Used For

• +**Your proposals disappear into email black holes with zero visibility** → See exactly when prospects open, how long they spend on each page, and get alerts when they finally sign
• +**You're recreating the same pricing tables and terms in Word for every deal** → Templates with smart fields that auto-fill from your CRM data, cutting proposal time from hours to minutes
• +**Half your deals stall because someone forgot to chase signatures** → Automated reminders and approval workflows that route to the right people automatically
• +Real-time collaboration in deal rooms - your whole team can comment and edit without email chains
• +Collects payments directly in documents - they can sign and pay with a credit card in one flow

Best For

• >Your sales team is losing deals because nobody knows who promised what
• >You're spending 3 hours crafting proposals in Word just to email PDFs into the void
• >Chasing signatures feels like a full-time job and you're tired of playing email tag

Not For

• -Solo freelancers or tiny teams - you'll hit the 5 document limit on the free plan by day three and the paid plans cost more than you make
• -Companies that only need basic e-signatures - you're paying for proposal bells and whistles when DocuSign would be cheaper
• -Anyone wanting something simple - the workflow builder and conditional logic will have you watching tutorials for hours

Pairs With

• *HubSpot (syncs deal data so your proposals auto-fill with contact info and pricing)
• *Salesforce (where your sales reps live but wish had better document tools)
• *Zapier (connects to whatever other tools your sales ops person insists you need)
• *Stripe (processes the payments when people actually sign your proposals)
• *DocuSign (what you're probably replacing, unless you only need basic signatures)
• *Google Drive (where your old proposal templates are rotting)
• *Slack (where your team gets notifications about signed deals and complains about mandatory fields)

The Catch

• !The free plan's 5-doc limit sounds fine until you hit it mid-month and your deals are stuck
• !Annual commitment required for bulk features and integrations - monthly pricing is 20-30% higher
• !Your team will spend the first week figuring out conditional fields and approval workflows instead of selling

Bottom Line

Turns your proposal chaos into a tracked, templated machine that shows you exactly who's ghosting you.