1
Build
Start from a proposal template, pull pricing from your CRM, and publish the buyer-ready page.
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Send interactive proposals, collect signatures, and see page-level intent in one workspace, so follow-up starts with what the buyer actually read.
Total views
42
Recipients
7
Engagement events
128
Avg. event time
38s
Recipients
Katherine Wells
katherine@summitvc.com
Jordan Diaz
jordan@summitvc.com
Alex Stone
alex@summitvc.com
Morgan Price
morgan@summitvc.com
Per-block engagement
Executive summary
7 views
4m 18s
ROI calculator
6 views
8m 44s
Pricing table
7 views
11m 02s
Security terms
4 views
5m 13s
Accept block
3 views
2m 09s
Recent events
block.view by katherine@summitvc.com on pricing_table
92s
proposal.viewed by jordan@summitvc.com
6m 18s
proposal.accepted by alex@summitvc.com on accept_block
0%
More proposals accepted
0.0x
Faster from sent → signed
0%
Reps say the heatmap changed the follow-up
$0k+
Stack cost saved per rep / yr
Buyer experience
Featured capabilityPricing tables, ROI calculators, embedded video, schedulers — and an accept block at the bottom.
Interactive proposals
E-signature, fast
Per-page analytics
Drag fields, set the order, hit send. Sequential, parallel, in-person, bulk send, reminders.
See exactly which slide they re-read and which page killed the deal.
Slack ping when a decision-maker opens a proposal a second time.
HubSpot, Salesforce, Pipedrive — two-way, real-time, no Zapier band-aids.
Lock the legal page, leave the pricing flexible. Reps customize without breaking the room.
Operating loop
Four clean handoffs inside one workspace.
Start from a proposal template, pull pricing from your CRM, and publish the buyer-ready page.
Share a tracked link or gate it by email. The rep sees the first open without waiting for a reply.
The accept block becomes the order form, with sequential approvals when legal or finance needs in.
Engagement, ARR, signer status, and follow-up notes roll back into HubSpot or Salesforce.
full access, full feature set, no card.