Product tour
What Declario does, in the order you use it.
Most proposal tools stop at the moment you press send. Declario starts there. This tour follows one proposal: what you see once the client opens it, how it was built, what you do next, how it closes, where the events go, and who in your team may do what.
01See
Know when the client reads it, and what they read.
Every proposal is a link, so Declario can record what happens to it: when it is opened, how long each section is on screen, how far the client scrolls and whether they come back. Each event appears in your live activity feed and as an in-app notification as it happens.
For youYou stop guessing whether the proposal was read. You call when the client has just spent time on pricing, not three days later.
- Opens
- 2
- Visits
- 2
- On pricing
- 44s
- Deepest scroll
- 50%
- WednesdayOpened
First open, on a laptop
- Pricing44sStrong signal
Pricing table
- Scrolled50%
Deepest point reached
- ReturnedStrong signal
Second visit, 8 minutes later
| Section | On screen | Share of reading time |
|---|---|---|
| Hero | 8s | 5% |
| Scope of work | 1m 26s | 51% |
| Timeline | 31s | 18% |
| Pricing table | 44s | 26% |
| Questions | — | ○ Not reached |
| Terms | — | ○ Not reached |
The engagement score, and where each point comes from
The score adds up four things the client did. It is plain arithmetic, capped at 100. It is not AI and it does not predict whether the client will buy; it tells you which proposal to look at first.
| Input | Points each | Sample | Points |
|---|---|---|---|
| Opens | × 10 | 2 | 20 |
| Visits | × 15 | 2 | 30 |
| Seconds on pricing | × 0.5 | 44 | 22 |
| Percent of the page scrolled | × 0.3 | 50 | 15 |
| Engagement score | 87 | ||
In-app notifications
- Northwind Studio is back on Website redesign10:52
- Northwind Studio opened Website redesign10:41
02Create
Build the proposal from blocks.
Start from a template or an empty page and add the blocks you need. AI drafting writes a first version of a block's text with Claude, from the block type, the proposal title, the client's name and any instructions you add. You edit it; nothing goes to the client until you send it.
Uploaded once, shown at the top of every proposal you send.
- 01Hero
- 02Scope of work◐ Drafted with AI · edit before sending
- 03Timeline
- 04Pricing table
- 05Questions
- 06Terms
16 block types
Marked blocks can be drafted with AI: 9 of them.
- Story
- Hero, Can be drafted with AI
- Text, Can be drafted with AI
- About us, Can be drafted with AI
- Offer
- Pricing
- Pricing table
- Timeline, Can be drafted with AI
- Terms, Can be drafted with AI
- Proof
- Team
- Case study, Can be drafted with AI
- Testimonial, Can be drafted with AI
- Decision
- FAQ, Can be drafted with AI
- Call to action, Can be drafted with AI
- Countdown
- Media
- Image
- Video
- Layout
- Divider
- Templates
- Start from one of 5 built-in templates, or build your own templates for the proposals you send often. See the templates
- AI drafting
- One draft uses one credit. Credits each month: Starter 25 · Pro 100 · Agency 500. During the trial: 10.
- Your logo
- Upload your logo and it appears on the proposal the client opens.
- Polish and English
- Use Declario in either language, and write proposals in the language of your client.
For youA proposal that looks like your company, put together in the time it takes to decide what goes in it.
03Act
Do the next thing while it still matters.
When a client comes back, the proposal moves up among the hot signals on your dashboard. Follow-up sequences send the next email only when its condition is true, clients can ask questions on the proposal itself, and a manager can check a proposal before it goes out.
Northwind Studio
Website redesign
Follow-up sequence
Pro and upEach step waits a number of days after sending and checks its condition first. If the client has already done what the condition rules out, the email is not sent.
- Day 0Sent
- Day 1Email if not openedDid you receive our proposal?
- Day 3Email if opened, but no replyAny questions about the proposal?
- Day 7Email if no replyFollowing up on our proposal
Client comments
Every planThe client can ask a question on the proposal page instead of in a separate email. You answer in the same thread.
Northwind Studio
Could the second phase start in March instead of April?
You
Yes. I will update the timeline and send you the new version today.
Approval workflow
Pro and upA salesperson submits the proposal for approval. An admin or manager approves it, which sends it, or requests changes with a note, which returns it to draft. The person who submitted it is notified either way.
- SubmittedSales
- Awaiting approval
- Approved and sentAdmin or managerChanges requestedBack to draft, with a note
For youYour follow-up lands when the client is reading, and nobody on the team sends a proposal that was not meant to go.
04Close
Accepted, signed and kept on record.
The client accepts or declines on the proposal page. To accept, they sign by typing their name, and Declario stores an audit record of that signature. Once signed, the proposal can no longer be edited.
A typed-name electronic signature with an audit record. Whether it is enough for a given contract depends on your jurisdiction and the kind of agreement.
For youYou know exactly what was agreed and when, and every earlier version is still there if you need to show what changed.
The client can also decline, with an optional reason. Either answer reaches you as a notification.
- Signer
- Anna Kowalczyk
- Job title (optional)
- Operations Director
- Signed at
- 2026-09-16 11:06:42 UTC
- IP address
- 203.0.113.24
- Browser (user agent)
- Mozilla/5.0 (Macintosh; …) Firefox/131.0
- Content fingerprint
- SHA-256 9f2c…e41a
The fingerprint is a SHA-256 hash of the proposal content at the moment of signing.
Versions
Declario keeps versions of a proposal as it changes. Compare any two block by block and restore an earlier one; the current state is saved first, so a restore can be undone.
| Version | When | Saved because | Blocks changed |
|---|---|---|---|
| 1 | Mon 09:12 | Sent to the client | — |
| 2 | Wed 11:30 | Saved by you | Timeline · Pricing table |
| 3 | Wed 11:32 | Sent again | — |
PDF export
Download any proposal as a PDF from your workspace, for your records or for a client who needs a file.
05Connect
Send proposal events where your team already works.
Post events to a Slack channel, send signed webhooks to your own system, or keep HubSpot contacts and deals in step. Share proposals from your own domain.
| Name | What it does | Status | Plan |
|---|---|---|---|
| Slack | Posts the proposal events you choose to one Slack channel, through an incoming webhook. | Available | Pro and up |
| Webhooks | Sends a signed HTTPS request (HMAC-SHA256) to your own endpoint when a proposal event happens. | Available | Pro and up |
| HubSpot | Creates and updates HubSpot contacts and deals from your clients and proposals. | Available | Agency plan |
| REST API | A public API is planned. Signed webhooks are the way to get proposal data out today. | Coming soon | — |
| Custom domains | Share proposal links from your own domain. Requires a paid subscription; not available during the trial. | Beta | Pro: 1 · Agency: 3 |
For youThe team sees a signed proposal in Slack or the CRM without anyone copying it over.
06Control
Decide who can send what.
Every member has one of three roles. The rules below are the ones the server checks, not just what the interface shows.
| Action | Admin | Manager | Sales |
|---|---|---|---|
| Create, edit and send proposals | Yes | Yes | Yes |
| Send directly when the workspace requires approval | Yes | Yes | Through approval |
| Approve a proposal or request changes | Yes | Yes | No |
| Connect or disconnect HubSpot | Yes | Yes | No |
| Add and remove members | Yes | No | No |
| Change workspace settings, including the approval requirement | Yes | No | No |
Approval before sending
An admin can switch on one workspace setting: proposals must be approved before they are sent. With it on, a salesperson cannot send directly and submits the proposal for approval instead. The approval workflow is available from the Pro plan.
Adding members
An admin adds a member by the email address of their Declario account, so the person signs up first. Seats per plan: Starter 1 · Pro 3 · Agency 10.
Your client's side
People who open a proposal are not tracked with cookies. A visit is counted for as long as the page is open, and the IP address used for tracking is stored as a keyed hash. When a client signs, the IP address and browser are stored in the signature's audit record.
For youNew salespeople can build and send from day one, and you still decide which proposals need a second pair of eyes.
Send the next proposal with Declario.
Every workspace starts with a 14-day Pro trial. No card required.