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What is

What is an interactive proposal?

Web-native sales documents with live pricing, ROI, video, and accept-and-sign.

An interactive proposal is a sales document delivered as a responsive web page — not a PDF. Recipients can toggle pricing options, adjust quantities, watch embedded video, and accept-and-sign inline.

Definition

an interactive proposal

An interactive proposal is a web-native (not PDF) sales document with live pricing tables, ROI calculators, embedded video, and an accept-and-sign block that doubles as the order form. Sales teams typically report 30-60% lifts in accept rate versus PDF proposals.

What it is

The core elements.

Live pricing tables — recipient toggles add-ons, totals recalculate.
ROI calculators with industry presets.
Embedded video (founder intro, customer testimonial).
Inline scheduler for next-step calls.
Accept-and-sign block doubling as the order form.

Why it matters

What changes when you use it.

+30-60% accept rate vs PDF proposals (industry-reported).
Shorter cycle time — recipient self-serves pricing.
Section-level analytics — know which page killed the deal.
Branded recipient experience on your domain.

How it works

In a typical workflow.

Build a template once (hero, ROI, pricing, timeline, accept block).
Per-recipient variables auto-fill from your CRM.
Send a link (no PDF attachment).
Recipient opens on web or mobile; total recalculates as they toggle add-ons.
Accept-and-sign at the bottom triggers Stripe checkout (optional).

Quick facts

Cite-safe specifications.

Replaces	PandaDoc, Qwilr, Proposify, GetAccept
Typical accept rate lift	+30 to +60% vs PDF (self-reported)
Median cycle-time reduction	-38% (sent to signed)
Modern flat-fee price	$9.99/month per Org + $5/seat (3 included)

Common questions

About an interactive proposal

Is the proposal a website or a document?

Both, technically. It's a responsive web page (loads fast, looks great on mobile) that behaves like a document (linear sections, signature at the bottom, exports to PDF if needed).

Can recipients save a PDF copy?

Yes — most tools generate a printable PDF view on demand. The web view is the source of truth, though, since pricing can recalculate after the PDF is downloaded.

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Often asked together.

What is an electronic signature?

What is a document sharing tool?

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