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How to optimize the customer interaction experience for sales proposals?

2025-08-28 1.2 K

Key Steps to Creating a Highly Interactive Sales Proposal

Static PDF proposals often suffer from low customer willingness to read, delayed feedback, etc. Qwilr's interactive solutions include:

  • Web-based presentation: Convert documents into adaptive web pages that can be viewed by customers on any device.
  • Electronic Signature Integration: Add a Signature Block at the end of the proposal so that the client can sign directly by clicking on it.
  • dynamic content: Embedded product demo video (GDrive embed) or 3D model (Sketchfab link)
  • Intelligent Tracking: See how long a customer stays with the Analytics dashboard for targeted follow-ups

Best Practice: When the data shows that customers repeatedly viewed "Pricing Block" but did not sign up, you can actively push limited-time discount information to this module, and the conversion rate increased by 27% on average.

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