals
Routecore is designed for businesses that need operational clarity as much as they need a signature.
Keep proposal handover, client readiness and internal workflow connected instead of split across tools.
Centralise insurances, licences and supporting documents with clearer expiry visibility.
Manage pricing templates, approvals, renewals and client communications from one operational base.
Replace disconnected spreadsheets, PDFs and email approvals with a cleaner client-ready system.
Stay ahead of renewals, expiry dates and pricing change
Routecore helps teams manage the work that continues after approval — from tracked renewals and reusable pricing templates to compliance visibility and activity oversight.
Bring proposals, pricing and compliance into one system
Routecore is built for teams that need cleaner approvals, better client handover, reusable rate structures and more operational visibility after sign-off.
Access that scales with your business
Routecore can be rolled out with guided onboarding, based on your business size, proposal volume and operational needs.
- ✓Operational fit review
- ✓Best rollout path based on volume and workflow
- ✓Suitable for growing teams
- ✓Guided implementation
- ✓Support for proposal, portal and compliance workflows
- ✓Scales with operational complexity
- ✓Structured rollout planning
- ✓Tenant-aware configuration and branding options
- ✓Operational support for larger teams
FAQ
A clearer snapshot of what Routecore covers today.
What does Routecore actually manage?
Routecore is designed to support proposals, pricing templates, AI document import, client access, compliance collection, renewals visibility and secure approval records.
Can I import my existing PDFs and rate sheets?
Yes. Routecore is designed to help teams bring legacy pricing documents into a more structured workflow through AI-assisted import and review.
Do clients need an account to approve?
Approvals can be handled through a secure workflow with verification. Client portal access can also be used for ongoing self-serve access to rates, compliance and related information.
What can clients do in the portal?
Clients can access signed rates and proposal history, upload compliance documents, invite colleagues, and use a built-in estimate calculator.
Does Routecore track renewals and expiry dates?
Yes. Routecore is intended to help teams monitor upcoming renewal windows, expiring agreements and related post-approval visibility.
Is there an audit trail for approvals?
Routecore is built around traceability, with verification and event history designed to make approval records clearer and easier to follow.
How do I get access?
Use “Request access” and tell us about your business, team size and proposal volume. We’ll help guide the right Routecore setup for your workflow.