Find out what your winning proposals have in common.
Win Reports connect what you sent with what you won. Compare win rates by template, section, rep, industry and deal size. See whether case studies help, which pricing layout signs fastest and where deals go quiet.
- With case study46% won
- Without case study33% won
- With 3 pricing options43% won
- With 1 pricing option31% won
6.5
Median days to sign
81%
Read within 24 hours
58%
Proposals with 2+ readers
How it works
Four steps, one afternoon.
Send as usual
Every proposal records its template, sections, pricing layout and reads.
Outcomes sync
Won and lost stages come back from the CRM with the amount and close date.
Compare
Slice win rate and time to sign by any dimension, for any date range.
Improve
Promote the templates and blocks that win, and retire the ones that do not.
Inside Win Reports
The details that save the afternoon.
By template
See which proposal and deck templates win most often, and for which deal sizes.
By section
Measure the effect of case studies, team pages, pricing options and timelines.
By rep
Coach with facts: read rates, time to sign and win rate per rep.
By industry
Spot the industries where your proposals win and where they stall.
Where deals stall
Find the page where readers stop, and the days between send and sign.
Export and share
Export to CSV or send a weekly summary to sales leadership.
How many proposals do we need for useful reports?
Patterns start to show after about 50 sent proposals with outcomes. Reports show sample sizes so you never act on too little data.
Does it use CRM outcomes?
Yes. Won and lost stages, amounts and dates come from the connected CRM, so reports match your pipeline.
Can reps see each other's numbers?
Admins decide. You can show reps only their own numbers and the team average.
Golden hour, deal signed
Your next proposal could be signed by sunset.
Proposal
For: your sales team
Valid until you send your fifth proposal
Accepted on behalf of your team
Want to see it on your own deal first? Contact us