Skip to content

Proposals your buyers can decide with.

One clear page with the problems they told you about, how you solve each one, pricing they can compare and a business case for whoever signs off.

Example champion at the buyer's company opening the proposalExample finance approver reading the business caseExample executive signing off on the proposalOpened byDanaShared withPriya in FinanceBusiness casecreatedAccepted
Example

From the call to a decision

The proposal is built from what your buyer said, laid out so they can decide, and tells you what helped.

  1. Start from what they said

    Paste the call transcript or your notes. The problems your buyer described are drafted in their own words, each with a draft of how you solve it. You approve every line before anyone sees it.

    Call notes

    Example

    Dana: Honestly the worst part is we rebuild the same report by hand every month, and it eats two days.

    Sam: Who reads it once it’s done?

    Dana: Leadership. And by then the numbers are old.

    Problem, in their words

    Building the monthly report by hand takes two days.

    With a draft of how you solve it. Nothing reaches the buyer until you approve it.

    ApproveEdit
    Example: a line from the call notes, where the buyer says they rebuild the same report by hand every month, becomes a drafted problem with Approve and Edit buttons.
  2. Give them what they need to decide

    One page with the problems, your answer to each, videos and files, and pricing with one-, two- and three-year terms side by side. They can build a business case for whoever signs off, share their own copy with colleagues, accept, or print it.

    BBrightlineExample

    Build your business case

    Confirm what matters to you. We’ll write it up for whoever signs off.

    • The monthly report takes two days by hand
    • Leadership sees the numbers too late
    • Data is spread across spreadsheets
    A one-page case for your approverCreate
    PSShared with Priya Shah, FinanceShe gets her own link. No login, nothing to forward.
    Example: on the proposal page the buyer ticks the problems that matter, creates a one-page business case for their approver, and shares the proposal with a colleague in Finance, who gets her own link.
  3. See what helped, then follow up

    See which sections were read, for how long, and who it went to next. A follow-up email is drafted in your own writing style, and every sent and accepted proposal is logged on the HubSpot deal.

    Northwind Logistics

    Opened 3 times · shared with Finance

    Warm
    • What we heard1m 40s
    • Pricing4m 05s
    • Business case2m 30s
    • Security answers0m 41s
    Follow-up drafted in your own wordsReady when you are. You edit, you send.Example
    Example: the seller sees the proposal was opened three times and shared with Finance, how long was spent on each section, and a follow-up email drafted in their own writing style.

The demo went great. Then, silence.

You send the recap, the deck, the pricing and three links. Your buyer has to piece it together and argue your case for you. And you have no idea whether any of it was read.

Following up after a demo, today and with AfterDemo
TodayWith AfterDemo
A PDF, a deck and three links, buried in one emailOne page that holds all of it
Your buyer has to rebuild your pitch for their bossThey build a business case on the page, in a few clicks
“Did they even open it?”You see what they read, and who they shared it with

Every rep sends your best version

Owners and admins keep the templates and the section library: About Us, security answers, customer stories, pricing tables. Reps start from them, tailor what this buyer sees, and keep their proposals private unless they share them with the company.

  • Write a section once, reuse it in every proposal
  • Pricing with one-, two- and three-year terms
  • Owner, admin and seller roles
Standard proposalTeam template · kept by your adminsExample
  1. 1About BrightlineTeam library
  2. 2What we heardFrom this call
  3. 3How we solve each problemFrom this call
  4. 4PricingRep’s price
  5. 5Security answersTeam library
  6. 6Customer storyTeam library
Example: a team template with six sections. About Us, security answers and a customer story come from the team library; the problems and solutions come from this call; pricing is set by the rep.

Insights

See every deal, from demo to decision.

Every proposal, email and meeting becomes a clear picture of your pipeline: how long deals really take, whether you’re on plan, and where they slip away. Click around. This is the real thing.

Every deal's path, day by day. Pick one to see each email, call and proposal visit.

From the demo to a decision

The typical path of a won deal at Tallyfox, one lane per product. Pick one deal under Show to see its own story.

Tallyfox Pro won deals

8 deals

47 daystypical, demo to signedhalf take 40–47

17 days11 days14 days
Demo heldday 0
Proposal sentday 4 · +4d
Selectedday 21
Negotiationday 32
Signedday 47
Day 0 (demo)Day 10Day 20Day 30Day 40Day 50

Tallyfox Team won deals

20 deals

28 daystypical, demo to signedhalf take 26–31

4 days8 days8 days7 days
Demo heldday 0
Proposal sentday 4
Selectedday 13
Negotiationday 21
Signedday 28
Day 0 (demo)Day 5Day 10Day 15Day 20Day 25Day 30Day 35

Won deals had 1.8× the touches and 4× the buyer emails.

Touches

Won21
Lost12

Emails back from the buyer

Won8
Lost2

Median per deal · 28 won, 42 lost · won deals kept up 5 touches a week after the demo

12of 14

Open deals running light

Less activity than won deals had, two weeks or more after the demo.

Example data from Tallyfox, a fictional company.

Reading a proposal someone sent you?

Here’s exactly what the sender can and can’t see. No fine print.

Example buyer reading a proposal on their phone, no login neededNo loginneeded
Example

What the sender sees

  • That you opened it, and when
  • Which sections you read, and for how long
  • Who you shared it with, if you share it from the page
  • What you type in: your name if you accept, your answers if you build a business case

What you never have to do

  • Create an account, log in or install anything
  • Have your network address stored: repeat visits are counted with a one-way hash
  • Be followed by advertising or analytics trackers on the page
  • Turn up in search: proposal pages are kept out of search engines, and a link stops working when the sender archives it

Security and dataPrivacy policy

One price. Every feature.

No tiers, no add-ons, no “talk to sales” for the useful parts. You pay for your own team; your prospects, and anyone they share a proposal with, are always free.

How we compare, with sources

$39per user, per month

Or $399 per user, per year, billed annually: save 15%.

  • Every feature, no tiers
  • 30-day free trial, no credit card
  • Unlimited proposals, and your prospects are free

Questions people ask first

Something else? Ask us. A person reads every message.

I received a proposal sent with AfterDemo. What can the sender see?

That you opened it and when, which sections you read and for how long, who you shared it with from the page, and anything you type in, such as your name if you accept. You never need an account, your network address isn't stored, the page carries no ad or analytics trackers, and it's kept out of search engines.

Does my prospect need an account or a login?

No. They click the link and read — no account, no password, nothing to install. If they share it from inside the proposal, each colleague gets their own link, so you can see who read what.

How long does it take to set up?

Most of setup is writing the sections you'd send anyway. Sign up, add your company details and your pricing, and your first proposal can go out the same day. There's nothing to install and no admin to configure.

Is this just a PDF tracker?

No. The proposal is a web page, not a file: your pricing, the problems they told you about and how you solve them, videos and files, and an accept button. You see what they read section by section, not just that they opened it.

Is my data safe?

Your data sits in a database on AWS in the United States, encrypted in transit and at rest, and each company's data is walled off from every other company's inside the database itself. Proposal links are random and unguessable, are kept out of search engines, and stop working the moment you archive the proposal.

What happens after the 30-day trial?

The trial includes everything and asks for no card. When it ends you can subscribe at $399 per user per year, or $39 per user per month. Nothing is ever charged unless you subscribe.

Where is my data stored?

In the United States: the database on AWS us-east-1 through Supabase, and the app on Vercel.

Can my whole team use it?

Yes. Owners and admins look after the templates and the section library for everyone; sellers build and send their own proposals, which stay private to them unless they share them with the company.

Does it replace our CRM?

No — it works beside it. If you use HubSpot, every sent and accepted proposal is logged on the deal automatically.

Your next demo deserves a better follow-up.

  1. 1Sign in with Google, or with your email.
  2. 2Add your company details and your pricing.
  3. 3You can send your first proposal the same day.
Start free for 30 daysNo credit card. Nothing to install.
Example seller celebrating an accepted proposalAccepted
Example