Sales Proposal
- →Sent
- →Viewed
- →Signed
Sales Teams
Close deals faster, without the document delays
Send proposals, agreements, and approvals from one organized workspace built for modern sales teams.
- Secure & compliant
- Audit ready
- Loved by sales teams
Sales Pipeline
Sales Proposal
Sent to Acme Corp.
Service Agreement
Viewed by Acme Corp.
Master Services Agreement
Signed by Acme Corp.
Pricing Approval
Awaiting internal approval
Deals signed
28
this month
Active proposals
14
Templates used
12
This month
Pending approvals
6
Awaiting action
A clearer way to managesales documents
Track proposals, agreements, approvals, and signatures without losing visibility across your pipeline.
Service Agreement
- →Shared with client
- →Pending signature
Pricing Approval
- →Awaiting internal approval
Built for modern sales operations
Practical workflows for proposals, agreements, pricing, and client onboarding.
Proposals
Send polished proposals and track when clients open them.
Sales agreements
Manage agreements, approvals, and signatures from one place.
Quotes & pricing
Standardize quotes and speed up internal approval workflows.
Client onboarding
Move clients from signed agreement to onboarding faster.
Reusable sales templates
Reduce repetitive work with reusable templates for recurring sales documents.
Keep your sales team aligned
Track activity, approvals, and document progress together in shared workspaces.
Shared sales workspace
Acme Corp — Q2 deals
Proposal activity
- Sales Proposal — Acme Corp
- Service Agreement — Beta Inc
Recent agreements
- MSA — Acme Corp
- Renewal — Gamma LLC
Team activity
- Sarah Kim commented on Pricing Approval
- Alex Morgan — Signature progress: Service Agreement viewed
- Sales Admin sent proposal to Acme Corp
Know exactly where every deal stands
See when documents are sent, opened, signed, or waiting for action.
Sales Proposal — Acme Corp
Sent
May 10, 9:41 AM
Viewed
May 10, 11:03 AM
Signed
May 11, 2:18 PM
Completed
May 11, 2:19 PM
12
Opened
4
Signed today
6
Pending approvals
1.2 days
Avg. turnaround
Designed for secure business agreements
Protect contracts, pricing documents, and approvals with secure document handling and audit-ready activity tracking.
Encrypted storage
Audit history
Access control
Secure sharing
FAQ
Common questions about sales document workflows
Everything sales teams ask before getting started with WoltSign.
- How does WoltSign help sales teams close deals faster?
- WoltSign cuts the back-and-forth of emailing documents, chasing signatures, and managing approvals manually. Sales teams can send proposals, track when clients open them, collect e-signatures under ESIGN and UETA when intent and consent are captured, and move deals forward from one workspace.
- What types of sales documents does WoltSign support?
- WoltSign supports every document in a typical sales cycle: proposals, service agreements, master services agreements, NDAs, quotes, pricing approvals, renewal agreements, and client onboarding forms. Reusable templates make it fast to spin up documents for new deals.
- Can I see when a client opens a proposal or agreement?
- Yes. WoltSign provides real-time tracking so you know exactly when a recipient opens, views, and signs a document. This gives sales teams the visibility to follow up at the right moment and reduce the time deals spend idle in a prospect's inbox.
- How does WoltSign handle multi-party agreement signing?
- You can add multiple signers to a single document with specific signature fields for each. WoltSign routes the document through each recipient in the order you set, sends automated reminders, and notifies you when all parties have signed. The completed document is automatically stored and audit-ready.
- Can sales managers track document activity across the whole team?
- Yes. Shared workspaces give sales managers visibility into document activity, proposal status, and pending approvals across the entire team. You can see which deals are moving, which are stalled, and where follow-up is needed — in one dashboard.
- How does WoltSign fit into an existing sales process?
- WoltSign works alongside your existing CRM and sales tools. You can send documents directly from within WoltSign, get notified when deals advance, and keep all signed agreements organized by client or deal stage — no complex integration needed to get started.
Move deals forward with less friction
Send proposals, collect signatures, and manage approvals from one streamlined workflow.