Proposal software for B2B sales teams

The call ended at 2:30.
The proposal went out at 2:41.

Call with Halden Freight ended42 min

Draft ready, 14 sources citedauto

Dev Patel approved 1 changeyou

Sent to Marta, Owen & Jonahsent

Smartoffer listens to your discovery call, reads the deal in your CRM and drafts a priced, on-brand proposal — scope, timeline, pricing table and e-signature included. You review it. Your buyer signs it.

Start a 14-day trial See how a draft is built

No credit card. Connects to Salesforce, HubSpot and Pipedrive in about four minutes.

Halden Freight/Fleet visibility rollout/Proposal v2
Draft · ready for review
Prepared by Dev Patel · Valid until Nov 21, 2026

Fleet visibility for Halden Freight

220 vehicles across four depots, live by the end of Q1.

01 What you told us

Halden runs 186 trucks today and expects 220 by March14:02. Late deliveries cluster at Ridgefield, so the rollout starts there18:40.

02 Timeline

03 Investment

ItemQtyUnitMonthly
Telematics licence220$18.00$3,960
Driver app seats260$4.00$1,040
Depot onboarding one-time4$2,500$10,000
24-month term · 8% multi-year discount Total $120,400
Accepted for Halden Freight
11 minmedian time from call ending to proposal sent
+18%win-rate lift after two quarters, median across 412 teams
41%of buyers sign on their phone, usually the same day

Figures from 9,812 proposals sent through Smartoffer in Q3 2026.

How it works

Four steps. Only one of them is yours.

  1. The call ends

    Smartoffer joins Zoom, Meet or Teams as a quiet notetaker — or drop in a recording afterwards. It hears quantities, deadlines, objections and who said them.

  2. A draft appears

    Scope, timeline and pricing are written from the transcript, your CRM fields and the templates your team already approved. Nothing is invented; everything is cited.

  3. You review your part

    Accept or reject each suggestion, adjust a price, swap a case study. Guardrails stop discounts and terms that would need Finance from slipping through.

  4. It's in their inbox

    Buyers get a clean link — no login, no PDF wrangling. They can comment, choose an option and sign on whatever device is closest.

Pricing tables

Pricing that checks its own math.

Your catalog, volume tiers and discount policy live inside Smartoffer, so every table it drafts is priced the way Finance would price it — not the way a rep remembers it.

  • Volume tiers apply themselves as quantities change
  • Multi-year ramps, one-time fees and optional add-ons
  • Anything outside policy is routed for approval in Slack
  • Multi-currency with tax by buyer region

Try it — move the controls.

Halden Freight · Option A Within policy
Vehicles
220
Term
policy 12%
LineQtyUnitMonthly
Telematics licence Tier B · 100–249 vehicles220$18.00$3,960
Driver app seats 1.2 per vehicle264$4.00$1,056
Depot onboarding one-time4$2,500$10,000
Monthly after discount$4,615
Per vehicle, all-in$20.98
Total contract value$120,760

Approved automatically. Discounts up to 12% on 24-month terms don't need sign-off.

Citations

Every number has a source.

Smartoffer never makes up a figure. Each sentence it writes links back to the moment in the call, the CRM field or the approved template it came from. Hover a footnote to see it; click it to hear the clip.

That's also how your legal team learns to trust it: clauses only ever come from the library they maintain.

Halden currently operates 186 vehicles1, rising to 220 by March1. The recurring investment of $4,600 per month2 is fixed for the 24-month term3, and data is retained under the standard security appendix4.

  1. Call · 14:02

    “We run 186 trucks today, probably 220 by March.” — Marta Lindqvist

  2. Pricing engine

    Tier B rates, 8% multi-year discount, approved by policy rule P-3

  3. Call · 23:15

    “Finance won't sign anything longer than 24 months.”

  4. Template library

    Security appendix v4.2 — last approved by Legal, Sep 30

Signing & analytics

Know who read it, and what they lingered on.

Buyers sign in the browser — legally binding in 41 countries, with a full audit trail. Meanwhile you see who opened it, who it was forwarded to and which section kept them reading.

Halden Freight · Proposal v2

$128,128 over 24 months

Option A · 24 moOption B · 36 mo
  • Telematics · 220 vehicles$3,960
  • Driver app · 260 seats$1,040
  • Staging environment$350
  • Multi-year discount−8%

Sign here

Draw your signature

Engagement · last 72 hours 3 people · 11 visits
  • ML
    Marta LindqvistDirector of Operations
    14m 20s
  • OB
    Owen BrandtIT Manager
    9m 05s
  • JO
    Jonah OkaforCFO · forwarded by Marta
    6m 48s
Other sectionsMost-read section · hover a bar for its name

Signal

Jonah opened the Investment section three times and compared both options. Deals like this close 2.1× more often when the rep sends the 36-month option within a day.

Integrations

Fits the stack you already pay for.

Two-way sync means the signed amount, products and close date flow back into the CRM the moment the buyer signs. Nobody re-types anything.

CRM
Salesforce
HubSpot
Pipedrive
Dynamics 365
Calls
Zoom
Google Meet
Microsoft Teams
Uploaded recordings
Billing
Stripe
QuickBooks
Xero
Chargebee
Team
Slack approvals
Gmail & Outlook
Webhooks
REST API
Mina Cho, VP of Sales at Brightwater Systems, working at her laptop
Mina Cho, VP of Sales, Brightwater Systems

Customer story · Brightwater Systems

“We used to lose a full day between ‘send me something’ and actually sending something. Now the proposal lands while the buyer still remembers the call.”

Brightwater's 26 account executives sell water-metering software to municipal utilities — long cycles, procurement-heavy, lots of options per deal. They moved every proposal into Smartoffer in March.

Proposal turnaround
3 days → 38 min
Win rate
21% → 29%
Average discount
−4.5 pts

“Our ops team stopped fixing pricing mistakes after the fact. There just aren't any.”

Tom Reyes · Revenue Operations, Lumen Ridge Solar

“I review a draft on my phone between meetings. Ten minutes, done, sent.”

Abigail Nwosu · Founder, Fieldcraft IT (14 people)

“The engagement data changed how we forecast. If the CFO hasn't opened it, it isn't commit.”

Lars Henning · CRO, Parcelwise

Pricing

Priced per seat. Buyers are always free.

Starter

For founders and small teams selling their first contracts.

$29per user / month

Start free
  • Up to 5 users
  • 40 AI drafts per user each month
  • E-signature & buyer links
  • HubSpot and Pipedrive
  • 3 branded templates

What most teams choose

Team

For sales teams that need pricing rules and approvals.

$59per user / month

Start free
  • Unlimited AI drafts
  • Pricing guardrails & Slack approvals
  • Salesforce two-way sync
  • Engagement analytics & signals
  • Unlimited templates and content library

Business

For revenue teams with procurement, legal and many products.

$99per user / month

Talk to sales
  • Everything in Team
  • SAML SSO, SCIM and audit log
  • Multi-currency, tax and entities
  • Product catalog sync
  • Named success manager

Enterprise

Data residency, private deployment and custom terms for 100+ seats.

Let's talk

Contact us

Your calls are yours.

  • SOC 2 Type IIAudited annually. Report available under NDA.
  • No training on your dataTranscripts and proposals never train shared models.
  • US or EU hostingPick the region per workspace; data stays there.
  • Retention you setDelete recordings after 7, 30 or 90 days — or never store them.

Questions

Before you ask.

Does Smartoffer need to join my calls?

No. It can join as a notetaker, but you can also upload a recording, paste a transcript or start from the CRM deal alone. The fewer sources it has, the more it will ask you to confirm.

What happens if the AI gets a number wrong?

Every figure is cited, so wrong numbers are easy to spot — and pricing is calculated by your rules, not generated. Drafts are never sent without a person reviewing them.

Can we keep using our own proposal design?

Yes. Upload two or three past proposals and Smartoffer builds templates from them: your fonts, cover, section order and boilerplate. Most teams are set up in an afternoon.

Is the e-signature legally binding?

Yes, under ESIGN and UETA in the US and eIDAS in the EU, with an audit certificate attached to every signed document. Qualified signatures are available on Business and Enterprise.

How long does setup take?

Connecting a CRM takes minutes. Importing your catalog and discount policy usually takes a day with our onboarding team, included on every paid plan.

Try it on your last call.

Paste a transcript or a CRM deal link. We'll send back a draft proposal with your logo on it — usually before you've refilled your coffee.

14 days free. No credit card.