Optimize Employee Stock Option Management

Seamless automation from option drafting to exercising

Option Grants are Optimized

Stock Option

Option Grant History Option Drafts for Employees Digital Contract Signing Option Exercise Management Employee Portal

Option Grant History

Record contract history and even temporary leave/resignation

Automated calculation of total grants, vesting, exercising, and cancellation

Feature to download option grants and exercise history for due diligence or public disclosure

Option Drafts for Employees

Draft option grant contracts in any form, unlimited, at once

Customized contract template for any and all

Auto-creation of contract with different variables filled in

Digital Contract Signing

Focus only on discussing stock options’ values

Digital contract process available via automated contract drafting

Hassle-free contract management through employee portal communication between all teams across the company based on a single source of truth

Option Exercise Management

Seamless option exercise management made possible

Options ready to be exercised can be viewed, with employee guidance and exercising procedures automated to the individuals

Download stock option contract templates provided by QuotaBook and cater them to your needs

Secure Sharing

Stock options made transparent to employees

Dashboard with contracts, granted amount, and vesting information

Real-time ESOP value tracking available for the grantees