Features

Everything you need to close more deals

From proposal creation to signature, Closed gives you the tools and insights to win more business.

Engagement Analytics

Know exactly what happens after you hit send

Stop wondering if they opened your proposal. See exactly how prospects engage—which sections they read, how long they spend, and when they're ready to buy.

  • Email notifications

    Get notified when someone opens your proposal

  • Section-by-section breakdown

    See time spent on pricing, case studies, and more

  • Engagement scoring

    Score based on views, scroll depth, and time spent

  • Per-recipient tracking

    Track each stakeholder's engagement individually

Engagement Breakdown

ACME Rebrand Proposal

87%

Engagement Score

Pricing 2m 15s
Case Studies 1m 24s
Our Approach 52s
Team 38s

Insight: Sarah spent 95% of her time on Pricing. She's ready—follow up now.

Introduction

Our Approach

Case Studies

Team

Pricing

Terms

Proposal Builder

Beautiful proposals in minutes, not hours

Build stunning proposals step by step. Start from templates or build from scratch—either way, you'll look like a million bucks.

  • Pre-built templates

    Start with proven designs for your industry

  • Content library

    Reuse case studies, testimonials, and team bios

  • Interactive pricing tables

    Let clients choose packages and add-ons

  • Live preview

    See exactly what your client will see

E-Signatures

From proposal to signed in minutes

No more printing, scanning, or chasing signatures. Clients review and sign right in the proposal—legally binding and audit-ready.

  • Legally binding

    Full audit trail with IP, timestamp, and device

  • Complete audit trail

    IP address, timestamp, and device captured

  • Instant notifications

    Know the moment they sign

Seamless experience: Clients review and sign without leaving the proposal

Proposal Signed!

ACME Rebrand Project

Signed by

Sarah Mitchell

CEO, ACME Corp

21 Jan 2026, 14:32 GMT Verified

Proposal Sent

Automatically tracked

Day 0

Gentle Reminder

"Just checking in on the proposal..."

Day 3

Value Reminder

"Here's what we'll achieve together..."

Today

Final Follow-up

"Before I close this out..."

Day 10
Automated Follow-ups

Never let a deal slip through the cracks

Set up automated follow-up sequences that send on your schedule. Personalized, timely, and effective—without the manual work.

  • Scheduled sequences

    Set follow-ups for day 3, 7, 14 after sending

  • Personalized templates

    Dynamic variables for client name, project, and more

  • Manual override

    Skip, edit, or send immediately—you're in control

White-Label

Your brand, front and center

Your clients see only your brand. Custom domain, your colors, your logo—Closed stays invisible so you shine.

  • Custom domain

    proposals.youragency.com with automatic SSL

  • Full brand customization

    Colors, fonts, and logo throughout

  • Zero Closed branding

    Complete white-label experience

Without white-label

app.closed.io/proposals/acme-rebrand

With white-label

proposals.youragency.com/acme-rebrand

Pipeline Overview

Draft

Tech Co

£12,000

Sent

ACME

£24,000

StartupX

£8,500

Viewed

BigCorp

£45,000

Hot

Won

MediaCo

£18,000

Pipeline Management

Your entire pipeline at a glance

See every proposal's status in a visual Kanban board. Spot hot leads, expiring proposals, and stale deals instantly—so nothing falls through the cracks.

  • Kanban board view

    Drag and drop proposals through your pipeline stages

  • Smart alerts

    Hot leads, expiring soon, and stale proposals flagged automatically

  • Pipeline value tracking

    See total value at each stage of your sales funnel

  • Proposal expiry dates

    Set proposals to expire after a certain date

Multi-Recipient Tracking

Track every stakeholder individually

Enterprise deals often have multiple decision-makers. Send to the whole buying committee and track each person's engagement separately—so you know exactly who's interested and who needs convincing.

  • Unique tracking per recipient

    Each stakeholder gets their own tracking link

  • Individual engagement scores

    See who's most engaged with your proposal

  • Section-level insights per person

    Know which sections each stakeholder cares about

Recipient Engagement

ACME Enterprise Deal • 3 recipients

SM

Sarah Mitchell

CEO • Viewed 4 times • 8m 23s total

94%

Score

JT

James Thompson

CFO • Viewed 2 times • 3m 12s total

67%

Score

LK

Lisa Kim

Marketing Director • Not yet viewed

Pending

Tip: Sarah is highly engaged. James focused on Pricing. Lisa hasn't opened yet—consider a personal nudge.

And so much more

Every feature designed to help you win more business.

Proposal Cloning

Clone any proposal in one click. Start from your best work instead of starting from scratch.

Content Library

Store and reuse case studies, testimonials, team bios, and more across all your proposals.

GDPR Analytics Controls

Disable tracking for EU clients with one toggle. Stay compliant without sacrificing insights elsewhere.

Custom Email Templates

Customize every email your clients receive. Match your brand voice from first touch to signature.

Team Collaboration

Invite your team with role-based permissions. See who's working on what.

Flexible Pricing

Multiple pricing modes: fixed packages, optional add-ons, or let clients build their own.

Password Protection

Add an extra layer of security for sensitive proposals with password protection.

Webhooks

Connect to your CRM, Slack, or any tool via webhooks. Secure, reliable, with automatic retry.

Proposal Analytics

Dashboard with trends, conversion rates, and insights across all your proposals.

Activity Logging

Complete audit trail of every action. See who did what, when—perfect for team accountability.

Webhook Delivery Logs

Full visibility into webhook deliveries. See payloads, responses, and retry attempts.

Multi-Currency

Quote in any currency. Perfect for agencies working with international clients.

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