Does the customer need to install anything to open the proposal?
No. The customer opens the link in a browser, on a computer or a phone, without creating an account.
Will I see that the proposal was passed on to IT or management?
Yes. Each new reader and each new device appears in the statistics separately, so you see when the proposal moves beyond your first contact.
Can I send the proposal, price list and contract together?
Yes. One proposal can hold up to 10 files of up to 200 MB each. The customer sees them as a table of contents, and you get statistics for each file and for the whole set.
Does Sellizer work with our CRM?
Sellizer integrates with Pipedrive, HubSpot, Salesforce, Microsoft Dynamics 365, Livespace, Bitrix24, Zoho, monday, Raynet, Firmao and Baseline. For other systems there is a full API and webhooks.
How do I try it?
Create an account and you get 14 days of full access free, without a credit card. Pricing for teams is on the pricing page.