Share a proposal with a clear path through the material.
Use a controlled document link and review page-level attention on scope, approach, and investment.
Take every proposal from shared to signed.
Send a controlled proposal, see page-by-page attention, add a video walkthrough, and collect a signature.
A complete proposal workflow, connected to email.
Prepare the document, add a walkthrough, review engagement, and collect the agreement from one connected workspace.
Explain the decisions behind the proposal.
Add a short recording to walk the recipient through the approach and the next steps.
Assign the recipient fields and keep the signed document and its completion record together.
Bring it into your daily work
Prepare the proposal
Upload the file, verify its page structure, and create a named recipient-specific link.
Choose access
Set expiration, downloads, view limits, viewer label, revocation, and confidential watermarking as appropriate.
Send with context
Insert the link into a tracked email and add a short screen or camera walkthrough when explanation helps.
Move to signature
Follow page-level attention, answer questions, and route the final document through a guided signature request.
Capabilities for Proposal Software
- Proposal viewer
- Page analytics
- Video walkthrough
- Access controls
- E-signature
- Real-time alerts
Bring it into your daily work
Share the proposal
Send a controlled document link with the scope and pricing in the conversation.
Prepare the follow-up
Set the waiting period and review the prepared message when the next action is due.
Finish the agreement
Collect signatures and keep the completed file and audit record with the request.
Proposal Software FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
Yes. PDF analytics include page numbers, visible coverage, dwell, sessions, and timestamps from the controlled viewer.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
Track proposals from first view to signature.
