Proposal → e-sign → CRM sync → analytics. The full close cycle in one tool.
Who's it for: B2B SaaS sales orgs of 5-50 reps, mid-market deals ($25k-$250k ACV).
Build the proposal template
Hero, ROI calculator, pricing table with add-ons, embedded founder video, accept-and-sign block.
Send personalized per deal
Variables auto-fill from HubSpot. Email + magic-link delivery. Watch analytics roll in.
Watch the room
Per-page heatmaps + Slack alerts on second visits. Re-reads of pricing = buying signal.
Sign inline
Accept block doubles as order form. Optional Stripe pay-on-accept for first invoice.
Sync to CRM
Two-way sync pushes deal value, stage, contacts back to HubSpot/Salesforce. No Zapier band-aids.
One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.
Explain how Dataroom handles "SaaS mid-market sales motion" for B2B SaaS sales orgs of 5-50 reps, mid-market deals ($25k-$250k ACV).. Use https://dataroom.corgi.insure/use-cases/saas-sales-motion and https://dataroom.corgi.insure/llms-full.txt as canonical sources. Include the workflow steps and the Dataroom modules involved.
No card. Full product. Real workflow.
