How does Dataroom help sales teams close more?

Interactive proposals with live pricing tables and ROI calcs, e-signature in the same tool, and per-page heatmaps that tell reps which page killed the deal. HubSpot contact sync keeps your CRM current. Sales orgs report 38% more proposals accepted and 2.4x faster sent-to-signed cycles after 60 days.

Does it replace DocSend + DocuSign + PandaDoc?

Yes. Dataroom covers document sharing with analytics, e-signature with a full signing audit trail, and interactive proposals on one workspace at $9.99/month per Org + $5/seat (3 included).

Will my CRM stay in sync?

Yes - HubSpot contact sync keeps contacts current as buyers engage.

For sales teams

The slide that lost the deal? Now you know which one.

Send interactive proposals, collect signatures, and see page-level intent in one workspace, so follow-up starts with what the buyer actually read.

Get started

dataroom.com/proposals/pr_q4_expansion

Q4 expansion proposal

Viewed·Summit VC·USD 120,000·created 2h ago

SendEdit

Total views

Recipients

Engagement events

128

Avg. event time

38s

Recipients4Block engagement5Events3

Recipients

KW
Katherine Wells
katherine@summitvc.com
viewed
JD
Jordan Diaz
jordan@summitvc.com
viewed
AS
Alex Stone
alex@summitvc.com
signed
MP
Morgan Price
morgan@summitvc.com
pending

Per-block engagement

Executive summary
7 views
4m 18s
ROI calculator
6 views
8m 44s
Pricing table
7 views
11m 02s
Security terms
4 views
5m 13s
Accept block
3 views
2m 09s

Recent events

block.view by katherine@summitvc.com on pricing_table
92s
just now
proposal.viewed by jordan@summitvc.com
6m 18s
4m ago
proposal.accepted by alex@summitvc.com on accept_block
18m ago

ChatGPT Claude Perplexity Gemini Grok

What changes

The numbers your VP cares about.After 60 days.

More proposals accepted

0.0x

Faster from sent → signed

Reps say the heatmap changed the follow-up

$0k+

Stack cost saved per rep / yr

Capabilities

Five things the prospect feels.Proposal, signature, analytics, CRM.

Buyer experience

Featured capability

Interactive proposals

Pricing tables, ROI calculators, embedded video, schedulers - and an accept block at the bottom.

Buyer seeslive packet

Interactive proposals

E-signature, fast

Per-page analytics

E-signature, fast

Drag fields, set the order, hit send. Sequential, parallel, in-person, bulk send, reminders.

Per-page analytics

See exactly which page held attention and which one killed the deal.

CRM sync

HubSpot contact sync.

Team templates

Lock the legal page, leave the pricing flexible. Reps customize without breaking the room.

Day-to-day

From qualified to closed-won.Build, send, sign, track.

Operating loop

Four clean handoffs inside one workspace.

Build

Start from a proposal template, pull pricing from your CRM, and publish the buyer-ready page.

Send

Share a tracked link or gate it by email. The rep sees the first open without waiting for a reply.

Sign

The accept block becomes the order form, with sequential approvals when legal or finance needs in.

Track

Engagement, ARR, signer status, and follow-up notes roll back into HubSpot.

Go deeper

Explore the sales product pieces.

Per-page analytics Contacts & CRM sync

Send the next proposal right.

full access, full feature set, cancel anytime.

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