SALES PROPOSALS
Send the deck. Know the moment it's opened.
Track proposals, creative reviews, and final deliverables sent to clients with open alerts, comment threads, and branded links — built for agencies and freelancers who are tired of guessing whether a proposal even landed.
CHALLENGES WE SOLVE
Why traditional sending fails
Silence after sending a proposal
A proposal goes out and then nothing for a week — without knowing whether it was opened, a follow-up email either reads as pushy or gets sent too late to matter.
Feedback scattered across email and Slack
Creative review rounds generate comments spread across multiple threads and tools, making it hard to tell which round of a mockup a client actually reviewed and what feedback belongs to which version.
No proof of delivery on final work
When a client disputes what was or wasn't handed over at project close-out, relying on old email attachments to prove a deliverable was sent and opened is weak footing.
Generic file links undercut a finished presentation
Sending client-facing work through a generic file-sharing domain looks unfinished next to competitors who present the same work under a branded link.
CAPABILITIES
Built specifically for Creative Agencies, Marketing Consultants, & Freelance Service Providers
✓ Real-Time Open Notifications
Get an alert the instant a client opens a proposal or deliverable, so a follow-up call can happen on a day when the work is actually top of mind for them.
✓ In-Document Comment Threads
Collect client feedback directly on the page it refers to, instead of piecing together which round of edits a Slack message or email was actually about.
✓ Custom-Domain Branded Links
Present proposals and deliverables under a branded subdomain like docs.youragency.com, so the last thing a client sees looks as finished as the work itself.
✓ Page-Level Engagement on Pricing vs. Scope
See whether a client is spending their time on the pricing page or the scope of work, which tells you whether the next conversation is about cost or about deliverables.
Hypothetical Example: Agency Proposal Follow-Up
Scenario: A creative agency sends a five-figure project proposal to a prospective client through a tracked, branded link instead of a plain email attachment.