| Prepare and write |
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| Start from the client’s stakes | Variables, products imported from the CRMHigher plan | 4-section framework, import of notes, transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Writing: sources and structure | Conditional content for sellers · Higher plan (Enterprise); content library · Higher plan; AI assistant (rewrite, variables, sections from pasted notes, no structure or pricing tables) · Beta | 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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| Before sending | Approval workflowHigher plan | Score out of 100 (3 axes), recommendations in the text, one-click fixesIncluded |
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| Send and track |
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| Format sent | Online document and PDFIncluded | Branded web page, frozen version; 4 access modesIncluded |
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| Tracking: granularity | Time per page and per recipientHigher plan | Time per section, per reader, timelineIncluded |
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| Named readers | Yes (recipients)Higher plan | Yes (guests); anonymous readers flaggedIncluded |
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| Follow-up alerts for the seller | Notifications, automatic reminders to the client; seller alerts not documented | 12 signals, Call back later; heat per readerIncluded |
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| Design, teamwork, team |
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| Design: branding and layout | Design themes · Included; custom branding · Higher plan; layout in the editor | 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editing, comments, approvals · Higher plan, roles · Included | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
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| Lead the team | Reporting: share of documents sent then signed, filterable by userHigher plan | Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales repIncluded |
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| Sign, price, collect |
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| Signature: level included | Simple electronic signature (SES)Included | Simple electronic signature (SES), on the page being readIncluded |
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| Active signer verification | 6-digit code by email before opening or signing (Business, Enterprise) · Add-on* | Six-digit code sent to the signer’s emailIncluded |
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| Evidence | “EMAIL VERIFIED” certificate, audit trail, tamper-evident sealIncluded | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server dateIncluded |
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| Advanced or qualified signature | AES and QESAdd-on | Not offered |
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| Signature quota | Unlimited from Starter; free plan: 5 documents a month | No limit; trial: 1 proposal sent |
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| Quote | Quote builder, pricing tablesHigher plan | Calculated (discount, VAT, 3 currencies)Included |
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| Product catalog | YesHigher plan | No |
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| Online payment | Stripe · Included; PayPal, Square, Authorize.net, QuickBooks Payments · Higher plan | 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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| Question-by-question answer library | Content library onlyHigher plan | No |
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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 | Two-way: HubSpot (document created from the deal, stage according to status) · Add-on in Business, included in Enterprise; Salesforce, two-way sync · Add-on; other CRMs · Higher plan | No: API and webhooks to configure |
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| API, webhooks | API · Add-on in Enterprise; webhooks · Higher plan (Enterprise) | API v1 and webhooks (14 events, proposal created from a deal)Included |
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| Interface in English | Yes, among 8 languagesIncluded | Yes, among 3 languages (FR, EN, ES)Included |
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| Hosting region | Not documented in the help pages we read | France (European Union) |
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