| Prepare and write |
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| Start from the client’s stakes | Copilot: notes and meetings read when you point to them; no framework or gaps flagged · Add-on* | 4-section framework, import of notes, meeting reports (DOCX, PDF, PPTX), transcripts and dictation, score, gaps, meeting scriptIncluded |
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| Writing: sources and structure | Copilot: prompt, outline, notes or reference files, work context (files, emails, meetings); no qualified deal or approved offer content; rewriting, tone, tables · Add-on* | 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 | .dotx templates, starting point for documentsIncluded | Proposal templates and components, shared after approvalIncluded |
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| Before sending | Review comments; no documented sales analysisIncluded | Score out of 100 (3 axes), recommendations in the text, one-click fixesIncluded |
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| Working as a team |
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| Simultaneous editing | Yes, with co-author presence (Microsoft 365 subscription)Included | Yes, with presence and contributions, access by folder, rolesIncluded |
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| Comments and mentions | Resolved threads, @mentions notified by email (business customers, files in the cloud)Included | No |
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| Tracked changes, version comparison | Changes by author, accept or reject, password lock; “legal blackline” comparisonIncluded | No (no tracked changes); an outdated version is rejected, each republication adds a version to the same linkIncluded |
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| Send and track |
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| Format sent | Editable .docx file, as an attachment or through a OneDrive or SharePoint linkIncluded | Branded web page, frozen version; 4 access modes; PDF through the browser’s print functionIncluded |
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| Read tracking | Attachment: none; shared file: reader names and view count on the file card, external readers not documentedIncluded | Time per section, per reader, timelineIncluded |
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| Follow-up alerts for the seller | Not documented | 12 signals, Call back later; heat per readerIncluded |
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| Design and team |
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| Design: branding and layout | Templates and themes, manual layoutIncluded | Brand taken from the website, studio, 4 variants, applied to every proposal; sections built from layouts and blocksIncluded |
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| Lead the team | No | Team view: pipeline, won and lost, closing rate, median durations, points of attention per sales repIncluded |
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| Sign and price |
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| Signature: level | Simple electronic signature (SES) through SharePoint eSignature, a separate service for PDFs and Word documents, $2 per request (up to 10 recipients) · Add-on* | Simple electronic signature (SES), on the page being read, unlimitedIncluded |
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| Signer access | External signer added as a guest (Microsoft Entra B2B), authentication depends on the guest configuration · Add-on* | Six-digit code sent to the signer’s emailIncluded |
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| Evidence | Audit trail, activities in the Purview audit log, signed copy saved in SharePoint · Add-on* | Evidence file: frozen version, SHA-256 fingerprint, consent, IP, server dateIncluded |
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| Quote | No | Calculated (discount, VAT, 3 currencies)Included |
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| Product catalog, online payment | No | No |
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| RFPs and tenders |
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| Starts from the buyer’s documents | No | Public or private tender documents imported, response framework extracted (criteria and weighting, deadline, documents, required outline)Included |
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| Requirement coverage check | No | Gauge of requirements covered, documents to provideIncluded |
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| Submission in the file provided by the buyer | Yes: the file is completed and sent back as isIncluded | No: outline following the buyer’s numbering, delivered as a web page or PDF |
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| Connect and host |
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| CRM connector | No CRM integration specific to Word for the proposal | Not native: API and webhooks to configureIncluded |
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| Interface in English | Yes, full localizationIncluded | Yes, among 3 languages (FR, EN, ES)Included |
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| Hosting region | European Union and EFTA for customers enrolled in the EU Data Boundary | France (European Union) |
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