Solutions · Sales
View pricingWhere it fits
The proposal is already written. Claude drafted it, or your CPQ exported it, and then it left as an attachment. An attachment cannot tell you anything: who opened it, which section they read twice, whether the name on the thread you have never met ever looked at it. The deal goes quiet at the exact moment the buyer starts reading.
HTMLvault does not replace your CRM. It replaces the attachment. Salesforce is still the record and Outreach still owns the sequence. It takes the proposal those tools already produce and does the two things none of them do: puts it at a URL on your own domain, and reports back the moment somebody reads it, with a name on the open instead of a company domain and a guess.
Nothing changes for the buyer. No viewer to install, no account to create, no login wall between them and the proposal. They click a link on your domain and the page is simply there. And you can still pull it back: expiry on a date you choose, and per-recipient revocation that says nothing to anyone else on the thread.
ONE STEP BETWEEN THE PROPOSAL AND THE PROSPECT
How it works
Vault the HTML your AI assistant built. No dev queue, no hosting ticket. A live link in seconds.
Expiry on a date you choose, and a password if the numbers need one. Last quarter’s pricing stops circulating on schedule.
Each stakeholder gets their own URL. Revoke access silently when someone leaves the deal.
Time on page, scroll depth, and repeat visits tell you which deals are warm, per viewer.
Worked example · A deal with four names on it
Four people on the thread: the champion, her manager, a security reviewer, and someone from procurement who joined last week. Send one file to all four and every open looks identical, because there is nothing in a PDF to tell them apart.
Publish the proposal once, then mint a URL per person. Same page, four addresses. Every open now carries a label, a visit number, and how far down the page the reader actually got.
By Thursday you are not guessing. The champion read it twice and reached the end. Security opened it once and stopped at the architecture section. Procurement never opened it at all, which is the single most useful thing you learned all week.
Use cases
Set the pricing page to die at quarter end and the discount conversation ends with it. No stale quote resurfacing in a procurement thread five months later.
One proposal, four recipient URLs. When someone outside the thread opens the pricing section twice, you know the deal went upstairs before anyone tells you.
Scroll depth and time on page, per viewer. Open the call with the section they lingered on instead of the section you wish they had reached.
Proposals go out on your own domain, not a short-link host that trips email filters and reads like phishing to whoever runs security.
A link.viewed webhook reaches your CRM or Slack the moment they open it. The best minute to call is the one they are still reading in.
Edit the HTML behind a published link without changing the URL. The version they open is always the version you meant to send.
What actually changes
Vault the HTML, send the link, watch the signals.