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Upload the PDF, copy the link and send it wherever you talk to the client. Sellizer texts you on the first open and shows the reading time of every page. You decide whether the file can be downloaded or printed, and you can switch the link off at any time.
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Attaching the PDF works, and so does a link from Google Drive or Dropbox. Both leave you guessing once the file has left your inbox.
Sellizer sends you a text message on the first open and an email on every open after that.
Set an expiry date or withdraw the proposal. The client sees a message and can ask you for a new version.
Downloading is off unless you allow it, so the client reads the file in the browser and every view is counted.
Choose to send the proposal yourself and Sellizer generates a link to paste wherever you talk to the client. If you prefer email, Sellizer can send the message for you instead.
For every open you see the time spent on each page, how often the client came back and which pages they skipped. A heatmap and session replay show where their attention stopped.
Add your phone number when you create the link. You get an SMS when the client opens the PDF for the first time and an email on every open after that, so you can call while it is still on their screen.
The link can use your own subdomain of sellizer.io, which you set for free, or a subdomain of your company domain. The client sees your logo in the viewer.
Click Add proposal and upload one or more files. Give the proposal a title and add the recipient.
Pick the link option instead of the automatic email and enter the phone number for the SMS alert.
Check the summary, copy the link and paste it into an email, a text message or a LinkedIn chat.
Downloading is off unless you allow it, and printing has its own switch. A downloaded copy has no reading statistics, so leave it off when you want to see every view.
After the date the link no longer shows the PDF. The client sees that the proposal has expired and can ask you for a new one in one click. A reminder can go out 24 hours before.
Mark the proposal as withdrawn and the client sees that it was withdrawn, or as deleted and the link shows nothing. You can make it active again at any time.
If you only need to share a file with colleagues, a link from Google Drive, Dropbox or OneDrive does the job and costs nothing. Sellizer is worth it when the PDF goes to a client and what happens after sending matters: whether they opened it, what they read and when to call. Sellizer has no free plan. You can try it for 14 days without a credit card.
To compare ways of checking whether someone opened a PDF, from read receipts to tracking tools, see PDF tracking. To act on what you see, set up automatic proposal follow-ups. How tracking works for whole proposals is explained in proposal tracking software, and plans and limits are on the pricing page.
Sellizer made it possible for us to increase the pace of customer acquisition by 300% last year thanks to additional knowledge of how customers perceive our proposals. I strongly recommend it to anyone who wants to be more efficient in such a fast-changing business and new technologies environment!
Maciej Zagórowski
CEO Fabryka e-biznesu
Thanks to Sellizer, I know which parts of my proposals are the most interesting for my customers - it gives me great basis to start a valuable conversation. I can also contact with clients in the best time - when they have my proposal right in front of them. Such combination made it so much easier for me to sell projects.
Damian Rams
Digital Analytics Consultant, DamianRams.pl
We like clever solutions. Just like in Sellizer, we believe that the time of contact with the customer really makes a big difference, so we decided to integrate our tools. Thus, Sellizer user gets a SMS message about the opening of the proposal and statistics and recipients of their proposals can ask for contact via Callpage widget. Awesome!
Sergey Butko
CMO & Co-Founder Callpage
Using Sellizer has improved our communication, both within and outside the company. In our internal communication, we use Sellizer to send important documents to ensure that they have not been skipped or missed among many other messages. Moreover, thanks to the use of the tool in communication with potential partners, we can see at what stage our relationship is.
Tomasz Świeboda
Managing Partner Inovo.vc
LinkedIn is the most important channel for communicating with clients. Sellizer allows me to quickly and conveniently send presentations and proposals, and what’s most important, allows me to react quickly to their opening, analyse interest in them and consequently conduct valuable business conversations. I recommend.
Marcin Małaszuk
Sellizer helps us respond to questions from our customers at the right time. Thanks to that we give added value already at the sales stage which allows us to build a relationship with the customer from the very beginning. This is very valuable to us.
Łukasz Białonoga
Although Sellizer can at first glance be seen as a tool only for sending proposals, I can certainly confirm that it also works for sending sales folders, contracts and other documents. Thanks to this, we have a real-time preview of what is the most valuable to the customer in each document (on which parts they spent most of the time) and what needs to be improved.
Michał Boniecki
Sellizer enables a thorough analysis of the customer in terms of interest in our proposal, which helps us save time in the further parts of sales process. When receiving information on how long the customer has been reading each pages of the proposal, I can predict whether the sales process will continue or our proposal is just a market recognition for statistical purposes of the potential customer.
Bartosz Makles
Sellizer has become an inseparable tool for us in communication on several levels. As an intermediary in the logistics industry, we come into contact with both operators and their customers. Sellizer allows us to work with both the first (reporting) and the second (sending proposals) Partners. Thanks to the systematisation and transparency of the activities in Sellizer, we have been able to significantly increase the rate of acquired customers.
Mariusz Korzeniecki
Until now, our knowledge has been ending at the stage of sending the proposal - and thanks to Sellizer - now this is the point where the acquisition of the greatest amount of knowledge about the client begins which allows the marketing team to understand better the needs and match the proposal content to the customers and sales team to contact the customers always at the right time. Thanks to the opportunities that Sellizer gives us, we can everyday increase our chances in a game called sales.
Michał Czuba
Very often we wondered why, despite sending a large number of proposals, many of them still remained unanswered. Thanks to Sellizer, we have structured our sales process, organized sending proposals and gained awareness of their quality. Now we can easily track which parts of our proposals are the most valuable for our customers and continuously improve them. I am pleased that with Sellizer we make better use of our time as well as the potential of our customers.
Grzegorz Jaskot
We sincerely recommend Sellizer. It helps our sales team in daily duties and prioritizing customers. But that's not all. At the department level, it gives us the opportunity to improve the entire sales process based on easily measurable criteria.
Michał Drozda
Thanks to Sellizer we have optimized our process of preparing proposals. With data sets we create tailor-made proposals to meet customers’ needs and expectations, which improves the conversion rate. I’d recommend it to anyone!
Sebastian Żarnowski
Customer Services Specialist, Kampanie SEO
Upload the PDF to a service that hosts it and gives you a web address: Google Drive, Dropbox or OneDrive for free, or a tool such as Sellizer when you also want to see who opened it. In Sellizer you add a proposal, upload the PDF, choose to send it yourself and copy the link it generates.
An attachment is simple, but once it is sent you cannot change it, take it back or see whether it was opened. A link keeps the file in one place: you can set an expiry date, switch it off and, with a tracking tool, see every open.
With Sellizer, yes. You get a text message on the first open and an email on every open after that, and the statistics show the time spent on each page and every return visit.
Only if you allow it. Both options are in the advanced settings when you send the proposal, and you can make them the default for every proposal. A downloaded copy has no reading statistics.
Yes. Set an expiry date, or change the proposal status to withdrawn or deleted. The proposal stays in your list and you can make it active again.
PDF, and also DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, PNG, MP4 and HTML files. One proposal can hold several files.
