Use case · Proposals
Walk them through the proposal, and see which part they reread.
A proposal sent as a PDF is opened late, read without context and forwarded to people it was not meant for. A short video walkthrough explains it your way, a lock keeps it to the right people, and you see which section they came back to.
No card. Your prospect doesn’t need an account.
The problem
A PDF can’t tell you what they read.
You send the proposal and wait. You do not know if it was opened, if the pricing page was read, or if it went to someone outside the deal.
Walking through it on video lets you set the context yourself, and the viewing data shows which part mattered to them, so your next conversation starts from there.
How it works
Three steps with Cliprame
- Step 1
Record the walkthrough
Scroll through the proposal on screen with your face in the corner, and explain the scope and why you suggest it.
- Step 2
Lock it and add chapters
Ask for a PIN, a password or an email code limited to their company, and add chapters for scope, pricing and timeline.
- Step 3
Send it and watch
Send the link with the proposal. You see who unlocked it, how much they watched and which chapter they replayed.
What you get
What it does for a proposal
Locks for confidential pricing
A PIN, a password or a one-time email code, limited to one company’s email domain. The video is not in the page until it is unlocked.
The part they reread
A rewatch and drop-off heatmap shows which chapter they replayed, usually the one that decides the deal.
Who else is involved
Watching from another network or device is flagged as probably forwarded, so you know the proposal reached the decision maker.
A button to move forward
Add a button like “Accept proposal” that opens your own signing or payment page.
Update it in place
If the scope changes, edit the video and update it. Everyone with the link sees the new version.
An alert when it is opened
Slack, HubSpot or Salesforce tells you when they unlock and watch it, so you can follow up while it is fresh.
Good practice
Getting the most out of it
- Put the pricing in its own chapter. They can jump to it, and you can see whether they did.
- Lock it to their company. An email code limited to their domain keeps it to the right people.
- Keep it under five minutes. Explain the why, not every line. The document has the detail.
- Say what happens next. End with the one step you want them to take.
- Check who unlocked it before you follow up. If it was someone new, ask who else is involved.
What to know first
- It does not replace the proposal document or e-signature. Add a button that opens your own signing tool.
- A lock controls who can open the video. It cannot stop someone recording their screen.
- Video locks are on paid plans, not the free plan.
Pricing
Start free: the full viewer analytics and campaigns of up to 25 people are on every plan. Paid plans start at $29/month and raise campaigns to 500 people, with locks, longer videos and all your integrations. See the pricing page.
Comparing tools?
Honest comparisons, including where the other tool is the better fit: Cliprame vs Vidyard and Cliprame vs Sendspark.
Questions
Can I send a proposal as a video?
Yes. Record a walkthrough of the proposal on screen, send the link with the document, and see who watched it and which part they replayed.
Can I keep a proposal video confidential?
Yes. Ask for a PIN, a password or an email code, and limit access to one company’s email domain. The video is not loaded into the page until it is unlocked.
Will I see which section they reread?
Yes. A heatmap shows rewatches, skips and where people stopped, so you can see whether they went back to pricing.
Does it include e-signature?
No. Add a button that opens your own signing or payment page. Cliprame tracks whether they clicked it.
What if I change the proposal?
Edit the video and update it in place. Everyone with the link sees the new version, and the previous one is kept for 30 days.
Related use cases
Send your next proposal as a walkthrough.
Lock it, send it and see which part they came back to.