| Prepare and write |
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| Start from the client’s stakes | Merge tags; CRM contact lookup (Higher plan, Premium) | 4-section framework, import of notes, transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Writing | No built-in AI writing; your AI tool creates a proposal from a template, through MCP (Higher plan, Premium); content library | Cuevr AI: deal qualification, company knowledge base and specialized agents designed on the best sales methods; suggested outline, sections written one by oneIncluded |
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| Templates and reusable content | Unlimited templates, over 260 templates according to the vendor, content library, prebuilt sections and blocks, Word import | Shared or private templates and components, variable zones, template approval, knowledge baseIncluded |
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| Before sending | Document Checker (aggregate statistics); manager approvals (Higher plan, Enterprise) | Score out of 100 (3 axes), recommendations in the text, one-click fixesIncluded |
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| Design, teamwork, team |
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| Design: branding and layout | Brand set once, unlimited brands (Higher plan, Premium), prebuilt sections and blocks; imported fonts (Higher plan, Enterprise) | Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocksIncluded |
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| Working as a team | Simultaneous editing (block locking), comments with mentions, approvals, roles (Higher plan, Enterprise) | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
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| Lead the team | Individual report (all plans), company report (Higher plan, Premium), team report (Higher plan, Enterprise); metrics not detailed | Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales repIncluded |
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| Send and track |
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| Tracking and readers | Time per page and per recipient, reading order, downloads, name of the person who receives a forwardIncluded | Time per section and per reader, timeline, named invited readers, anonymous readers flagged, resharesIncluded |
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| Follow-up alerts for the seller | Nudge: who to follow up with today, email drafted (Add-on, $10 a month, per user according to the pricing page) | 12 signals (Never opened, Inactive, Strong return…), Call back later, heat per readerIncluded |
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| Sign, price, collect |
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| Signature: level | Simple, “EU and US compliant” according to the vendor; multiple signers (Higher plan, Premium), signing order (Higher plan, Enterprise); AES or QES not documented | SES, on the page being read; no AES or QES · Included, unlimited |
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| Active signer verification | Not documented (the email address used is recorded) | Six-digit code sent to the signer’s emailIncluded |
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| Evidence | Document locked; date, time, IP address and location recorded | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server date |
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| Quote | Interactive pricing tables, options ticked by the client; multiple currencies (Higher plan, Premium) | Calculated: discount, VAT, EUR, USD or GBPIncluded |
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| Catalog | Yes: “Products and Services”, CSV importIncluded | No |
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| Payment and after signing | Stripe, GoCardless, PayPal · Included; onboarding, forms (Higher plan, Premium) | No payment; receipt and link to the signed version |
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| RFPs and tenders |
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| Buyer’s documents and requirements | No: content library only | Public or private tender documents imported, response framework, required outline, gauge of requirements covered, documents to provideIncluded |
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| Connect and host |
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| Native CRM connector | Yes: contact lookup (Higher plan, Premium); HubSpot and Salesforce Advanced: deal stages updated, creation from the CRM (Higher plan, Enterprise) | No: creation from a deal through the API, reads and signature sent back through webhooks, to configure |
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| API, automation | API, Zapier, MCP server (Higher plan, Premium) | API v1 and webhooks (14 events)Included |
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| Languages and hosting | Document messages in 27 languages; interface language not documented; hosting region not documented (AWS) | Interface and emails to the prospect in French, English, Spanish; hosting region: France (European Union) |
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