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Limit proposal access with access controls and expiration settings
Keep your proposals private by restricting who can open them and setting expiration dates. Prevent unauthorized access and revoke access at any time, even after sending the proposal, to ensure sensitive details are not available indefinitely.
See when prospects read your proposals and how they interact
Get real-time insights on when a prospect or client opens your proposal, how much time they spend on it, and which sections they engage with—so you can follow up with the right message at the right time.
Get notified instantly when a proposal is viewed
Never miss a key moment. Receive real-time notifications when a prospect or client opens your proposal or email, so you can reach out when they’re most engaged.
Speed up approvals with embedded eSignatures in your proposals
Simplify the signing process by adding eSignature fields directly to your proposals. Clients can sign without leaving their inbox. They receive a link to a guided, step-by-step signing process, with the signed document automatically delivered to all parties. Mailsuite eSignatures are legally binding and include a detailed audit trail for full transparency.
Make proposals more engaging with built-in screen recording
Add clarity and a personal touch by recording a short video or screen recording directly from your inbox with Mailsuite. Easily walk prospects through key details without switching apps, using extra tools, or attaching separate files.
- Unlimited tracking
- Real-time desktop notifications
- Email alerts
- Daily Report
- Individually Tracked Group Emails
- Full Tracking History
- Track Link Clicks
- Email Campaigns: Up to 60,000 Emails/Month
- Unlimited Document Uploads and e-Signatures
- Priority Email Support
And many other features
Fill & Signature Requests
Easily send documents for recipients to fill out and sign without leaving your inbox. All signatures obtained are legally binding, ensuring compliance and security.
E-Signature Audit Trail
Maintain a detailed audit trail that tracks and verifies every step of the eSignature process. This ensures transparency and allows you to monitor the status of each document.
Access Control and Document Expiration
Secure your documents by setting specific access permissions and expiration dates. This feature allows you to control who can view your documents and for how long, maintaining confidentiality and security.
Real-Time Document Tracking
Receive instant email and desktop notifications when someone opens your document for the first time. This enables prompt follow-ups and keeps you informed about recipient engagement.
Document Engagement Analytics
Gain detailed insights into how recipients interact with your documents. Understand which sections are viewed most and how much time is spent on each page, allowing you to assess interest levels and tailor your follow-up strategies effectively.
Screen Recording
Record and send personalized video messages directly from your inbox. This feature adds a personal touch to your communications and can help clarify complex information or provide detailed walkthroughs.
FAQ
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What is proposal management software?
Proposal management software helps users create, manage, and track proposals, presentations, and responses to RFPs. It streamlines the proposal creation process, enhances collaboration, and ensures consistency across documents -
Does Mailsuite's proposal software include eSignature functionality?
Yes, Mailsuite's proposal software includes built-in electronic signature capabilities, eliminating the need for separate eSignature applications -
How long does it take to implement Mailsuite's proposal management software?
With Mailsuite, there's no lengthy implementation process. Simply install the software, connect your existing Gmail account, and immediately access features like eSignature, document tracking, and analytics—all without leaving your inbox -
Is it possible to track deals after sending a proposal with Mailsuite?
Yes, Mailsuite enables you to monitor engagement with your proposals through real-time notifications and detailed analytics, allowing for timely and informed follow-ups -
Does Mailsuite provide analytics on proposal performance?
Yes, Mailsuite offers comprehensive analytics, including page-by-page engagement metrics, helping you understand recipient interactions and tailor personalized follow-ups -
How does Mailsuite handle security and compliance?
Mailsuite is fully GDPR-compliant, undergoes annual security audits by Google, and ensures that your personal data is neither stored nor sold, maintaining the highest standards of privacy and security
Privacy and Security Center
Mailsuite and Mailtrack services are trusted by more than 116,000 paying subscribers and companies around the world.
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