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
68%
Open rate
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
Move deals forward with less friction
Send proposals, collect signatures, and manage approvals from one streamlined workflow.