| Prepare and write |
|---|
| Start from the client’s stakes | No | 4-section framework, import of notes, transcripts, PPTX and dictation, score, gaps, meeting scriptIncluded |
|---|
| Writing: sources and structure | Templates · Included; Copilot: presentation from a prompt, or from a company Word or PDF file, one at a time, with the organization’s template; no qualified deal · Add-on* | Cuevr AI: deal qualification, company knowledge base, specialized agents designed on the best sales methods; suggested outline, sections written one by oneIncluded |
|---|
| Before sending | Comments and @mentionsIncluded | Score out of 100 (3 axes), recommendations in the text, one-click fixesIncluded |
|---|
| Layout |
|---|
| Branding | Themes and organization templates to build and apply · Included; organization template used by Copilot · Add-on* | Brand taken from the website, studio, 4 variants, applied to every proposalIncluded |
|---|
| Page composition | Free placement of every element; design ideas (Designer)Included | Sections built from layouts and sales blocks (quote, Gantt, key figures…)Included |
|---|
| Charts linked to a spreadsheet | Yes, linked to an Excel workbookIncluded | No |
|---|
| Present, send, track |
|---|
| Format sent | PowerPoint file or OneDrive link; PDF exportIncluded | Branded web page, frozen version; 4 access modes; PDF through the browser’s print functionIncluded |
|---|
| Presenting in a meeting | Presenter view: notes, next slide, zoom, pen · Included; Speaker Coach (English) · Preview | Not documented: the proposal is designed to be read, section by section |
|---|
| Editable file handed to the client | Yes (PowerPoint file)Included | No |
|---|
| Tracking: granularity | OneDrive or SharePoint file card: number of views and readers; no reading time or per-slide detailIncluded | Time per section, per reader, timelineIncluded |
|---|
| Named readers | File card: reader names and view count; external readers not documentedIncluded | Yes (guests); anonymous readers flaggedIncluded |
|---|
| Follow-up alerts for the seller | Not documented | 12 signals, Call back later; heat per readerIncluded |
|---|
| Teamwork, team |
|---|
| Working as a team | Simultaneous editing, comments, @mentions, edit or read rightsIncluded | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
|---|
| Lead the team | No | Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales repIncluded |
|---|
| Sign, price, collect |
|---|
| Signature: level | SharePoint eSignature: simple electronic signature (SES), outside the presentation; PDF and Word only: the presentation is exported to PDF before the request; audit trail, Purview log · Add-on* | Simple electronic signature (SES), on the page being readIncluded |
|---|
| Setup and cost | Enabled by an administrator, pay-as-you-go Azure subscription, $2 per request (10 recipients at most); external guests to authorize (Microsoft Entra B2B) | Included in the plan, unlimited; trial: 1 proposal sent |
|---|
| Signer verification | The external recipient accesses as a guest of the organization; authentication depends on the configuration | Six-digit code sent to the signer’s emailIncluded |
|---|
| Evidence | Digital audit trail, activities in the Purview audit log; signed copy saved in SharePoint | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server dateIncluded |
|---|
| Quote | Inserted Excel table or object, to build | Calculated (discount, VAT, 3 currencies)Included |
|---|
| Product catalog | No | No |
|---|
| Online payment | No | No |
|---|
| RFPs and tenders |
|---|
| Starts from the buyer’s documents | No | Public or private tender documents imported, response framework extracted (criteria and weighting, deadline, documents, required outline)Included |
|---|
| Requirement coverage check | No | Gauge of requirements covered, documents to provideIncluded |
|---|
| Connect and host |
|---|
| Link with the CRM | No connector specific to the proposal | Not native: API v1 and webhooks (14 events, proposal created from a deal)Included |
|---|
| Interface in English | YesIncluded | Yes, among 3 languages (FR, EN, ES)Included |
|---|
| Hosting region | European Union and EFTA for customers enrolled in the EU Data Boundary | France (European Union) |
|---|