USE CASE — PROPOSALS
The proposal that closes the deal, not just describes it.

A proposal that arrives as a static PDF is already at a disadvantage. The customer has to share it, print it, explain it to colleagues who weren’t in the room.

LivePreso proposals are interactive — built to be shared, explored, and signed off on, without a single email attachment.

Static proposals create static deals.

A PDF proposal ends the conversation. Questions have to go back to the rep. Pricing scenarios can’t be explored. Stakeholders who weren’t in the meeting have to piece together the context themselves.

The momentum from a good meeting slowly dies in an email thread.

PROPOSALS WITH LIVEPRESO
Interactive. Personalised. Connected to your pricing in real time.

LivePreso proposals are built from live data — the customer’s context, your governed product and pricing slides, and the specific commercial options that are relevant to this deal. Customers receive an interactive experience they can share internally, explore in their own time, and model scenarios within — without needing to go back to the rep for every question.

Adaptive content means the proposal isn’t a fixed document — it’s a live experience that continues to respond to the customer even after the meeting. Stakeholders who weren’t in the room can explore the options that matter to them, and the content adjusts to their inputs. Every path was set by the business. Every stakeholder gets to the right answer without the rep having to be in the room.

When they’re ready to move forward, digital sign-off happens inside the proposal. No printing. No scanning. No emailing back a signed PDF. The deal closes inside the same experience it was sold in.

AI tracks engagement with the proposal — which sections were reviewed, by whom, how many times — and alerts the rep when the moment is right to follow up.

Features for this use case
  • Live pricing and product data connected directly to your pricing engine
  • Interactive scenario modelling within the proposal
  • Adaptive content paths — stakeholders explore options relevant to them, guided by pre-approved paths
  • Shareable interactive experience — built for internal stakeholder circulation
  • Digital sign-off from within the proposal (Docusign / Annature integration)
  • Engagement analytics — who viewed it, what they focused on, when
  • AI-generated follow-up triggered by engagement signals
Related

Customer engagement

Interactive proposals customers can act on immediately

Marketing teams

How proposals stay on-brand and compliant automatically

More use cases


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See what an interactive proposal looks like

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