Built for revenue teams who send proposals

The sales-proposal workflow that lives inside the deal record, not a separate silo your reps forget to log back in to.

Sales proposals exist in a weird middle layer. The content lives in a proposal tool (PandaDoc, Proposify, Qwilr, Better Proposals). The deal lives in the CRM. The signature happens in a third system. Nobody can tell on Tuesday morning which proposals are open, which got viewed, which got signed. Strkr runs the proposal workflow in the deal record with the specialty tools integrated for signature.

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What this audience is actually dealing with

The pains that bring buyers here.

Sales teams running proposals through specialty tools (PandaDoc, Proposify, Qwilr, Better Proposals, Loopio for RFPs, DocuSign for signature-only) share the same cluster of pain. The proposal lives outside the CRM so the forecast is blind. The signature event is on a different timeline than the deal stage change. The analytics (who viewed which page, for how long) are siloed. The six pains below are the pattern.

The proposal lives outside the CRM

The rep sends from PandaDoc and the CRM has no idea.

The classical workflow: the rep opens PandaDoc, builds the proposal from a template, sends it, waits for signature. The CRM has no visibility into any of this except whatever the rep manually logs. The forecast is blind to the state of the proposal (sent vs viewed vs signed). Strkr runs the proposal state inside the deal record with the specialty tool integrated for the content layer.

Signature happens in a third system

DocuSign fires, Salesforce stage change does not.

A signed proposal is a stage-change event in most B2B sales motions (Proposal Sent to Negotiation, Negotiation to Verbal, Verbal to Closed Won). The signature fires in DocuSign, but the CRM stage change is a manual rep action that often lags by days. Strkr automates stage transitions on signature events, so the pipeline stage reflects the real deal state in minutes rather than days.

Proposal analytics are siloed

The rep cannot see which pages the buyer actually read.

Modern proposal tools track page-by-page view time, which is useful signal (buyer spent 8 minutes on the pricing page, 4 seconds on the implementation plan). The rep sees the analytics in the proposal tool and the CRM has no record. Strkr pulls the proposal analytics into the deal record, so the forecast conversation can reference specific buyer-engagement signals.

Template rot

Nobody can find the current approved template.

Proposal templates proliferate. The sales team has 14 versions of the "SaaS proposal" template across PandaDoc and the shared drive, and nobody is sure which one is current. Strkr runs templates as versioned content in the deal workspace with the current approved version tagged, so the rep pulls from the right template without hunting.

Pricing-approval gate is manual

The rep sent a non-standard-discount proposal without approval.

Pricing approvals happen in Slack. The rep builds a proposal with a 25 percent discount, sends it, the deal moves forward, finance discovers the discount a week later. Strkr's deal-desk workflow gates proposal send on required approvals: a proposal with a discount over threshold cannot be sent without the approver clearing it first.

Follow-up on sent-not-signed is weak

The proposal has been sitting unread for 11 days and no reminder fired.

A proposal that sits unread for 7 days needs a follow-up play. The classical workflow leaves the follow-up to rep discipline, which is uneven. Strkr runs automated follow-up on proposal state: a proposal unviewed for 3 days triggers a message, unviewed for 7 days triggers escalation, viewed-not-signed for 5 days triggers a different play. The follow-up motion runs on autopilot.

What proposal software actually needs to do

The capability checklist for a modern B2B sales motion.

The capability list below is what a VP of sales plus RevOps lead ask for when they shop for proposal software. The cards walk through each capability with the operational question each answers.

CRM integration depth

Proposal state visible on the deal record.

The proposal state (draft, sent, viewed, signed) has to live on the deal record, not in a sidebar panel or a tab. Strkr surfaces proposal state at the top of the deal card with the analytics (last viewed, pages viewed, time spent). The forecast conversation runs on the full deal context without the rep switching tools.

Template versioning

Current approved template is unambiguous.

Templates are versioned content with a current-approved tag. The rep pulls from the right template without hunting. Changes to templates run through an approval workflow so the compliance team controls what goes out. Strkr tracks template lineage so the forecast analysis can tie proposal performance to specific template versions.

E-signature integration

DocuSign and PandaDoc for the signature event.

E-signature is a specialty surface. Strkr integrates with DocuSign and PandaDoc for the signature event. The signed proposal flows back into the deal record as an attachment, the signature event triggers the stage change, the signed-document audit trail lands in the deal. The specialty signature tool stays specialty.

Pricing-approval workflow

Discount thresholds gated at proposal send.

Discount thresholds trigger the deal-desk workflow before the proposal can be sent. A proposal with a discount over 15 percent routes to the sales manager, over 25 percent routes to the VP of sales plus finance. The gate is enforced at the send action rather than being a policy the rep might remember.

Proposal analytics

Page-by-page view data in the deal record.

Modern proposal tools track which pages the buyer viewed, for how long, in what order. The signal is useful: a buyer who spent 8 minutes on pricing is different from one who spent 8 minutes on the implementation plan. Strkr pulls the page-view data into the deal record so the rep and manager see the engagement signal alongside the deal context.

Automated follow-up

Specific play for each proposal state.

A proposal unviewed for 3 days triggers one play, unviewed for 7 days triggers another, viewed-not-signed for 5 days triggers a third. Strkr runs the follow-up on autopilot with the rep able to override. The motion is more consistent than relying on rep discipline, which varies.

Collaborative editing

Internal review before send without ten email threads.

Proposals often need review from the solutions engineer, the deal-desk analyst, the legal reviewer, the VP of sales. The classical workflow runs on email threads with tracked changes nobody can reconcile. Strkr runs internal proposal review inside the deal workspace with line-level commentary, which lands the review in one place.

Branded design

The proposal matches the brand without the rep designing.

Proposals should match brand guidelines without the rep spending time on design. Strkr templates carry the brand treatment (colors, typography, logo placement, cover design) and the rep fills in the content without touching layout. Teams that need deeper design control integrate with Qwilr or Proposify.

Mobile-ready delivery

The buyer can read the proposal on a phone.

Buyers increasingly read proposals on mobile. Strkr-delivered proposals render cleanly on mobile without zoom-and-pan navigation. The rep sees a mobile preview before send so the layout works for whatever device the buyer opens on.

How sales teams run Strkr proposals

The weekly rhythm with proposals in the CRM.

The cards below walk through the typical weekly cadence for a sales team running proposals in Strkr. The cadence covers proposal creation, send gating, follow-up, and the deal-stage transitions on signature.

Rep Tuesday morning

Open proposals surfaced with buyer-engagement signal.

The rep opens Strkr Tuesday morning and the open-proposals queue shows the state of each: 4 unviewed, 2 viewed-not-signed, 1 viewed-with-engagement-on-pricing. The rep reviews the engagement signal and triggers the right follow-up play per proposal. The 15-minute review covers 7 proposals versus the 45-minute inbox-plus-PandaDoc hunt the prior stack required.

Proposal build with AI drafting

Executive summary drafted from the deal context.

The rep starts a new proposal from the Strkr template. Strkr AI drafts the executive summary from the deal context: the buyer's stated goals, the discovery notes, the proposed solution, the expected ROI based on the discovered benchmarks. The rep edits for the buyer rather than writing from scratch. Proposal build time drops from 90 minutes to 25 minutes per proposal.

Deal-desk gate

Discount approval before send.

The proposal carries a 22 percent discount. Strkr's deal-desk workflow fires: the sales manager gets the approval request with the deal context and the discount rationale. The manager approves in 10 minutes. The proposal unlocks for send. The audit trail captures the approval chain permanently.

Send and track

Buyer views, Strkr surfaces the signal.

The proposal sends via Strkr with PandaDoc powering the content layer. The buyer opens it 4 hours later and spends 11 minutes reading, with 7 of those minutes on the pricing page. Strkr surfaces the engagement signal to the rep with an SMS notification. The rep calls the buyer within the hour while the proposal is top of mind.

Follow-up on week 2

Unsigned proposal triggers escalation play.

The proposal has been sitting at viewed-not-signed for 7 days. Strkr's follow-up automation triggers the escalation play: an email to the economic buyer referencing the engagement signals from the viewing, with a objection-handling framing. The rep approves the draft and sends. Response rate on the escalation play runs 40 percent.

Signature event

DocuSign fires, Strkr stage changes to Verbal, finance notified.

The buyer signs via DocuSign. The signature event fires back to Strkr. The deal stage transitions from Proposal Sent to Verbal automatically. The finance team gets the notification with the signed proposal, the Stripe invoice gets drafted, the commission accrual fires. The signature triggers 4 downstream actions without rep manual effort.

Weekly proposal review

Manager sees win rate per template version.

The manager runs the weekly proposal review Friday. The dashboard surfaces win rate per template version, average time-to-signature, pages-with-highest-engagement, discount patterns on won deals. The 15-minute review surfaces the template refinement opportunities for the following week. Template-version performance analysis runs on real data rather than hunches.

What this is not

The limits for proposal-tool buyers.

A proposal workflow in the CRM is not a full specialty proposal tool replacement in every case. The cards below are where Strkr complements rather than replaces the specialty vendors.

Not Qwilr-level design

Qwilr carries deeper design primitives for brand-heavy proposals.

Qwilr runs deeper design primitives for teams that prioritize visual-heavy proposal brands: interactive pricing, embedded video, custom animations. Strkr's proposal design is clean and brand-aligned but not Qwilr-level visually. Teams that need the deeper design surface integrate Qwilr for the content layer and use Strkr for the deal integration.

Not a Loopio RFP replacement

Loopio runs the RFP response workflow with content library.

Loopio and RFPIO are specialty tools for RFP response, with structured content libraries, SME assignment, and the collaborative-response workflow RFP motion requires. Strkr handles the proposal layer for standard sales motions. Teams running heavy RFP response should keep the specialty vendor and integrate Strkr for the deal-side tracking.

Not a signature-only replacement

DocuSign remains the signature infrastructure.

DocuSign is the industry-standard signature engine with the deepest compliance, international, and audit infrastructure. Strkr integrates with DocuSign for the signature event rather than replacing it. For teams on PandaDoc's signature engine, Strkr integrates there too. The signature event is a specialty infrastructure concern.

Not a contract lifecycle platform

Ironclad and Agiloft run contract lifecycle management.

Contract lifecycle management (clause libraries, redline tracking, obligation management, renewal automation) is a specialty surface with Ironclad and Agiloft as the leaders. Strkr handles the sales proposal plus signature but does not try to replicate the full CLM platform. Teams with heavy contract-management needs run both.

International e-signature nuance

eIDAS and jurisdictional e-signature compliance varies.

Qualified Electronic Signatures (QES) under EU eIDAS, and the equivalent frameworks in other jurisdictions, carry specific compliance requirements. DocuSign supports QES; PandaDoc's posture varies. Teams with heavy international contract-signing should scope the signature engine specifically rather than assuming the integration covers it.

Open API, not Zapier middleware

First-class integrations with the proposal stack.

Strkr integrates with PandaDoc, DocuSign, Qwilr, Proposify, and Better Proposals through first-class API integrations. The proposal workflow does not route through Zapier middleware; the native integrations handle the state transitions, document attachment, and signature events with the right error handling.

Head-to-head

Strkr vs PandaDoc for sales proposal workflow.

PandaDoc is the most-asked-about alternative in sales-proposal evaluations. Here is the head-to-head on the capabilities sales teams care about most.

Feature Strkr PandaDoc (Business tier)
CRM integration depth Proposals live inside deal record; stage transitions on signature HubSpot and Salesforce integration via connector
Proposal state visibility State and analytics on the deal card itself State in PandaDoc, surfaced to CRM via sync
E-signature Via DocuSign or PandaDoc integration Native e-signature
Template versioning Templates versioned with current-approved tag Templates with version history
Deal-desk approval gate Threshold-based gate at send action Workflow approvals available
Follow-up automation State-triggered plays with AI-drafted content Reminder emails available
Page-engagement analytics Pulled into deal record with notifications In PandaDoc dashboard, synced to CRM
AI drafting Strkr AI drafts executive summary from deal context on flat tier PandaDoc AI with credit-based pricing
Pricing basis Flat per-seat with proposal workflow included Per-user tier plus signature volume plus integration tier
Signature compliance Via DocuSign or PandaDoc; eIDAS QES via DocuSign Native, broad compliance support
How teams use Strkr

How sales teams run Strkr proposals today.

The common thread: the proposal state lives on the deal, the signature triggers the stage transition, the follow-up runs on automation. Playbooks below are live customer motions.

Series B SaaS, 28 reps

Proposal build time dropped from 90 to 25 minutes with Strkr AI drafting.

A Series B SaaS team cut proposal build time from 90 minutes per proposal to 25 minutes using Strkr's AI-drafted executive summary and the versioned template library. The time saving (65 minutes per proposal at 2 proposals per rep per week) freed roughly 2 hours per rep per week back to prospecting. Win rate did not materially change, which was the right outcome; the goal was time savings, not conversion rate.

Mid-market B2B, 55 reps

Deal-desk workflow caught 11 unauthorized discounts in Q2.

A mid-market B2B team ran the deal-desk workflow with discount thresholds enforced at send. In Q2 the workflow caught 11 proposals with discounts above threshold that would have shipped under the prior Slack-based approval process. Finance recovered an estimated 180K in discount leakage. The gate was unpopular with reps initially and quickly became the norm once the forecast accuracy improved.

Enterprise B2B, 95 reps

Signature-to-stage automation cut deal-aging by 4 days average.

An enterprise B2B team ran DocuSign integration with Strkr for automated stage transitions on signature. The prior manual stage change ran 4 days average lag from signature to stage update. Strkr's automation ran the stage change within 2 minutes of signature. The 4-day reduction in deal aging improved end-of-quarter forecast accuracy because the state of the deal matched the stage reality.

High-velocity SMB, 18 reps

Automated follow-up on viewed-not-signed drove 23 percent lift in close rate.

A high-velocity SMB team enabled the Strkr automated follow-up on viewed-not-signed proposals. The 5-day escalation play (AI-drafted email to the economic buyer referencing specific proposal pages the buyer viewed) drove a 23 percent lift in close rate on previously stalled proposals. The lift was durable across 2 quarters, which was long enough to credit the automation rather than a one-time effect.

Agency, 12 account managers

Statement-of-work template performance tracked by version.

A B2B marketing agency tracked statement-of-work template performance by version in Strkr. The dashboard surfaced that version 4 of the "retainer SOW" template carried a 12 percent higher close rate than version 3, which prompted the ops lead to roll version 4 to all 12 AMs. The template-version performance tracking was impossible on the prior PandaDoc-plus-Salesforce stack because the version data was not tied to the opportunity in a reportable way.

Sales proposals that live in the deal, not a silo.

See how Strkr runs the proposal workflow inside the deal record with DocuSign and PandaDoc integration for signature, Strkr AI for executive summary drafting, deal-desk approval gates, and automated follow-up on proposal state.

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Common questions

What buyers in this bucket ask most.

What is the best software for creating and sharing sales proposals in 2024-2025?

The right choice depends on the proposal volume, the design priority, and the integration posture. For teams that run proposals as part of the full CRM motion with CRM-integrated state tracking, Strkr handles the proposal workflow inside the deal record with specialty tools (DocuSign, PandaDoc) integrated for signature. For brand-heavy design-first proposals (SaaS, agencies that lead with visual-heavy decks), Qwilr is deeper on the design surface. For heavy RFP response workflows with structured content libraries, Loopio or RFPIO are specialty tools. The common pattern is CRM-integrated proposals as the default plus a specialty tool where the proposal shape demands it.

How does Strkr integrate with DocuSign and PandaDoc for e-signature?

Strkr runs first-class API integrations with DocuSign and PandaDoc for the signature event. The proposal content lives in Strkr with the versioned template library and the AI-drafted executive summary. On send, the proposal routes through the chosen signature engine (DocuSign for teams that prioritize compliance depth and international signature frameworks like eIDAS QES, PandaDoc for teams on the PandaDoc content layer already). The signature event fires back to Strkr for stage transition and downstream automation. The signed document attaches to the deal record permanently.

Can Strkr track page-by-page proposal engagement from the buyer?

Yes. Strkr pulls page-by-page view data (which pages the buyer viewed, for how long, in what order) into the deal record from the integrated signature engine. The engagement signal surfaces in the deal card and triggers follow-up automation. A buyer who spent 11 minutes on the pricing page gets a different follow-up play than one who spent 11 minutes on the implementation plan. The signal is useful enough that most reps start referencing it in the pipeline review within two weeks of adoption.

How does Strkr enforce pricing approval before a proposal is sent?

The deal-desk workflow enforces discount thresholds at the proposal send action. A proposal with a discount under threshold sends freely. A proposal with a discount over threshold routes to the approval chain (sales manager, VP of sales, VP of finance depending on the threshold). The approver sees the deal context, the discount rationale, and the proposal content. Approval unlocks send; rejection returns the proposal to the rep with the objection. The audit trail is permanent and the exception rate per rep is tracked quarterly.

Does Strkr replace PandaDoc for a sales team on PandaDoc today?

It depends on the use case. For teams that want proposals integrated with the CRM state (stage transitions on signature, proposal state visible on the deal card, follow-up automation triggered by proposal state), Strkr replaces the proposal workflow and keeps PandaDoc as the signature engine via integration. For teams that use PandaDoc's native CRM features (HubSpot or Salesforce integration) and are not changing CRMs, Strkr is not the right move; stay on PandaDoc. For teams migrating off HubSpot or Salesforce to Strkr, consolidating the proposal workflow into Strkr is the common pattern.

What is the pricing for Strkr with proposal workflow included?

Strkr is flat per-seat with the proposal workflow (versioned templates, AI drafting, deal-desk gate, state-triggered follow-up, page-engagement analytics, CRM state transitions on signature) included on the paid tier. The signature engine integration (DocuSign or PandaDoc) is a separate vendor relationship on the signature side. For a 30-rep team the all-in bill lands below a PandaDoc Business plus Salesforce stack at the equivalent integrated capability. Strkr AI drafts executive summaries without a credit meter on the flat tier.

Also built for

Related audiences.

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