Product · Interactive proposals

Interactive proposals your clients open, review, and sign anywhere

What your client actually receives. Wantly sends your offer as a personal, interactive online proposal, not a static PDF. Your client opens it on any device, reviews and selects the products you offer, asks questions, and approves, signs, and pays, all in one place.

30-minute demo on your own offer. We set the whole system up for you.

wantly client view (1)

Trusted by teams whose clients open the offer on their phone first

gutta-werke logo
dserve-logo
megaomas logo
aka-baltic logo
alwark logo
profruit-logo
tenesys logo
mprekyba logo
eurohorecana logo
hegvita logo
lematics logo
zereda logo
baltneta logo
tegra logo
medita logo
extreme-delight logo

From design-led studios to distributors whose buyers decide on mobile.

70+
companies quote daily
and send interactive offers in Wantly
39–43%
higher conversion
when the offer is easy to open and sign
~3 wks
to go live
we set up the whole experience for you
The cost of a clunky experience

The experience that should close the deal is a PDF attachment.

You send a flat PDF, or three, with versions, and the client downloads it, squints at it on a phone, and emails back questions. The moment that should feel effortless adds friction instead.

PDFs are clunky to read and compare on a phone
Version chaos: which attachment is the current one?
Questions scatter across long email threads
Signing means printing, scanning, or a separate tool

What a clunky client experience quietly costs you

Slower yes
Friction at every step delays the decision.
Lost in versions
The client approves the wrong or old offer.
Drop-off at signing
Extra steps lose deals at the finish line.
1
Your client · opens

Opens as a link, on any device, no download

Your client gets a personal, secure link and opens the proposal in any browser, on desktop, tablet, or phone. Nothing to download, no account to create, and it always shows the latest version, even if you update it after sending. Decision-makers open on the phone first, and it looks built for it.

Personal secure link; opens in any browser, no download
Always the latest version, even after you send
Built for the phone, where decisions start
client link
2
Your client · reviews

Review the offer and choose what they want

Your client sees visual product cards, photos, clear pricing, and the packages or alternatives you prepared. Where you enable it, they tick the products and options they want from your list, change quantities, and the total updates instantly, so the proposal doubles as an interactive order.

Visual product cards, packages, and alternatives
Tick the products and options they want; total updates live
The proposal doubles as an interactive order (you control what is selectable)
review and choose
3
Your client · asks

Questions and negotiation, right in the proposal

Your client comments, asks questions about a specific line, and can propose a price or state a budget, all inside the proposal. No more long email threads, and you are notified the moment they do, so the context stays in one place.

Comments and questions on the offer, not over email
Client can propose a price or state a budget
You are notified instantly; context stays in one place
ask and negotiate
4
Your client · signs

Approve and sign online, in one click

Your client accepts the offer, confirms the details, and signs the way that fits your needs: a code sent by email or SMS, a hand-drawn signature, a qualified electronic signature, or your own e-signature platform connected via API. Either way, Wantly records the signer, date, version, and confirmed amount, and locks the final total.

Sign by email or SMS code, by hand, or a qualified e-signature
Or connect your own e-signature platform via API
Records signer, date, version, and amount; locks the total
approve and sign
5
Your client · pays

Pay or place the order in the same flow

After approval, your client pays or confirms the order without leaving the proposal. Payment runs through your own payment provider, any provider you use, which we connect for you during setup. The money flows through your processor, never through Wantly, and the final, locked amount can go straight to your ERP as an order.

Pay through your own provider (any provider), connected during setup
Money flows through your processor, never through Wantly
Final amount locked; flows to your ERP as an order
client-pay-order
More catalog capabilities

More about the client experience

Smaller things that make the experience smooth, safe, and unmistakably yours.

Your own branded template
We prepare a unique proposal template built to your brand identity — your logo, colors, and style, not ours.
No account needed
The client never signs up or logs in, just opens the link.
4815
Access code & validity
Optional passcode and an expiry date on each link.
Disable
Disable or archive any time
Kill or retire a link instantly whenever you need to.
LT · EN
In the client's language
The client reads the whole offer in their language.
Pick up where they left off
Come back to the same link any time; nothing is lost.
PDF
XLS
Download a PDF or Excel copy
The client can still save the offer as a PDF or Excel file if they want one.
Expiry reminders
Gentle nudges before a live offer lapses, and you can block expired offers automatically.
Delivery€120
VAT€966
Total€5,566
Clear taxes, delivery & fees
The client sees exactly what is and isn't included.
Integrations

Approval flows to your systems

When a client approves, signs, or pays, the status goes to your CRM and the final order can be pushed to your ERP.

Depth depends on your integration.
HubSpot
Pipedrive
Salesforce
ERP / Rivile
API
And many more

The client acts, your stack updates

Approve, sign, and pay events flow to your CRM and ERP through our open API — the deal stage and the order move on their own.

Status to your CRM on approve & sign
Final order pushed to your ERP
Payment via your own provider
View API docs

Want the seller side? See the proposal editor, tracking and analytics, and e-signature and contracts. Or see everything Wantly does in one place.

Current way vs the Wantly way

From a PDF attachment to an experience that closes

Today (a PDF in an email)
Client downloads a file
Hard to read and compare on mobile
Several versions, easy to confuse
Questions over email, context lost
Print or a separate tool to sign, pay elsewhere
With Wantly
Client opens a link, no download
Looks great on any device
One link, always the latest version
Questions in the proposal, you are notified
Approve, sign, and pay in one flow
Outcomes for the buyer

What grounded AI changes

Close faster

Fewer steps between interest and signature.

Fewer drop-offs

No friction at review, signing, or paying.

A premium impression

The offer feels as good as what you sell.

Objection handling

The honest answers to what you're thinking

Our clients are traditional, they expect a PDF.
They can still get a PDF if they insist, but most prefer a link they open on their phone in seconds, and you can see the moment they open it.
W
Is signing online legally valid?
Wantly records the signer, email, timestamp, document version, and amount. For stronger legal force, the client can use a qualified electronic signature or your own connected e-signature platform. Assess the right method for your document type and jurisdiction.
W
Is the link secure?
Yes. Each proposal is a private link with an optional access code and a validity date, and you can disable or archive it at any time.
W
Proof

Instead of approving offers through long email threads, EuroHorecana clients can review the proposal and approve individual items directly online. That makes decisions clearer and significantly reduces back-and-forth.

Direct

item approvals

Less

back-and-forth
“Clients can review the proposal and immediately mark the items they approve. This significantly shortens the back-and-forth and saves time.”
Every Wantly setup is done for you
1
We build the whole system
2
We connect your payment & e-sign
3
We train your team
4
Your clients just open a link
Live in ~3 weeks.  Your clients just open a link.
Testimonials

What teams say about the client experience

Clients open it on their phone and reply the same day. PDFs never did that.

GH
Greg Hall
Sales Manager, equipment distributor

No more 'which version is current?'. There is one link, always up to date.

AP
Adam Pierce
Head of Sales, wholesaler

They approve and sign in the same place. The finish line got a lot shorter.

NB
Nina Brooks
Commercial Director, manufacturer

FAQs

Answer-first questions about the Wantly client experience. Talk to us →

How does a client receive a Wantly proposal?

What can the client do in the proposal?

Does the client need an account or to download anything?

Can clients sign online?

Can clients pay online?

Does the payment go through Wantly?

Can the client change what they order?

What if a client really wants a PDF?

Is the proposal link secure?

Who is this for?

Show 4 more questions
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