Built for teams sending interactive, mobile-friendly proposals

A responsive proposal that reads cleanly on a phone, looks native on a laptop, and tells you exactly when the CFO opened it.

A proposal is a buyer-side web experience, not a static PDF attachment. Responsive proposals render natively across phone, tablet, and desktop; show the buyer the pricing options that matter; capture signatures; and feed buyer-engagement signals back to the deal record. Strkr ships the surface on the flat per-seat line.

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What this audience is actually dealing with

The pains that bring buyers here.

The B2B proposal has evolved from a mailed stack of paper to a 42-page PDF attachment to a web-based interactive buyer experience. Teams still sending PDF proposals in 2026 are leaving measurable deal velocity and win-rate on the table, because the modern buying committee reads on phones, consumes video, interacts with pricing options, and expects to sign in-flow without printing to paper. The pain of a PDF-first proposal flow shows up in six places on buyer calls: the mobile rendering problem where the CFO opens the PDF on a phone and gets microscopic text, the pricing-option tyranny where the proposal is single-price and conversation about alternatives happens off-document, the engagement-blindness problem where the AE has no idea whether the buying committee read page 14, the e-signature workflow friction, the version-control chaos as the proposal iterates, and the brand-presentation drop where PDF defaults to the default stock Microsoft-Word look. The cards below walk through each.

Mobile rendering

The CFO opened the PDF on an iPhone and saw microscopic text.

Buying committees read proposals on phones. A PDF designed for 8.5-by-11-inch landscape rendering displays as microscopic text on a phone screen. The CFO pinch-zooms to read, loses patience by page three, and the proposal sits unread. Responsive proposals reflow the content for phone, tablet, and desktop so the reader is engaged on whichever device they open on.

Pricing-option tyranny

The proposal is one price and the real conversation never starts.

PDF proposals typically present one price with one scope. The buyer who wants to see what happens if they drop a module, add seats, or extend the term has to loop back to the AE for a revised PDF. Interactive proposals let the buyer explore pricing options in-document, which both accelerates the deal and surfaces which options the committee is actually weighing.

Engagement blindness

The AE has no idea whether the committee read page fourteen.

A PDF emailed to a procurement contact disappears into a committee. The AE sees "the proposal is being reviewed" and nothing more. Interactive proposals report page-by-page engagement by viewer: how long the CFO spent on the pricing page, whether the technical lead opened the security section, whether the business sponsor forwarded to a legal reviewer. The follow-up targets the right person on the right concern.

E-signature friction

DocuSign license per proposal and a separate workflow.

Teams running PDF proposals plus DocuSign maintain a two-tool workflow with the signature file routing separately from the proposal. The handoff loses context and sometimes loses the actual signed version to a vendor-support ticket. Native e-signature on a responsive proposal keeps the signed artifact anchored to the proposal and the deal record in one place.

Version-control chaos

Three versions of the proposal and nobody knows which is live.

Mid-sales-cycle, the proposal iterates: scope changes, pricing moves, additional terms. In PDF land, the AE emails v2 and then v3, the buyer has v1 in a committee folder, and sign-off risks referencing the wrong version. Interactive proposals live at a single URL that updates in place with version history, so the signed version is unambiguous.

Brand presentation drop

The proposal looks like a Word document in Times New Roman.

PDF proposals default to whatever Microsoft Word or Google Docs produces unless the firm invests in a design-heavy template. The brand presentation drops versus the website, the pitch deck, and the demo environment. Interactive proposals render with the brand's visual system (typography, color, imagery) across every surface, which keeps the brand consistent through the buying journey.

What a responsive proposal actually renders

The surface a modern buyer opens.

A responsive proposal is a web page that renders natively across devices with content designed for buyer interaction, not AE handoff. The cards below describe what the surface actually looks like and why each piece matters to the modern buying committee.

Device-native rendering

Phone, tablet, laptop, desktop all look right.

The proposal reflows for the device: single-column layout on phone with larger tap targets, two-column on tablet, full width on laptop. Buyers on their commute reading the proposal on a phone get a readable experience. Buyers in a conference room sharing on a 65-inch display get a presentation-ready view.

Interactive pricing tables

Toggle modules, scale seats, see the price update.

The pricing table lets the buyer toggle modules on and off, scale user counts, change term length (annual vs multi-year), and see the price update live. The AE sees which combinations the committee explored, which informs the follow-up conversation. The buyer feels in control instead of waiting for a revised PDF.

Embedded video

A thirty-second product-fit walkthrough in the executive summary.

The executive summary embeds a thirty-to-ninety-second video from the AE walking the buyer's specific use case. The CFO or VP reading on a phone during a commute can hit play and absorb the key value message in audio. Response rates on proposals with embedded video run roughly thirty percent higher.

Buyer-personalized content

The proposal reads like it was written for this buyer.

Dynamic fields pull in the buyer's company name, stated pain, discussed use case, decision criteria, and chosen scope. The proposal reads as a response to the discovery conversation, not a template. The brand copy stays controlled; the specifics vary per deal.

In-document comments

The buyer can comment on specific sections.

The buying committee can post comments inline on specific sections ("can we remove this clause?" "what does this mean for our timeline?") without exiting to email. The AE responds inline. The negotiation moves at the pace of the committee's working rhythm instead of the AE's email latency.

Native e-signature

Sign in the browser, no DocuSign redirect.

The signature pane renders at the end of the proposal with named-signer slots, legally binding e-signature (ESIGN Act and UETA in US, eIDAS in EU), and audit log. The signed artifact anchors to the proposal URL and the deal record. The buyer signs in two taps on a phone.

Expiration and auto-renew logic

Pricing valid through a date.

The proposal carries a "valid through" date tied to pricing. The buyer sees a soft reminder as the date approaches. The AE sees the expiration-watch dashboard across all open proposals. The pricing-expiration conversation becomes an organized workflow instead of a one-off chase.

Linked documents

MSA, DPA, security addendum attached and tracked.

Linked supporting documents (master service agreement, data processing addendum, security addendum, insurance certificates) attach to the proposal with view tracking so the AE sees whether the legal reviewer opened the DPA. The whole paper package is together in one surface instead of scattered across five emails.

Mobile-signature UX

The CFO signs from the airport on a phone.

The signature flow is designed for mobile first: large tap targets, native share menu for forwarding to the legal reviewer, biometric authentication where supported, and auto-generated audit-log PDF for the countersigner. The CFO signing from the airport does not feel like they are fighting the tool.

The buyer-side engagement surface

What the AE sees when the proposal goes live.

The responsive proposal is also an instrumented funnel. Every view, every click, every scroll, every forward feeds back to the deal record so the AE operates on real buyer signal instead of email guesswork. The cards below describe the engagement surface.

Per-viewer activity

Who opened, from where, on what device.

Every proposal view logs the viewer's name (where captured), IP geography, device, and time-on-page per section. The AE sees that the business sponsor opened the proposal twice from laptop and once from phone, while the CFO opened only the pricing page from a mobile device at 10pm.

Section heat map

Which pages the committee actually read.

The heat map shows which sections got the most engagement across all viewers. Pricing-page time is almost always the highest; security-section time flags the technical reviewer's read; executive-summary time shows whether the business sponsor absorbed the top-level pitch. The AE knows what to anchor the follow-up conversation on.

Forward tracking

The buyer forwarded the proposal to a new address.

When a committee member forwards the proposal link to a colleague, the new viewer registers as a tracked viewer. The AE sees that an unknown-at-counterparty@finance.company.com opened the pricing page and spent five minutes. That person is a stakeholder the AE did not know about and the follow-up expands the buying committee map.

Comment thread

Live negotiation inside the proposal.

Comments inside the proposal roll up to a thread on the deal record. The AE sees every comment with the commenter, the section, and the resolution status. The negotiation history archives with the deal so the renewal AE a year later understands the shape of the original deal.

Signature workflow visibility

Who has signed, who is pending, where it is stuck.

Multi-party signature workflows (business sponsor, legal, procurement, CFO) show the signing-sequence status with timestamps. The AE sees the deal is stuck at legal review on day four and makes the targeted outreach to legal rather than guessing. The sign-off slip from "legal is reviewing" becomes a intervention point.

Download and print logging

The buyer printed the pricing page.

Downloads and prints log to the audit trail. A buyer who prints the pricing page is likely preparing for a procurement conversation; a buyer who downloads the full proposal is likely circulating it offline. The signals inform follow-up timing and content.

Expiration alerts

The AE sees proposals aging past the pricing-valid window.

The dashboard shows every open proposal with the days-until-expiration counter. Proposals aging past the expected cycle-time threshold flag for AE action. The AE either closes, extends, or lets the pricing re-set with a conversation about why.

A/B testing on content

Which executive summary converts better.

Enterprise sales teams run A/B tests on executive-summary framings, pricing-page structures, and value-prop emphasis across proposals. The engagement data (time on summary, downstream close rate) feeds back so the proposal template evolves on data instead of opinion.

The admin and brand side

How the ops lead keeps proposals consistent at scale.

Interactive proposals are only as strong as the template system behind them. The ops lead or the sales-ops team owns the templates, the pricing rules, the legal clauses, and the brand presentation. The cards below describe the admin surface that keeps the output consistent across every rep.

Template library

Templates per segment, per product, per deal shape.

The template library carries pre-built templates per segment (SMB, mid-market, enterprise), per product (one-time implementation, subscription SaaS, hybrid), and per deal shape (standard, custom, pilot-to-expansion). The AE selects a template and the proposal structure, legal clauses, and brand presentation inherit automatically.

Pricing rules engine

Discount approvals built into the template.

The pricing engine encodes discount approval tiers: AEs can discount up to 10 percent self-service, up to 20 percent with manager approval, and above 20 percent with VP approval. The proposal flags approval requirements before the AE sends. The deal-desk workflow does not get surprised by rogue discounts.

Legal clause library

Approved clauses with version history.

The legal library holds approved MSA language, DPA clauses, SLA terms, and jurisdiction-specific addenda. AEs pull from the library instead of pasting from an old deal. Legal updates propagate to all open proposals that have not yet signed, with notification to the owning AEs.

Brand control

Typography, color, and imagery locked.

The brand surface locks typography, color system, logo usage, and imagery across all templates. AEs cannot inadvertently change brand elements. New brand releases propagate to all templates in one admin action. The brand presentation stays coherent across every proposal every rep sends.

Content governance

Only approved copy makes it into the field.

Content governance restricts which fields reps can edit (buyer-specific content: discovery call outcomes, specific pain, chosen scope) versus which fields admins own (value propositions, security claims, SLA commitments, legal clauses). The approved copy stays approved; the custom copy stays specific.

Localization

The French proposal reads native-French, not Google-Translate.

Templates localize across supported languages (English, French, German, Spanish, Italian, Portuguese, Dutch, Japanese, Korean, Simplified Chinese) with professional translation reviewed by native speakers. The legal clauses localize to jurisdictional requirements. The AE serves the German buyer in German without the Google-Translate feel.

Analytics rollup

Template performance across all proposals.

The ops lead sees aggregate analytics across all proposals sent: average time-to-signature, win rate by template, engagement rate by section, discount frequency. Underperforming templates surface for review. The data informs the quarterly template refresh.

Audit and compliance

Every proposal archives for seven years.

Every proposal (sent, signed, expired, revised) archives for seven years with full version history, signer audit log, and content snapshot at signing. The archive satisfies most B2B contract retention requirements and gives the renewal AE or the legal team a clean record if the contract is disputed years later.

Integration with the CRM and the deal record

The proposal lives on the deal, not in a separate tool.

A proposal tool that lives separately from the CRM breaks the deal history. Strkr's proposal surface lives on the deal record so the quote, the signed artifact, the engagement data, and the follow-up conversations all travel together with the opportunity.

One-click proposal from the deal

The AE sends a proposal in sixty seconds.

From the deal record, the AE picks a template, confirms the auto-populated fields (company name, stated pain, chosen scope, pricing), reviews, and sends. The sixty-second workflow replaces the twenty-minute cut-and-paste from a Word template. The proposal auto-attaches to the deal and the activity log.

Pricing from the deal

Scope and pricing pull from the opportunity.

The proposal pricing pulls from the opportunity's line items and scope. The AE does not re-type the pricing; the opportunity is the source of truth. Changes to the opportunity (adding a module, extending the term) flow back into the proposal pricing automatically.

Engagement signals on the deal

The deal health score reads proposal engagement.

Proposal engagement (whether the buyer opened, time spent, who forwarded, which sections got read) feeds the deal-health scoring model. A proposal that goes unread for seven days is a negative health signal; a proposal that gets forwarded to three new viewers is a positive signal. The health score lives on the deal view.

Signed artifact on the account

The signed contract archives to the account record.

When the proposal signs, the countersigned PDF plus the audit log archive to the account record. The renewal AE a year later pulls the signed contract from the account view in two clicks. The signed artifact never gets lost in a shared drive or buried in email.

Activity timeline integration

Views, comments, and signatures log to the timeline.

Every proposal interaction (viewed, commented, signed, forwarded) logs to the deal's activity timeline alongside calls, emails, and tasks. The AE sees the full deal history in one chronological view instead of switching between the CRM and the proposal tool.

Automation triggers

Workflows fire from proposal events.

Proposal events trigger CRM workflows: proposal opened fires a notification to the AE, proposal unopened for 5 days creates a follow-up task, proposal signed advances the stage and creates the CS handoff. The workflow glue runs automatically without the AE remembering to pull the trigger.

Renewal continuity

The renewal proposal references the original.

At renewal time, the system drafts the renewal proposal with the original terms, usage data from the account, and recommended adjustments (price increase, seat expansion, module upgrade). The renewal workflow starts from the account history instead of a blank template.

Multi-currency handling

EUR, GBP, CAD, AUD proposals from a USD deal.

Proposals support multi-currency with the opportunity's deal currency driving the proposal currency. The AE serving a UK buyer sends in GBP without re-typing. Reporting consolidates to the home currency with the exchange-rate snapshot captured at signing.

Head-to-head

Strkr vs the standalone proposal tool.

Teams typically run a dedicated proposal tool (PandaDoc, Proposify, Qwilr, Better Proposals) separate from the CRM, which creates a two-tool workflow and $45-85 per-seat-per-month add-on cost. Strkr brings the proposal surface inside the CRM at the flat per-seat line.

Feature Strkr PandaDoc / Proposify / Qwilr standalone
Device-native rendering Yes, native responsive Yes, varies by tool
Interactive pricing tables Native with buyer-side exploration Available on higher tiers
Embedded video Native Available
Native e-signature Included on paid tiers Included (DocuSign for enterprise)
Buyer engagement analytics On the deal record In separate tool dashboard
CRM deal integration Native, same workspace API integration with sync lag
Pricing engine with approvals Native workflow Available on Business tier
Legal clause library Native with version history Available on Business tier
Per-seat cost Included in flat tier $45-85 per seat per month add-on
Archive and retention Seven-year archive included Varies by tier
How teams use Strkr

How teams run responsive proposals on Strkr.

The teams below replaced a standalone proposal tool with Strkr's native surface and measured the impact on cycle time, win rate, and tool spend. The patterns below are what moved the metrics.

B2B SaaS, 38 reps

PandaDoc retired; $38K annual tool cost returned to budget.

A 38-rep B2B SaaS team had been running PandaDoc Business at $59 per seat per month, totaling $27K annually plus admin overhead for sync management. The team migrated to Strkr's native proposal surface. The template library ported in a weekend; the pricing engine and legal clauses rebuilt in two weeks of ops work. The PandaDoc contract did not renew. Annual tool cost of $27K returned to budget, plus roughly $11K in admin time recovered. The AEs reported the native-CRM integration felt materially better than the API-sync workflow.

Enterprise B2B, 24 AEs

Time-to-signature dropped from eighteen days to nine.

A 24-AE enterprise B2B team had been averaging eighteen business days from proposal sent to counter-signed. The gap was mostly stuck at "legal is reviewing" with no visibility into where. Strkr's multi-party signature workflow with per-signer visibility went live. AEs could see legal review had been stuck for four days and reach out directly. Time-to-signature dropped from eighteen days to nine. The forecast slip at month-end from "waiting on signature" effectively retired.

Agency, 16 account executives

Win rate lifted eight points from interactive pricing exploration.

A 16-AE agency selling retainer engagements had been sending single-price proposals. The win rate against the "we need to think about it" response was low. The team moved to Strkr's interactive pricing tables where buyers could toggle service modules and term lengths. Win rate on sent proposals lifted from 41 to 49 percent in two quarters, with the AEs reporting that buyers who had explored multiple options were visibly more invested at the signing conversation.

Mid-market SaaS, 42 AEs

Engagement signals surfaced three dark deals that closed.

A 42-AE mid-market SaaS team had three "dark" deals in Q2 where the AE assumed the proposal was dead because the buyer went silent for two weeks. Strkr's per-viewer engagement logs showed one of the three had actually been reopened six times by three new viewers (CFO plus two legal reviewers) over the "silent" period. The AE made the targeted outreach, which was welcomed as a well-timed follow-up. All three deals closed. The engagement signal retired the "silence equals dead" assumption that had cost deals before.

Multi-region B2B, 55 AEs across EMEA and NA

Localized proposals lifted EMEA close rate twelve points.

A 55-AE B2B team had been sending English-language proposals into German, French, and Dutch buyers from the EMEA region, with the assumption that most buyer committees spoke business-English. The native-language proposal rollout went live with professional-translation review on templates and the pricing engine. EMEA close rate on proposals in-language lifted twelve points versus English-only historical. The CFO cited the lift as $1.9M incremental ARR in year one of the localized rollout.

A responsive proposal surface where the signal lives on the deal.

Start a 14-day Strkr trial with the proposal surface enabled. Device-native rendering. Interactive pricing tables. Embedded video. Native e-signature. Per-viewer engagement analytics. Multi-currency support. Legal clause library. All on the flat per-seat line without a separate proposal-tool invoice.

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Common questions

What buyers in this bucket ask most.

What makes a proposal "responsive"?

Responsive in this context means the proposal renders natively across devices (phone, tablet, laptop, desktop) with content reflowing for the screen size, not the HTML/CSS term "reactive." A responsive proposal reads as a native mobile experience on a phone (single-column layout, large tap targets, mobile-optimized media), as a tablet experience on tablet, and as a full-width presentation on laptop or desktop. The buyer who opens the proposal on their phone during a commute gets the same quality of experience as the buyer who opens on a 27-inch display in the office. Modern B2B buying committees read on phones more than most AEs realize, so responsive rendering is table stakes.

Does Strkr replace PandaDoc, Proposify, or Qwilr?

Yes, for most teams. Strkr's native proposal surface covers the capability set of mid-market proposal tools: responsive rendering, interactive pricing, embedded video, native e-signature, buyer engagement analytics, template library, pricing rules, legal clause library, brand control, and multi-currency support. The gap vs the deepest standalone tools (Qwilr's most advanced visual customization, PandaDoc Enterprise's most complex approval routing) is narrow for teams up to roughly a hundred-rep organization. The win is that the proposal lives on the deal record instead of in a sync-dependent tool, and the per-seat cost disappears into the flat Strkr line.

How does e-signature work in Strkr?

Strkr's e-signature is natively integrated into the proposal surface and legally binding under the US ESIGN Act and UETA, the EU eIDAS Regulation, Canada PIPEDA, and Australia ETA 1999. The signing flow supports multi-party sequential signatures (business sponsor, legal, procurement, CFO) with per-signer named slots, timestamps, IP capture, and audit trail. Signers do not need to create an account; they receive a signing link, verify identity, and sign in the browser or on a mobile device. The audit log and the countersigned PDF archive to the deal record and the account record. For enterprise buyers who require DocuSign specifically, Strkr integrates with DocuSign and can route the signing step through DocuSign while keeping the audit trail anchored to the deal.

Can buyers interact with pricing in the proposal?

Yes. Interactive pricing tables let the buyer toggle modules on and off, scale user counts within a configured range, change term length (annual, two-year, three-year with each tier's pre-set pricing), and see the price update live. The configuration space is set by the AE and the admin; the buyer cannot invent arbitrary configurations. The AE sees which combinations the buyer explored on the engagement log, which informs the follow-up conversation. This feature is particularly valuable for self-service exploration of pricing options without the back-and-forth of revised PDFs.

How does Strkr track proposal engagement?

Every proposal view logs the viewer's identity (where captured through the signing-recipient email), their IP geography, their device, the duration of the view, and time-on-page per section. The AE sees the per-viewer engagement log on the deal record: who opened, when, from where, which sections they spent time on, whether they forwarded to new viewers (newly-registered viewers show up as newly-tracked), whether they commented, whether they downloaded or printed. The data feeds the deal-health scoring model so the forecast reflects actual buyer engagement rather than AE assumption.

What happens to proposals after they are signed?

Signed proposals archive to the account record with the full version history (every draft, every revision), the signer audit log (who signed when from where), the engagement log (every view and comment across the proposal lifecycle), and the countersigned PDF snapshot. The archive persists for seven years by default (editable per tenant for industries with longer retention requirements like healthcare or financial services). At renewal time, the renewal workflow references the original terms as the starting template, with usage data from the trailing year and admin-configured renewal adjustments (price increase, term extension) layered in. The renewal AE starts from the original deal, not from a blank template.

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