Gain visibility to make better selling decisions

Document insights that let you act at the right time, every time.

Gain visibility to make better selling decisions

Always know where you stand

Have you ever wondered whether your important business documents have been received, read, forwarded, or completely ignored? Opportunity insights help you understand what’s happening after you hit ‘send’ with real-time reporting on engagement inside your documents.

decrease in time-to-close
closed deals per month
decrease in document 
creation time

See what’s working

Stop flying blind when creating forecasts. Picking which deals to count on is easy when you can drill down to the deal level with analytics.

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Take action at the right time

Real-time notifications when a recipient opens, views, comments, or completes the document empowers your team to react when your prospect is ready to engage.

Go from reactive to proactive with document insights


Get the full picture

Seamlessly integrate your CRM to measure engagement and manage deals in one place, allowing you to finally take control of your sales cycle.

Discover the benefits of 2-way sync CRM integrations

Proposal - Integrations

Key insights at your fingertips for all your sales documents