Share the proposal
Send a controlled document link with the scope and pricing in the conversation.
SolutionsProposal Software
From proposal sent to proposal signed—without breaking the email conversation.
Share a controlled proposal, see page-level attention, add a video walkthrough, follow up intelligently, and collect the signature.
Create a free account. Available on Pro.See plansLoom Partners01 / 03
Prepared for Gabriel RossService agreement
Workspace transformation.pdf
01 Scope & approach
The agreed work, deliverables, and review dates are set out in the attached scope.
02 The investmentAny changes to the agreed work will be confirmed in writing before they begin.
Signature
Loom PartnersPrepared for Gabriel
Workspace transformation.pdf
Gabriel RossSignature requested
Your signatureSigned
One signature left to collect.
Prepare the follow-up
Set the waiting period and review the prepared message when the next action is due.
Finish the agreement
Collect signatures and keep the completed file and audit record with the request.
A complete proposal workflow, connected to email.
Prepare the document, add a walkthrough, review engagement, and collect the agreement from one connected workspace.
Share a proposal with a clear path through the material.
Use a controlled document link and review page-level attention on scope, approach, and investment.
Explain the decisions behind the proposal.
Add a short recording to walk the recipient through the approach and the next steps.
Bring the agreement that is ready for a decision.
Add the document, place its fields, and assign each one to the right signer. Review the request before inviting anyone.
Send your first signature requestPrepare a signature requestAlready using Elite?Open your signature requests
What you can do
- Proposal viewer
- Page analytics
- Video walkthrough
- Access controls
- E-signature
- Real-time alerts
Until the agreement is complete
Check which signatures remain outstanding. Once everyone has signed, keep the completed file and its record with the project.
Good to know
Proposal analytics measure the controlled viewer, not copies downloaded or shared outside it.
Electronic-signature and retention requirements vary; configure the workflow around your agreement and jurisdiction.
Proposal Software FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
Yes. PDF analytics include page numbers, visible coverage, dwell, sessions, and timestamps from the controlled viewer.
Move your next opportunity forward.
Keep the whole proposal journey in one connected workspace.
