Sellizer
Best for tracking proposals and following upBest for sales teams whose proposals go quiet after sending.
Sellizer sends your proposal as a tracked link: upload a PDF, share a link or build an HTML proposal in the editor. You see every open, the time on each page and whether the proposal was printed or forwarded, with a heatmap and a session replay. You get a text message and an email at the first open, and an email on every open after that. Priority and Engagement scores show who to call today, and follow-up sequences start when the client goes quiet. Gmail connects automatically, other mailboxes through SMTP/IMAP, and there is a plugin for Outlook 2013 and later. Pricing: USD 17.60 (Solo) and USD 28.00 (Team) per user a month billed annually, or USD 22.00 and USD 35.00 billed monthly, 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 meeting booking inside the proposal
- No password, NDA gate or watermark on the link