effyPitchPitch · PrepareDemo · EngageDoc · Convert
effyPitch · 03 · CONVERT

Keep the deal moving after the meeting.

Turn proposals into personalised, interactive and trackable digital experiences that keep stakeholders engaged and make the next action obvious.

InteractivePersonalisedTrackableeSign ready
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 covers

Turn the proposal into the next stage of the conversation — not the end of it.

Give buyers a better way to understand the offer, collaborate internally and move to action.

Help buyers understand the offer

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

Make the commercial story relevant to the account

Show the right solution, commercial context, customer story and next step for each opportunity.

Know what matters before you follow up

Know who opened, what they viewed, where attention went and when it is time to follow up.

How to create a Doc

Build a proposal that answers questions, supports stakeholder review and creates a clear next action.

Start from an approved template, personalise the commercial story, add proof and CTAs, then track what happens after you send it.

01

Start from a proven structure

Start with an approved proposal, account plan, quote or sales document.

Enterprise ProposalApproved template
02

Make the value story specific to the account

Bring in customer context, use case, value story and relevant proof.

ACME CORP.Business case
03

Make the commercial decision easier to understand

Present the right solution, commercial options, investment and assumptions.

Option A₹ 12.5LOption B₹ 18.0L
04

Give buyers confidence — and a reason to act

Use video, case studies, testimonials and a clear CTA to keep momentum.

Case studyVideoBook next meeting →
05

Make internal review easy

Send a branded link that is easy to review, forward and revisit.

BuyerCFOCEO
06

Know who engaged and what to do next

See views, attention, pricing revisits and CTA activity to decide the next move.

views2m 18spricing
See the buyer journey

Give the buyer an experience they can understand, share and act on.

Show the commercial story, make stakeholder review easier and give the seller signals about what happened after the proposal was shared.

Interactive digital proposal with stakeholder journey and buyer signals
After the meeting

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

Instead of sending a document and waiting, give sellers a view of buyer engagement and a clear path to the next action.

  • Track views, content attention and key sections.
  • Make pricing and commercial options easier to understand.
  • Use CTAs for meetings, questions, approvals or next steps.
  • Move toward eSign without breaking the buyer experience.
Engagement signalsLive
Proposal views
2m 18sPricing attention
3Stakeholders
1Next action
Sales signalPricing was revisited. Follow up with the economic buyer.
What effyBiz adds

Doc closes the loop with Pitch and Demo.

The proposal carries the story forward from the pitch and the experience forward from the demo.

  • Pitch creates readiness and a consistent value story.
  • Demo gives the buyer a guided or hands-on product experience.
  • Doc captures the commercial story and next action.
  • Engagement data helps the seller decide what to do next.
Prepare → Engage → ConvertConnected
PitchDemoDoc
Next in effyPitch

One sales conversation. A connected path from readiness to revenue.

Pitch · PREPARE

Build readiness with structured stories, approved content and AI roleplay.

Know more →
Demo · ENGAGE

Let buyers see, explore and experience the product through interactive journeys and sandbox environments.

Know more →