Stop letting good proposals disappear into email.

Know when to follow up

A secure proposal page gives you useful activity signals without pretending that every automated preview is a customer. Meaningful views, questions and responses stay connected to the proposal.

• See meaningful hosted-page engagement
• Separate unidentified activity from verified responses
• Keep every revision in one record
• Notify proposal contributors of outcomes

Give customers a clear next step

Instead of replying inside a long email thread, customers can ask a question, request changes, indicate they are still reviewing, accept or decline from the proposal page.

Create a professional proposal

The free builder organizes customer details, scope, line-item pricing, schedule, terms, assumptions and exclusions, then creates a PDF you can download.

How it works

1. 1Create a proposal or upload your PDF.
2. 2Send the secure link to the customer.
3. 3Follow questions, revisions and meaningful activity.
4. 4Record the customer’s final decision.

Pricing

Build and download unlimited proposals free. Your first tracked proposal is free for the life of the workspace. Additional tracking is part of a sender plan; payment activation is not yet available.

Frequently asked questions