| Prepare and write |
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| Start from the client’s stakes | Canva AI connectors (preview): Zoom transcripts, Notion, Gmail; no framework, no gaps flagged | 4-section framework, import of notes, transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Writing: sources and structure | Canva AI: design and copy from a prompt, a brand kit and template, an optional data file; content read through connectors (Gmail, Notion, Zoom, HubSpot; preview); no qualified deal · Included (quotas depending on the plan) | Cuevr AI: deal qualification, company knowledge base, specialized agents designed on the best sales methods; suggested outline, sections written one by oneIncluded |
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| Templates and graphic elements | Design templates, elements, free editorIncluded | Shared proposal templates and components, sales blocks (quote, Gantt, key figures, team…)Included |
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| Before sending | Approval request (multiple approvers in Enterprise); Brand Assist, brand controlHigher plan | 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 kit, brand controls · Higher plan; free layout, or generated on-brand by Canva AI | Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocksIncluded |
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| Print export | Print PDF 300 dpi, bleed, CMYK; PPTXIncluded | PDF through the browser’s print functionIncluded |
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| Working as a team | Real-time editing, comments with mentions, approvalsHigher plan | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
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| Lead the team | Activity reports: designs created, logins, use of templates and the brand kit · Higher plan (Enterprise) | 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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| Format sent | Public view link, collaboration link, PDF, PPTXIncluded | Branded web page, frozen version; 4 access modesIncluded |
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| Tracking: granularity | Visitors, visits, average time and time per page, per public linkHigher plan | Time per section, per reader, timelineIncluded |
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| Named readers | Canva team members only; public link: totals | Yes (guests); anonymous readers flaggedIncluded |
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| Follow-up alerts for the seller | Not documented | 12 signals, Call back later; heat per readerIncluded |
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| Sign, price, collect |
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| Client signature in the document | Not documented: you add your own signature | Simple electronic signature (SES), on the page being readIncluded |
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| Active signer verification | Not applicable | Six-digit code sent to the signer’s emailIncluded |
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| Proof of the accepted version | Not applicable | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server dateIncluded |
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| Calculated quote | Not documented | Calculated (discount, VAT, 3 currencies)Included |
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| Catalog, online payment | Not documented | No |
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| RFPs and tenders |
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| Starts from the buyer’s documents | Not documented | Public or private tender documents imported, response framework extracted (criteria and weighting, deadline, documents, required outline)Included |
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| Requirement coverage check | Not documented | Gauge of requirements covered, documents to provideIncluded |
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| Connect and host |
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| Native CRM connector | HubSpot read-only for Canva AI (one way, preview); Connect API | No: API and webhooks to configure |
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| API | Connect API: filling brand templates from your data (Pro, Teams, Enterprise); design analytics through the API (Enterprise, in preview) | API v1 and webhooks (14 events, proposal created from a deal)Included |
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| Interface in English | Not documented | Yes, among 3 languages (FR, EN, ES)Included |
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| Hosting region | Not checked | France (European Union) |
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| Use beyond proposals | Visuals, presentations, documents, print | Proposals and RFPs |
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