Sellizer
Best for tracking proposals and following upBest for sales teams whose proposals go quiet after sending.
Sellizer does the DocSend job for sales teams. You send a PDF, a link or an HTML proposal and see every open, the time spent on each page and whether it was printed or forwarded. On top of that you get a text message at the first open, a heatmap and a session replay, Priority and Engagement scores that show who is worth a call today, and follow-up sequences that start when a client goes quiet. You can also build the proposal in Sellizer's editor. Pricing: USD 17.60 (Solo) and USD 28.00 (Team) per user a month, billed annually, 14-day free trial.
Pros
- Text message at the first open and an email on every open, in every plan
- Time per page, heatmap and session replay
- Follow-up sequences triggered by what the client does
- Proposal editor with industry templates, or upload your own PDF
- EU servers, GDPR and Google Consent Mode v2
Cons
- No e-signature. The client accepts the proposal or requests a contract from a widget inside it
- No password, NDA gate or watermark on the link
- No data rooms for due diligence