For Sales Teams
Sales deliverables that help close deals
Create proposals, one-pagers, sales sheets, and follow-up materials that feel polished and stay current. Personalize fast, share as live links, and track engagement before your next call.
Trusted by 398,095+ consultants, agencies, and teams. No credit card required.
01
Personalize fast
Start from proven sales templates. Swap in account-specific details, pricing, and proof points in minutes.
02
Share one live link
No file attachments. One link your prospect opens on any device, anytime.
03
Track engagement
See what was opened, what got attention, and when to follow up. Close with context.
04
Reuse what works
Save your best structures as reusable templates. Your top performers share what closes.
Personalize sales deliverables in minutes, not hours.
Start from your team’s proven templates. Swap in account-specific details, pricing, proof points, and next steps. Every deliverable starts polished and on-brand. Clone and adapt for the next account without starting over.
- 200+ sales templates for proposals, one-pagers, and more
- Brand kit keeps your materials professional and consistent
- Clone your best proposal for the next account in seconds
- AI drafts a structured first version; your team personalizes and sends
Track what your prospects actually open.
Every sales deliverable lives at a permanent URL. Share once. Know exactly when it was opened, what sections got attention, and when to follow up. Xtensio turns static attachments into a working part of your deal cycle.
- Engagement analytics: see opens, time spent, and page views
- Branded live pages that feel polished and professional
- Password-protect sensitive proposals and pricing
- Present any deliverable as a full-screen slideshow
Every deal and account, organized and ready to move.
One Xtensio workspace per account holds every deliverable from first outreach to close. When a deal closes, archive it cleanly. When a new one opens, duplicate the structure and adapt for the new prospect.
- Organize every deal and account in one workspace
- Clone workspace structures for new accounts in seconds
- Whole team uses the same proven templates and structures
- Track engagement across every deliverable in the deal cycle
Why sales teams lose momentum with static file attachments
You send a proposal as a PDF. The prospect forwards it to someone who never got context. A week later the pricing is wrong and you have to resend. Xtensio deliverables live at a permanent URL. Update once, and every version of that link stays current.
No stale proposals
Update the live link after the call. Prospects always see current pricing and terms.
No version confusion
One proposal URL per deal. No “which PDF did I send?” questions.
No cold follow-ups
See when the prospect opened it. Follow up when they are engaged.
What sales teams build with Xtensio
From first outreach to closed deal: every material your prospects and clients need.
Start with a sales-ready template
Professionally designed, editable in minutes.
Join sales teams using Xtensio to close more deals with better materials.
398,095 users and counting…
Frequently asked questions
Can I personalize proposals and sales collateral per account?
Yes. Start from your team’s best templates and swap in account-specific details, pricing, and proof points. Every deliverable can be cloned and adapted in minutes, so personalization no longer slows you down.
Does Xtensio show me when a prospect opens a sales deliverable?
Yes. Xtensio’s engagement analytics show you exactly when a live link was opened, how long the prospect spent on it, and which sections got the most attention. Use that data to time your follow-up.
How does Xtensio compare to Proposify or PandaDoc for sales proposals?
Proposify and PandaDoc focus on proposal automation and e-signatures. Xtensio is built for the full range of sales deliverables: proposals, one-pagers, battlecards, account plans, and follow-up materials, all organized by account and kept current with live links.
Can I manage sales materials for my whole team from one workspace?
Yes. Team workspaces let everyone access shared templates, company-approved structures, and account-specific deliverables. Top performers can share what works, and new reps can start from proven formats.
What types of sales deliverables work best in Xtensio?
Proposals, one-pagers, sell sheets, account plans, competitive battlecards, meeting agendas, case studies, and follow-up materials. If you currently email it as a PDF, it will work better in Xtensio where you can track opens and update without resending.
Explore how Xtensio works: Workspaces | Live Links | Engagement Analytics
Explore the full product overview to see how Xtensio works for your team. Learn how it works in 6 simple steps. Keep every deliverable on-brand with brand controls, and publish under your own URL with custom domains.
From first draft to closed deal.
Professional sales materials that are ready to send and stay current as the deal evolves.
*No credit card required.
Jerome Katz
Professor of Entrepreneurship @
Jake Peters
CEO @
Robin Bramman
Founder and Chief Brand Mixologist @
Olakunle Oladehin
Executive Director @
Aaron Friedland
Executive Director @
The Walking School Bus
Robin Eyre
Owner @
Adam Sher
CEO @
Stephen Paterson
Chief Product Officer @
Related guides: Learn how to share business documents with clients professionally and how to eliminate document version chaos. See how a deliverables workspace replaces scattered email attachments.
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