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    Proposals that aren't PDFs

    Send fully customisable web proposals with your branding, services and pricing. strively shows you when a proposal is opened and which sections the prospect reads, so you know exactly when to follow up.

    Book a demoSee how it works

    25 proposals a month on Automate, 50 on Report and unlimited on Team.

    An example strively web proposal from striveX. It opens with the heading Award-Winning Accountants for Growing UK Businesses beside a photo of the firm's office, a sidebar of sections from Introduction to Next steps, a contact card for Jaya Meadows in Business Development with a Message Jaya button, and a personal introduction to the proposal.

    What is a web proposal?

    A web proposal is a proposal sent as a secure link to a branded web page, rather than a PDF attachment. The prospect reads it in their browser, and you can see when it's opened and which sections they spend time on. In strively, the prospect accepts it online and moves straight on to signing the engagement letter.

    Why practices switch to web proposals

    Know when to follow up

    See the moment a proposal is opened and which sections get read, instead of guessing.

    Look the part

    Every proposal carries your branding, services and pricing, and looks great on any device.

    Faster decisions

    Prospects accept online in a few clicks, with no printing, scanning or emailing back.

    How web proposals work

    From discovery call to accepted proposal, in one place.

    1. Build your template

      Set up your branding, services and pricing once, and reuse them for every proposal.

    2. Tailor and send

      Adjust services and fees for each prospect, then send a secure link.

    3. Track engagement

      See when the proposal is opened and which sections are read.

    4. Accept online

      The prospect accepts in their browser and moves on to signing.

    Everything web proposals can do

    Fully customisable, never a PDF

    Your proposals look like your practice, not a template, and work on any screen.

    • Your logo, colours and wording
    • Your services and pricing
    • Reads well on phone, tablet and desktop
    A strively web proposal open on the testimonials page, with client photos and quotes

    See exactly what prospects read

    Section-by-section tracking shows you what a prospect cares about before you pick up the phone.

    • Notifications when a proposal is opened
    • Time spent on each section
    • Follow up at the right moment

    Engagement · Hartley & Co Ltd

    Your services2m
    Pricing4m
    Testimonials15s
    Pricing read twice · a good time to call

    Straight on to signing and onboarding

    An accepted proposal doesn't stop there. The engagement letter, AML checks and direct debit set-up follow.

    • Accept online, then e-sign the engagement letter
    • Automatic chasers if it isn't accepted
    • Tracked in your pipeline reports

    After acceptance

    ProposalAcceptedDone
    Engagement letterSent for e-signatureNext

    Web proposals for every kind of practice

    Show each prospect exactly what they're getting, in a format they'll actually read.

    Accountants

    Set out accounts, tax and advisory services clearly, with fees the client can see at a glance.

    Example: annual accounts, corporation tax and payroll in one proposal

    Bookkeepers

    Agree monthly scope in a proposal clients can't misread, so scope doesn't creep.

    Example: monthly bookkeeping and VAT returns

    Payroll bureaux

    Quote clearly for payroll, pensions and auto-enrolment.

    Example: payroll for 15 employees plus pension submissions

    Tax advisers

    Present specialist work professionally, and see when the prospect has read the fee.

    Example: R&D claim with a clear fee structure

    How strively's web proposals compare

    Many tools only tell you whether a proposal was opened, and some use a set template you fill in. strively proposals are fully customisable and tracked section by section.

    strively · Fully customisable web proposals, tracked section by sectionSection by section
    Ignition · Step-by-step proposal wizard with templates. No section-by-section tracking foundPartlyGoProposal · PDF proposals, no web proposalsPDF onlyFigsFlow · Customisable templates. No section-by-section tracking foundPartlySocket · Set template: edit the introduction, services and testimonials. Tracks viewed, accepted and declined onlyPartlyBetter Proposals · Drag-and-drop editor. Tracks opens and section viewsSection by sectionPandaDoc · Drag-and-drop editor. Time per page or section on paid plansSection by section

    Checked October 2026 against each tool's published information. Follow a row for the full comparison.

    Where web proposals fit in

    Every strively feature hands over to the next, from first enquiry to onboarded client.

    1. Automated chasers →Follow-ups at every stage, sent for you.
    2. You're hereWeb proposalsProposals prospects actually read.
    3. E-signatures →Proposals and letters signed online.
    4. Engagement letters →UK-format letters and terms of business.

    Frequently asked questions

    A web proposal is a proposal sent as a secure link to a branded web page rather than a PDF attachment. You can see when it's opened and which sections are read, and the prospect accepts it online.

    With a PDF you can't see whether it's been opened or read. A web proposal shows you when the prospect opens it and which sections they read, works on any device, and can be accepted in a few clicks.

    Yes. strively notifies you when a proposal is opened and shows how long the prospect spent on each section.

    Automate includes 25 proposals a month, Report includes 50 and Team includes unlimited proposals.

    The prospect moves straight on to e-signing the engagement letter, followed by AML checks and direct debit set-up through Adfin.

    Send proposals prospects actually read

    A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.

    Book a demo