Let your offer open like its own website
The presentation you build — the units you chose, the payment plans, the virtual tour — reaches your customer looking like an independent project site; you're notified instantly, and it's logged on the customer card, when they open it and how long they spend on it.
Not a CRM screen — their own showcase.
This presentation page opens with its own theme, entirely independent of your panel's interface; your customer sees it as the project's own website, not a CRM screen. Choose from four different themes, each designed separately to suit a different style.
Payment options on one screen.
Present cash and installment payment plans stacked on the same screen; checking the installment option opens the relevant fields, and if only one option applies, the other is never mentioned. For rental presentations, monthly and annual amounts are entered independently of each other.
Even after your offer's validity period expires, your customer stays one click away.
If the offer expires, the customer can request a new one with a single button; it goes automatically to the same consultant if they're still active, or to an appropriate different consultant per your existing assignment system if they've left.
Your campaign is calculated automatically.
When you select a campaign, the discounted price and validity date fill in and lock to that offer automatically; even if the campaign later changes or is removed, offers already sent stay unaffected through their final validity date. Campaigns go through manager approval before they're active, and once approved, a campaign becomes an automatic template anyone can select and apply to their offer up until its final validity date.
Want to share an offer presentation your agency can send its own client? Just say so.
In that case, the developer's identity is hidden in the presentation — only the agency's and the project's names appear; fields like the consultant's name and contact details aren't shown. That way your partner can take the offer presentation ready-made and send it to their client in seconds.
Video and interactivity raise your close rate.
Offers with video close 3.3 times more often, offers viewed more than once see a 20 percent higher close rate, and offers with interactive pricing convert twice as well (source: Proposify, State of Proposals 2026, 742,000 offers).
Usage guide
- Creating one: start from the customer card with Send Offer Presentation; choose the project first, then the unit.
- Theme and content: add the cover, payment plan, virtual tour, and any sample-unit content.
- Sending: send by link or email; the validity date is assigned automatically.
- Tracking: follow the view notification and duration from the customer card.