Proposals & Deals
Send the proposal, track it, get it signed.
Forget the static PDF. Create interactive proposals with a cover, solution, deliverables, timeline, pricing tiers, case studies, and FAQ; close with e-signature. Watch live which stakeholder reviewed which section and how long (views, scroll depth, CTA, selected tier). The AI scores your proposal's competitiveness and suggests responses to likely objections.
What's inside this solution?
Everything works integrated on a single panel, with a single customer record.
In-depth capabilities
A proposal worth reading
Branded, persuasive proposals with 20+ ready sections (cover, solution, ROI, case studies, pricing tiers, video/voice intro).
- 20+ drag-and-drop proposal sections
- Pricing tiers & payment terms
- ROI calculator, case studies
- Video / voice intro, comparison table
Who looked at what, and how long?
See when the proposal was opened, how long was spent in each section, and which package was selected; follow up at the right moment.
- Open + per-section dwell time
- Scroll depth & CTA clicks
- Selected pricing tier signal
- Multi-role access (decision-maker, finance, legal)
AI by your side
The AI drafts proposal sections, scores competitiveness, and suggests ready responses to likely objections.
- Section drafts with AI
- Proposal competitiveness score
- Objection response suggestions
- Pricing advisor
How does it work?
Create
Pick sections and pricing tiers, brand it.
Send
A link to stakeholders; open multi-role access.
Track
Follow views and interest live.
Get signed
Acceptance via e-signature; link to an opportunity in the CRM.
Frequently asked questions
Are proposals PDFs?
No, they're interactive web proposals. They can be exported if needed; but the real power is in live tracking and e-signature.
Can I see stakeholder behavior?
Yes. You see opens, per-section dwell time, scroll depth, CTA clicks, and the selected package.
How does the AI help?
It drafts sections, scores your proposal's competitiveness, and suggests responses to likely objections.
Get started with Proposals & Deals
Try it free for 14 days; setup takes minutes. All modules come together on a single panel, with a single customer record.