Proposals & sales rooms

The proposal and the contract are the same document.

Most teams write a proposal in one tool, then re-key the agreed terms into a contract in another. Docsliy skips that step: the proposal your client accepts becomes the agreement they sign, in one thread, with nothing retyped.

One threadPitch through to renewal
No re-keyingAccepted terms carry through
Self-trackingYou see what they opened
The handoff

Every retype is a chance to get it wrong

The gap between "they said yes" and "we sent the contract" is where deals slow down and terms quietly drift.

The risk

Terms drift in the retype

What the client agreed to in the proposal and what appears in the contract are typed by different people, on different days, from memory or copy-paste.

What Docsliy does

The accepted proposal is the agreement. Nothing is re-entered, so nothing can quietly change between the two.

The risk

The thread scatters

Questions land in email, redlines come back as attachments, and by the third version nobody can say which one both sides actually agreed.

What Docsliy does

Sender and receiver redline and comment inside the document. The same thread is the single source of truth from first draft to signature.

The risk

You are guessing at interest

A PDF sent by email tells you nothing. You follow up blind, at the wrong moment, without knowing whether it was even opened.

What Docsliy does

Proposals track themselves. You see what was opened, which sections were read and where the client stopped.

The risk

The contract was never checked

A proposal turned into a contract in a hurry inherits whatever boilerplate was nearest — including clauses that do not survive the counterparty’s local law.

What Docsliy does

The same jurisdictional checks that govern any Docsliy agreement apply here: governing law, formalities and signature tier, resolved before it goes out.

The client side

A room, not an attachment.

Your client opens a link, not a download. Everything about the deal lives in one place they can come back to — scope, pricing, the terms, and the thread where both sides worked them out.

No account to create. Nothing to install. The same room becomes the signing surface when they're ready.

How signing works
  • Self-tracking

    See when it was opened, which sections were read and where attention dropped off — so the follow-up is timed rather than guessed.

  • Negotiation in the document

    Comments and redlines land on the clause they concern, from both sides, instead of arriving as a reply to a reply with an attachment.

  • One version, always current

    There is no "final_v3_revised". The room shows the live document, and the history shows how it got there.

  • Accept and sign in place

    When the terms are agreed, the same document is executed at the signature tier that market requires — no export, no second tool.

The whole deal

First pitch to renewal, on one record

Sales, legal and finance work from the same document rather than four disconnected tools.

  1. 01

    Propose

    Scope, pricing and terms in a room your client can open on any device.

  2. 02

    Negotiate

    Both sides redline in the document. Every change is attributed and kept.

  3. 03

    Sign

    The agreed document is executed under the law of the market it belongs to.

  4. 04

    Renew

    Obligations and renewal dates are tracked against the same record, not a spreadsheet.

Send us the proposal you last had to retype

We'll set it up as a room, negotiate it live, and sign the result — so you can see where the handoff used to be.