| Prepare and write |
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| Start from the client’s stakes | AI Prefill reads notes, transcripts, emails and Gong calls and fills the fields; required fields; discovery gaps not flagged · Higher plan (Scale) | 4-section framework, import of notes, transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Writing: sources and structure | Conditional content based on the deal; fields written from the meeting, with brand voice and playbook · Higher plan (Scale). AI writing from a prompt · Included. AI page builder · 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 | Internal comments; content analysis and approvals not documented | Score out of 100 and letter grade (3 axes), recommendations in the text, one-click fixesIncluded |
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| Design: branding and layout | Brand set once and applied to every page; pages built from blocks; custom fonts and domain · Included; custom branding · Higher plan (Growth) | Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocksIncluded |
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| Send and track |
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| Format and access | Web page; password, expiry, view limit · Included; reader email verification, domain restriction · Higher plan (Growth) | Branded web page, frozen version; 4 access modes, including a named invitation with a codeIncluded |
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| Tracking: granularity | Time per block, per reader, interactions; history 60 days (Starter), 120 (Growth), unlimited (Scale) | Time per section, per reader, engagement timelineIncluded |
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| Follow-up alerts for the seller | Emails: view, acceptance, stalled acceptance, change in engagement level | 12 signals, Call back later, heat per readerIncluded |
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| Design, teamwork, team |
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| Working as a team | Several members on the same page (one editor per block), internal comments with mentions, rights per page and per folder; team permissions · Higher plan (Scale) | Simultaneous editing, access by folder, roles, outdated versions rejected; no comments or approvalIncluded |
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| Lead the team | Pipeline report (velocity, funnel, status transitions), filterable by member; engagement algorithm · plan not stated in the help center | 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 | Simple signature in the acceptance block, multiple signers; help center: Australian law, ESIGN Act, UETA, signature “recognized in many countries including France” according to the help center [21]; eIDAS not mentionedIncluded | SES on the page being read · Included, unlimited |
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| Active signer verification | Not documented; email link verification of the reader on opening · Higher plan (Growth) | Six-digit code sent to the signer’s emailIncluded |
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| Evidence | Audit trail (first visit and IP, accepter, signatures), PDF of the agreement sent to each signer; frozen version or fingerprint not described | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server date |
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| AES or QES | Not documented | Not offered |
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| Quote | Quote block: table or plan cards, options, quantities chosen by the client, discounts, taxes, recurring pricesIncluded | Calculated: overall discount, VAT, 3 currenciesIncluded |
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| Catalog | Line-item library (CSV import), HubSpot products (HubSpot Professional or Enterprise required) | No |
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| Payment | QwilrPay (Stripe): full, deposit, recurring · Included (0.09% per transaction in Starter) | No |
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| RFPs and tenders |
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| Starts from the buyer’s documents | No | Yes: public or private tender documents imported, response framework extractedIncluded |
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| Requirement coverage check | No | Yes: gauge of requirements covered, documents to provide outside the documentIncluded |
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| Connect and host |
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| Native CRM connector | Yes, both ways: HubSpot, Pipedrive, Zoho · Included; Dynamics · Higher plan (Growth); Salesforce · Higher plan (Scale); views and acceptances in the HubSpot timeline by default; stage automations · Higher plan (Growth) | No: API and webhooks to configure |
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| API, webhooks | Document creation API, all plans: 40, 200 or 600 documents included depending on the plan, then $2.50 per document; webhooks not checked | API v1 and webhooks (14 events), creation from a dealIncluded |
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| Interface languages | English only; pages can be translated, except the Name and Email fields of the acceptance form | French, English, Spanish |
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| Hosting region | AWS, region not documented | France (European Union) |
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