Nudge
FreshEngagement-triggered automated follow-up messagingSales teams manually following up on sent proposals without knowing prospect engagement state, leading to ill-timed or missed outreach
Optional add-on that automates proposal follow-up sequences triggered by client engagement events (opens, time spent, sections viewed).
Features
Template libraryall plansContent libraryall plansDigital e-signatureall plansInteractive pricing tablesall plansPayment collection (Stripe, PayPal)all plansProposal open and engagement analyticsall plansPost-signature client onboarding flowsall plansCustom domainpaid onlyCRM integrations (Salesforce, HubSpot, Pipedrive, Close)paid onlyZapier integrationpaid onlyREST APIpaid onlyAutomatic proposal expiry datespaid onlyCustom intake formspaid onlyNudge automated follow-uppaid onlyContent lockingenterprise onlySimultaneous collaborative editingenterprise onlyInline commentingenterprise onlyManager approval workflowsenterprise onlyAdvanced role-based permissionsenterprise onlyProject management integrations (Asana, Trello, Wrike)paid onlySlack integrationpaid only