SALES PROPOSALS
Know when your proposal gets opened — and by whom.
Close deals faster by following up at the precise moment a decision-maker reviews your commercial proposal and pricing terms — proposal tracking software built for sales teams and agencies who are tired of guessing when to call.
CHALLENGES WE SOLVE
Why traditional sending fails
Premature follow-up calls
Calling a prospect before they've even opened your proposal reads as pushy and wastes a touchpoint you can't easily get back — timing the call to actual engagement changes the entire tone of the conversation.
Pricing sheet leakages
Once a proposal is downloaded as a plain PDF, prospects can forward your commercial rates to competing vendors during a bidding process with no trace of how it got there.
Uncertainty of internal review
A proposal sent to one contact often needs sign-off from a VP or procurement team you never directly interact with, and without tracking, you have no visibility into whether that internal review is even happening.
No record of what was actually reviewed
When a deal stalls, it helps to know whether the prospect read the full proposal or only skimmed the cover page — without that data, post-mortems on lost deals are guesswork.
CAPABILITIES
Built specifically for B2B Sales Executives, Agencies, & Enterprise Consultants
✓ Real-Time Open Alerts
Get notified the moment a proposal is opened so you can follow up while intent is highest, rather than reaching out on a fixed schedule that has nothing to do with the prospect's actual behavior.
✓ Password & Expiration Rules
Set proposals to automatically expire when quote validity ends, so an outdated price never gets forwarded internally after your terms have changed.
✓ Custom Domain Branding
Present proposals under a branded subdomain like docs.yourcompany.com instead of a generic file-sharing link, which reads as more credible to enterprise procurement teams evaluating multiple vendors.
✓ Page-Level Engagement Data
See exactly how long a prospect spent on your pricing page versus your scope of work, which tells you whether the conversation to have next is about cost or about deliverables.
Hypothetical Example: B2B Agency Deal Closing
Scenario: An agency sends a five-figure project proposal to an enterprise buyer and tracks it through a shared link instead of a plain email attachment.