Formlio
Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures.
Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document.
After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.
Learn more
Beamprobe
Beamprobe is a secure document sharing and sales enablement platform — a modern alternative to DocSend. Share pitch decks, proposals, contracts, and sales collateral with trackable links instead of attachments. Get real-time analytics on who viewed your documents, which pages they spent time on, and when they re-opened the file. Control access with email verification, passwords, expiration dates, NDA gates, and one-click revocation. Custom branded viewer with your domain, logo, and colors keeps the experience on-brand. Built for founders raising capital, sales teams sending proposals, and consultants sharing reports. Integrates with your CRM and existing workflow. Faster, cleaner, and more affordable than DocSend, with no learning curve. Free plan available; paid plans unlock advanced analytics, custom domains, team workspaces, and data rooms.
Learn more
Supernormal
Supernormal helps agencies and client-facing teams complete work in a flash.
How it works:
The desktop app (Mac and Windows) captures meetings without a bot joining the call. When your meeting ends, the web app opens with your transcript, summary, and action items. Work with the AI agent to turn meeting notes into campaign briefs, pitch decks, proposals, follow-up emails, project plans, and Slack messages.
What you get:
- Bot-free meeting capture
- AI agent that generates deliverables in your voice
- Context-aware outputs
- Deliverables ready to polish and send
- MCP to bring your meeting context into tools like Claude and ChatGPT
Learn more
SendNow
SendNow is a secure document sharing and analytics platform built for financial professionals, sales teams, advisors, investors, and businesses. Share pitch decks, proposals, reports, financial documents, and other sensitive files through secure, trackable links. SendNow provides page-by-page engagement analytics, real-time open notifications, access controls, password protection, email verification, link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, audit trails, branded document experiences, custom domains, and secure client and deal rooms. SendNow helps teams understand who viewed their documents, which pages they read, how long they spent on each page, and when they returned. The platform is designed for secure client communication, fundraising, investor relations, sales engagement, due diligence, and financial workflows.
Learn more