Proposal tracking that tells you who is ready to buy.
Know which prospects are ready to buy while they are still deciding. Over time, sell more of what your prospects actually want.
Why it matters
Once a proposal is sent, reps guess who to call first. The best leads cool off while they wait.
Reps hear the moment a prospect shows real interest, not days later.
Talk about the offers they cared about, with a draft ready to review.
See which offers win and which stall, then shape your lineup around real demand.
Most proposal tools only see a document. Every Verbial proposal is built from your own offers, so it can tell you which of them prospects actually buy.
How it works
Hot leads come to you. Nothing slips through.
- Send the proposal
Your rep sends it and gets back to work.
- Hear when they are interested
When a prospect keeps coming back or is ready for next steps, your rep knows right away.
- Close while it is warm
Reps reach out at the right moment, and quiet proposals get a nudge before they go cold.
Your offers
Tailor your offers to what prospects actually buy.
Every proposal teaches you something about your offers. See which ones prospects choose and which ones close, and build a lineup around what people actually want to buy.
Put your best-selling offers first and win more of the deals you send.
An offer that shows up often but rarely sells is a cue to reprice, rescope or retire it.
See which offers each prospect opened and chose, and build your next package from that.
What you get
Reps focus on the prospects most likely to sign.
See which offers each prospect cared about most.
Start from a draft that speaks to what they read. Your rep has the final say.
Quiet proposals are flagged before the moment passes.
Only real prospect interest counts, never your own team.
Offers nobody picks are easy to spot and retire.
Common questions
What makes a proposal hot?
A prospect clicking Proceed, or opening the proposal three times within two days. Either one alerts the rep who created the proposal.
Who gets the alerts?
The rep who created the proposal, in the app and by email. Each person can choose their channels in notification settings.
Do my team's own views trigger alerts?
No. Previews by your team are never counted, so alerts only come from real prospects.
What is sell rate?
For each service item, the share of proposals that included it and were sold. It shows which offers win business and which ones sit on proposals without closing.
Does anything get sent to a prospect automatically?
No. Follow-up drafts and reminder emails wait for your rep, who reviews them and decides when to send.