Sales proposals
Send a proposal and know the moment your buyer opens it. GateDocs gates each proposal behind a short form, so you learn who is reading — not just that someone did. Follow up while the deal is still warm.
- Gate each proposal behind a lead form. Before the download starts, the reader enters their name, company, and job title. You know exactly who on the buying team has your pricing.
- See every view and download in real time. The activity feed shows who downloaded your proposal and when, so you can time your follow-up call for the moment they are engaged.
- Set the proposal to expire on a date or after a set number of downloads. Old pricing stops circulating on its own — no chasing, no stale links.
Frequently asked questions
How does GateDocs help with sales proposals?
You upload the proposal, turn on a lead form or password, and share one link. Every view is logged. Everyone who fills in the form becomes a named lead in your dashboard. Your buyer never needs an account.
What plan do I need for sales proposals?
The Free plan covers password protection, link expiry, download limits, and basic analytics. Lead capture forms need Pro, which is $29 per month. Pro also adds your own branding and a custom domain, so proposals look like they come from you.