Proposals that build themselves from the deal, send through signature on your side.
Native proposal generation lives in the Products module. Quoting auto-populates products, pricing, line items, discounts, terms, and contacts from the deal. Pricing tables, bundles, and billing frequency are native to the quoting feature. Approval routes to a manager before send. Signature is handled by the DocuSign or PandaDoc integration, both live in Strkr today. The countersigned PDF webhooks back onto the deal record automatically. One system of record for the quote, one signature vendor your legal team already approved.
The last step before Closed Won, moved into the system of record.
Proposal software is the discipline of taking the custom document that goes to a buyer right before signature and generating it from the deal instead of hand-building it in a word processor. Pricing, terms, contacts, scope, legal clauses, signature block. The work that produces the same document shape every time with different inputs. If a rep is copy-pasting fields from the CRM into a Google Doc today, that work belongs in a proposal template with merge fields and an approval route. The hour the rep spends on a one-off proposal is the hour they are not working another deal, and the margin of error on a hand-typed total is the complaint that opens a dispute 60 days after close.
Auto-populated fields
Deal data flows into the proposal in one click.
The rep hits New Proposal from a deal. Account name, primary contact, billing address, legal entity, tax ID, line items, quantities, unit prices, discounts, start date, term length, payment schedule, invoicing cadence, and the AE signature block populate from the deal record. Zero copy-paste, zero mail-merge syntax to debug. The proposal is current the moment it is generated and current again every time the rep clicks Refresh after a deal edit, so late-stage pricing adjustments never leave a stale PDF in the buyer's inbox.
Template library
One template per motion, versioned.
New business, renewal, expansion, pilot, master services agreement, statement of work. Each motion gets its own template with its own merge fields, legal clauses, approval threshold, and signer sequence. Templates are versioned, so a change does not retroactively break proposals already in flight with a prospect. Older proposals keep their original shape forever, which is the only honest answer when a buyer asks the AE to re-send the proposal from six weeks ago with the same terms.
Interactive pricing
The buyer picks the plan on the page.
Drop an interactive pricing table into the proposal. The buyer toggles between Starter, Pro, and Scale, adjusts seat counts, adds optional modules, picks annual or monthly, applies a promo code if the AE enabled one. The total updates live inside the signature envelope. The accepted configuration locks the moment the buyer initials, syncs back to the deal as the final amount, and writes the forecast number the pipeline review will read on Monday morning.
Legal clause library
Approved clauses, not freelance paragraphs.
Standard MSA language, indemnification, limitation of liability, data processing addendum, SLA, auto-renewal, non-solicitation. Legal maintains the library once. Reps drop clauses into a proposal from a sidebar instead of writing from memory. Changes to a clause fan out on the next proposal, not retroactively. Legal reviews the library quarterly instead of every outbound deal.
Approval workflow
Manager approves before the proposal goes out.
Any proposal with a discount above the rep's threshold, a non-standard term length, a custom legal clause, a payment-terms variance, or a total over a dollar amount routes to the manager's approvals queue. The manager approves or rejects with a note. The rep cannot send until the chip turns green. Full audit trail per approval, enriched with the manager, timestamp, note, and the specific threshold that triggered. No Slack-DM-the-VP workflow, no quarter-end chaos, and the three-tiered approval chain configurable in Admin without an engineering ticket.
Signature step wired in
DocuSign or PandaDoc, triggered on send.
The rep clicks Send Proposal. Strkr hands the generated document and signer list to your DocuSign or PandaDoc integration, both configurable in Admin. The signature vendor collects the signature, timestamp, IP, and email. The countersigned PDF webhooks back and attaches to the deal. The deal can move to Closed Won automatically on the signed event. Legal keeps the signature vendor they already approved; sales never leaves the quote.
What makes Strkr proposal software different
The template, the engine, and the deal link.
PandaDoc is strong at SMB and dominates the entry tier. Proposify competes on template design. Qwilr pushes the interactive web-page proposal. Loopio focuses on RFP responses. DocuSign is a signature product, not a proposal product. HubSpot Proposals ships a basic generator but gates serious use behind higher Sales Hub tiers. The Strkr pattern is different: the proposal is a first-class record on the deal, not a document stored in a different app with a webhook back. Every proposal event feeds the pipeline it was generated from, and every pipeline change flows forward into the next proposal without a sync job.
Lives on the deal
Proposal is a child record, not an attachment.
Every proposal is a row linked to one deal. The deal detail page lists every proposal sent, their status, their total, and their viewer analytics inline. The deal activity feed logs created, sent, viewed, signed events as first-class entries. No PandaDoc tab, no stale link, no "which version did we send" confusion on the forecast call.
Rich-text editor
ProseMirror editor with merge fields.
The template editor is a ProseMirror-based rich-text surface with inline merge-field chips, pricing-table blocks, clause blocks, signature blocks, and image blocks. No DSL, no YAML, no code review required. A revenue operations lead builds the first production template in an afternoon with no engineering support ticket.
Dry-run preview
Preview against a real deal before send.
Click Preview from the proposal editor. The quoting engine renders the full document against the linked deal and returns what the buyer would see, including the pricing table math, the clause insertions, the signer block, and the auto-generated proposal ID. Nothing goes to the prospect until the rep clicks Send. Safe iteration, fast feedback, no "we accidentally emailed the wrong account name" incidents on a six-figure deal and no late-night "please disregard the previous proposal" message to a procurement team.
Viewer analytics
Who viewed, which page, how long.
Every proposal is served from a unique URL. Strkr logs every open, every scroll depth, every seconds-per-section, every forward to a new email address. The deal activity feed surfaces the signal: legal just viewed the data-processing addendum for 3 minutes. The rep knows the deal is live again without a status call to the champion.
Native pricing sync
Products come from the product catalog.
The proposal pricing table pulls from the Strkr product catalog that lives inside the Products module. A price change on a SKU flows through to every new proposal built after the change. Historical proposals keep the price they were sent with, so no retroactive change breaks a signed deal or distorts a forecast report that finance built on the previous number. Volume tiers, usage multipliers, and currency conversions all live on the catalog record and reach the quoting engine without a sync job.
Redlining
Buyer suggests edits, rep accepts or rejects.
The buyer selects a paragraph and leaves a suggested edit with a comment. The rep sees the suggestion in-app, accepts, rejects, or replies. All redlines are tracked by user and timestamp. The signed document captures the final accepted language, and the full redline history stays on the proposal record for the compliance team to pull later.
Acceptance tracking
Status chip is live, not quarterly.
Draft, In Approval, Approved, Sent, Viewed, Partially Signed, Fully Signed, Expired, Declined. The status chip updates in real time from the viewer events and the signature-vendor webhook. A dashboard tile lists every proposal older than seven days sitting on Viewed with no signature, so the pipeline council does not surface a surprise on the Friday forecast review and the AE knows exactly which open proposals need a nudge.
Approval ACL
Thresholds per role, per segment.
The approval policy is per role, per deal segment, per discount tier. A rep selling into Mid-Market gets a different threshold than an AE selling into Strategic. Thresholds are configured in Admin without engineering. The audit log records who approved what, at which amount, on which deal, with the full note history attached.
Pick your signature vendor
DocuSign or PandaDoc, your contract, your pricing.
Strkr does not relicense signature. The DocuSign and PandaDoc integrations ship live on every paid tier, and you bring the signature contract your legal team already negotiated. Teams on Dropbox Sign or Adobe Sign today usually keep that vendor and pipe it in through PandaDoc or the generic webhook. One signature bill, not two.
The buyer's math
Why native proposals beat a bolt-on tool.
The question most comparison articles miss: should your proposal software live inside the CRM or bolt on top of it? For a revenue team whose proposal is a direct function of a deal record, native always wins. The reasons compound in the same way they do for workflow automation. Every freshness miss, every missing field, every per-seat line on the bolt-on invoice compounds into friction the sales motion absorbs instead of growing through.
Freshness
Native reads the deal at generate time.
A Strkr proposal reads the deal when the rep hits Generate. A bolt-on tool reads a webhook payload that may be minutes stale, misses a late-arriving line item, and ships the wrong total. The rep catches it on review or the buyer catches it on open. The native path removes both failure modes and the embarrassment that follows the second one.
Field depth
Native sees the full deal graph.
A Strkr template reads deal, account, billing contact, legal contact, products, custom fields, parent-account logo, owner, and the renewal link in one query. A bolt-on tool sees whatever the integration surfaces, which is almost always a flat subset of the deal object. Custom fields on the account are the first casualty, and the parent-account logo is the second.
Permission alignment
Native inherits CRM permissions.
A Strkr proposal is subject to the same permission model as the deal. A rep without access to the deal cannot view the proposal. A bolt-on tool runs under its own service account, usually with full access to every deal, which breaks internal audit the moment a regulated customer asks the question in a security review.
Attribution
Native closes the loop on the deal.
A Strkr proposal fires record_signed, which triggers a workflow that moves the deal to Closed Won, writes the final amount, and creates the handoff project. A bolt-on tool fires a webhook, which drops into a middleware tool, which calls the CRM, which may partially apply the write and leave the deal half-updated. The native path is atomic.
Cost
Native bills under the seat price.
Strkr proposals bill nothing extra beyond the per-seat subscription. A bolt-on tool bills per user per month and often adds signature overages above a monthly cap. For a growing team the gap starts at a few hundred dollars a month and grows past four figures by year two. The bolt-on also drags a separate contract renewal cycle through procurement every year.
Ownership
Native is owned by the team that owns the CRM.
A Strkr proposal template is owned by RevOps, who already owns the CRM. A bolt-on proposal tool is owned by whoever bought the bolt-on, sometimes a different team with different priorities. When a template needs a legal update, ownership of the fix stops being contested and the fix ships that afternoon.
Beyond the simple cases
Multi-signer, order forms, SOWs, RFPs.
Every entry-tier proposal tool hits the same wall once you graduate past a one-page order form. Strkr quoting was designed from day one for the production scenarios that break lightweight proposal builders. The complex-deal reality is multi-party, multi-step, and multi-document. A tool that only models the single-signer one-pager is a tool that goes back to the shelf the first time a strategic account asks for an MSA with cross-referenced order forms, a parallel procurement redline, and a signature flow that honors three signers across two legal entities.
Multi-signer flow
Sequential or parallel, with role gating.
Route a proposal to the economic buyer first, then to legal, then to procurement, with the signer sequence passed through to the DocuSign or PandaDoc envelope so the vendor enforces the order. Or send to all three in parallel and lock the deal only when every signer has signed. Role chips sit on the signature block so the buyer sees who still owes a signature. Reminders fire from a flow if a signer sits for 48 hours without action, and the account owner gets a hygiene nudge if the envelope stalls for a week.
Order forms vs MSAs
Two templates, one deal, linked.
Send the master services agreement once for a new logo and reference it from every subsequent order form. The MSA proposal signs once. Each order form proposal signs separately through its own DocuSign envelope, cites the MSA by reference, and inherits governing terms automatically. The deal detail page shows the MSA and the latest order form side by side with a link between them that legal can audit any time, and the Contract Management view rolls both artifacts into the account record.
Statements of work
Scope, milestones, deliverables, acceptance.
Build an SOW template with scope blocks, milestone tables, deliverable lists, acceptance criteria, and a signature block that specifically releases the first milestone invoice. The accepted SOW seeds a project in the Projects module via a flow, so delivery starts without a handoff meeting between the sales and delivery leads.
RFP responses
Answer library + import question list.
Paste or upload an RFP question list. Strkr matches each question to the answer library and drops in the approved answer with a confidence chip. The sales engineer reviews, edits, approves. The response document is generated by the quoting engine and tied to the originating deal, so acceptance analytics still roll up to the deal activity feed and the buyer can sign through the same DocuSign or PandaDoc envelope that handles every other proposal.
Branding per deal
Co-branded header, buyer logo, color pair.
Pull the buyer's logo from the account record, drop it next to the Strkr seller's logo in the header, swap the accent color to the account's brand pair, and apply the buyer's preferred font family if the account record carries one. The proposal reads like a document built for one buyer, not a template with a company name mail-merged in. The brand pass that used to take design 20 minutes per deal is now zero minutes, and the design team gets its Friday afternoons back.
Expiration + reminders
Proposals have a shelf life.
Set an expiration on every proposal: 14 days, 30 days, end of quarter, or a specific date tied to a quote-good-until clause. The buyer sees a countdown on the live proposal URL. The rep sees a reminder task 48 hours before expiry, and a nudge email fires from a workflow one business day out. On expiry the proposal moves to Expired, the signature envelope voids on the DocuSign or PandaDoc side, and the deal stage is nudged by a flow back to Qualified. No zombie proposals in the forecast, no end-of-quarter cleanup task to pull them out.
How teams actually run it
Six motions in production today.
The patterns below are not promises. They are the proposal shapes the Strkr quoting module runs for working revenue teams, each anchored to a real deal shape. Every one of them pairs the native quoting generation with a signature step that goes through the team's existing DocuSign or PandaDoc contract. The quoting engine, the deal link, and the signature webhook are the three constants; the template, the signer order, and the deal stage transitions vary.
Mid-market new business
Deal → proposal → approval → sign → Closed Won.
The AE qualifies, the proposal auto-generates from the deal, the manager approves the 12% discount in the queue, the proposal lands with the buyer through the DocuSign envelope wired to the Send step, the buyer signs within four days, the countersigned PDF webhooks back onto the deal, the deal flips to Closed Won automatically, the project record spawns in Projects. One rep, one trigger, no manual DocuSign envelope assembly, no exports to Google Docs for a last-minute pricing tweak.
Expansion
Existing customer → add-on order form.
The CSM identifies an upsell on a quarterly review, generates an order form proposal from the expansion deal, cites the existing MSA by reference, routes to the economic buyer. Legal is not re-engaged because the MSA already governs. Average cycle time drops from two weeks to three days because the legal review step is cached in the original MSA signature, and the PandaDoc envelope reuses the signer identity from the previous deal.
Enterprise RFP
RFP → answer library → SE review → send.
A 180-question RFP lands on a Monday. The sales engineer uploads the list, the answer library pre-fills roughly 70% of answers with a confidence chip on each, the SE reviews and edits the remaining 30%, legal checks the three custom clauses, the quoting engine assembles the response document, the RFP ships back on time through the submission portal. Previously a two-week scramble across four reviewers, now a two-day workflow with the same four reviewers and audit trail attached.
Startup pilot
Six-figure pilot with a signed roll-forward.
The AE builds a 90-day paid pilot proposal with a success-criteria block, a stage-gate budget, and a pre-signed roll-forward addendum that converts to annual on the hit date. The buyer signs the pilot and the addendum in the same envelope. Finance treats the pilot as revenue immediately and the renewal as pipeline for the quarter the addendum fires. Legal is in the loop once, not twice, and the champion does not have to re-sell the deal at the 90-day mark.
Partner-sourced deal
Reseller margin baked into the proposal.
A channel partner refers a mid-market account. The partner lookup on the deal record carries a tier and a margin percentage. The proposal template reads the partner object, splits the line totals into partner-margin and net-to-Strkr rows, and ships the partner-facing proposal to the end customer while a mirror ledger entry drops onto the partner's portal. One generation step, two parties informed, zero spreadsheets reconciled on a Friday evening.
Procurement redline
Legal gets edits before signature, not after.
An enterprise procurement team sends back a 14-item redline on the MSA. The buyer leaves suggestions inline inside the Strkr proposal viewer. The AE routes the four material items to legal, who accepts two, rejects one with a note, and counters the fourth with alternate language. The proposal re-generates, the signer order resets, DocuSign fires the new envelope, and legal retains the full redline history on the proposal record for the next account review.
Where the quoting engine saves the deal
Six leakage points proposal software closes.
The ROI case for proposal software is not the hour per deal it saves on document assembly, however nice that hour is. The real case is the leakage it stops: the discount that was approved verbally and never recorded, the renewal that silently rolled over at the wrong price because nobody read the auto-renewal clause, the forecast that was built on a one-off proposal nobody could find a copy of, the signed MSA stored on a departed VP's laptop. Every item below is a leak the quoting-plus-signature loop plugs because the proposal lives on the deal and the signed artifact comes back the same way.
Discount drift
Approvals are logged, not whispered.
The discount an AE wants approved sits in the approvals queue with the amount, the deal, the rep, and the note. The manager approves or rejects on the record. The discount that makes it into the signed proposal is exactly the discount that was approved, nothing else. No post-close dispute about whether the extra 5% was ever greenlit, and no quarter-end discount drift because reps know the audit log is honest.
Renewal pricing
Last proposal is the floor, not a mystery.
Every renewal proposal reads the most recently signed order form by default and starts from that total. The CSM sees the last-signed price next to the proposed renewal price next to the list price in one column, which is the single most useful comparison a renewal rep can look at. No more pulling an 18-month-old PDF out of email to confirm what the customer last paid, and no more silent renewals at the wrong number.
Forecast integrity
Sent proposals write the forecast number.
The forecast reads the pricing table on the latest sent proposal, not the number a rep typed into the deal amount field three stages ago. Any late-stage change on the proposal updates the forecast on refresh, and any sent-but-unsigned proposal lights up a hygiene tile for the forecast call. Managers stop asking reps to double-check their deal amounts because the amount is derived from the artifact that will actually get signed.
Auto-renewal visibility
Every proposal carries its renewal clause.
The template library tags each clause with a type. Auto-renewal, notice period, price-cap, and SLA clauses light up on the proposal record and roll into the Contract Management view the moment the proposal signs. Legal and finance see every active auto-renewal in one list, with the notice-period math pre-calculated. No more surprise renewals, no more missed notice-period emails, no more end-of-quarter scrambles because a contract silently rolled last Tuesday.
Lost artifacts
Signed PDFs live on the deal, not on laptops.
The signed proposal webhook from DocuSign or PandaDoc writes the countersigned PDF to the deal record under a stable URL. The URL survives rep departures, laptop losses, email purges, and shared-drive cleanups. Internal audit asks for the signed order form by deal ID; the answer is one click, every time, even if the AE who closed the deal left the company a year ago. Compliance reviewers stop treating sales as a document black box.
Clause drift
Legal updates one clause, every new proposal uses it.
When legal updates the limitation-of-liability language or revises the data processing addendum, the next proposal built from any template that references that clause picks up the new wording automatically. Already-signed proposals keep the version they were signed with, because changing a historical artifact is a different problem. The result: legal reviews the clause library quarterly instead of every outbound proposal, and the clause library stays in sync without a project plan.
Native quoting on every tier. DocuSign or PandaDoc for signature. One deal record.
Starter ships quoting with a single template. Pro lifts to unlimited templates, approval workflow, viewer analytics, and the live DocuSign + PandaDoc integrations wired into the proposal send step. Scale adds the answer library and the RFP flow. Build a template on a Friday, close three deals on it the following week. See tier breakdowns on the pricing page.
How is proposal software different from contract management or e-signature software?
Proposal software generates the sales document that goes to the buyer before signature: templates, merge fields from the deal, pricing tables, legal clauses, approval workflow. Contract management stores and tracks the signed agreements after signature: renewal dates, obligations, amendments, counterparty metadata. E-signature is the signing step in the middle: identity capture, legally binding signature, countersigned PDF. Strkr ships proposal generation natively inside the Products module (quoting). Contract management ships as a sibling feature. For e-signature, Strkr integrates with DocuSign and PandaDoc rather than relicensing signature, so you keep the signature vendor your legal team already approved and the countersigned document still webhooks back to the deal.
Can non-technical users build Strkr proposal templates?
Yes. The template editor is a visual rich-text surface with merge-field, pricing-table, clause-library, image, and signature blocks you drop in from a sidebar. Merge fields are discoverable from a picker, no DSL. A revenue operations lead with no coding background routinely builds the first three production templates in a day. The limiting factor is almost never the tool; it is agreeing with legal on which clauses go in the library.
Does Strkr proposal software replace PandaDoc or Proposify?
For the generation step, yes. Strkr quoting generates proposals natively from the deal record, inherits CRM permissions, logs viewer events back onto the deal activity feed, and closes the loop by moving the deal to Closed Won on the signed webhook. For the signature step, Strkr does not try to replace PandaDoc or DocuSign; it integrates with both. Many teams keep PandaDoc running for signature after moving generation into Strkr, and they usually drop one plan tier because the generation-side features (templates, pricing tables, approvals, viewer analytics) are what the higher PandaDoc tiers charge for. Proposify is a cleaner full-replace candidate because its signature product is less entrenched than DocuSign or PandaDoc.
What happens when a buyer requests changes to the proposal?
The buyer uses the redline feature to select a paragraph and leave a suggested edit with a comment. The rep sees the suggestion in-app, accepts, rejects, or replies with a counter. All redlines are tracked by user and timestamp. The signed proposal captures the final accepted language, and the full redline history stays on the proposal record. If the buyer's change crosses an approval threshold (for example, a discount jumps from 10 to 20 percent), the proposal automatically routes back for manager approval before it can be re-sent.
How does viewer analytics work and what signal does it produce?
Every proposal is served from a unique URL per recipient. Strkr logs opens, scroll depth, seconds per page, section-level dwell time, and any forward to a new email address. The signal rolls up to the deal activity feed in real time: the rep sees that legal viewed the data-processing addendum for 3 minutes 20 seconds, or that procurement opened the proposal from a new IP, or that the buyer forwarded the document to the CFO. Managers see a dashboard tile of every proposal older than 7 days sitting on Viewed with no signature, which is the single highest-signal pipeline hygiene number a sales org can read.
What is the cost of Strkr proposal generation versus PandaDoc or Proposify?
Native proposal generation (quoting) is included on every paid Strkr tier at no per-send metering. See the pricing page for template limits per tier. Signature is a separate decision: the DocuSign and PandaDoc integrations are included on every paid tier, but the signature contract itself belongs to your vendor relationship. PandaDoc Essentials runs $19 per user per month and climbs to $49 to $65 for approval workflow and content library. Proposify sits in a similar band. The honest math is: if your team already runs DocuSign, keep DocuSign and save the proposal-generation cost. If your team runs PandaDoc for both generation and signature today, moving generation into Strkr and keeping PandaDoc for signature only drops the per-sender signature plan one tier for most teams, which is where the savings land.
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