XDocs for Sales
Proposals that tell you what happened next
Send the proposal as a tracked link, see which sections the buyer spent time on, and turn the same document into the order form they sign.
- Section-level reading time on every proposal
- Signature status written back to HubSpot or Salesforce
- Bulk send one agreement to many recipients
- Approvals in Slack before anything leaves the workspace
How it goes
1
Before the call
A buyer who read the pricing section twice and skipped the case studies is a different conversation from one who never opened the link. You see which it is.
2
At the close
The proposal is already a document, so the order form is the same page with signature fields added. No export, no upload, no second tool.
3
After the signature
Completion updates the CRM record you linked, fires a webhook, and files the signed PDF where the team can find it.
The parts you will use most
One place for every important document.
Create, sign, share and understand your documents with XDocs.