effySalesPitch · PrepareDemo · EngageDoc · Convert
03 · CONVERT

Keep the deal moving after the meeting.

Turn proposals into personalised, interactive and trackable digital experiences that help buyers understand the offer and make the next action clear.

InteractivePersonalisedTrackableeSign ready
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Digital proposal · engagement viewTrackable
effySales · ProposalACME CORP.
ENTERPRISE GROWTH PROGRAMME

Grow revenue with a smarter sales workflow.

Prepared for Acme Corp. · Personalised scope, value story and commercial proposal.

Executive summarySolution & scopeInvestment
Viewed
2m 18sPricing attention
CTANext step
Ready to discuss next steps?Book meeting →
What Doc does

Turn the proposal into the next stage of the conversation.

Give buyers a clearer way to understand, share and act on your commercial story — while giving sellers useful engagement signals.

Make the offer easy to understand

Bring content, pricing, proof, video and calls to action into one digital experience.

Make it relevant to the account

Personalise the value story, solution, commercial context and next step for each opportunity.

Know what to do next

See views, attention and CTA activity so sellers can follow up with context.

Buyer experience

Give buyers something they can understand, share and act on.

Make stakeholder review easier while keeping the commercial story connected to the seller.

Interactive digital proposal and buyer engagement journey
After you send

See whether the opportunity is moving — even when the seller is not in the room.

Replace the uncertainty of “Did they see it?” with useful signals about what happened after the proposal was shared.

  • Track views and attention on key sections.
  • See when pricing and commercial content is revisited.
  • Use clear CTAs for meetings, questions and next steps.
  • Move toward eSign without breaking the buyer experience.
Engagement signalsLive
Proposal views
2m 18sPricing attention
3Stakeholders
1Next action
Next in effySales

Convert the momentum created by Pitch and Demo.

Doc is the CONVERT stage of effySales. It carries the story forward and gives the seller a clear signal for what happens next.

  • Pitch · PREPARE — get the rep ready with the right story.
  • Demo · ENGAGE — let the buyer experience the value.
  • Doc · CONVERT — keep the deal moving after the meeting.
Explore Pitch →
Prepare → Engage → ConvertConnected
PitchDemoDoc
READY TO KEEP DEALS MOVING?

Turn every proposal into a next step.

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Ready to improve performance?

Make your sales teams and partners work better.

Tell us where you want to improve readiness, engagement or conversion. We’ll show you where effyBiz fits.