What you can build with Chalkroom.
Trackable Proposals
Send every proposal as an interactive link, not a PDF attachment. Know when it's opened and which sections the prospect read — so you follow up from an informed position.
Digital Deal Rooms
One private link per opportunity — proposal, pricing, case studies and next steps in one navigable experience. Updated live as the deal progresses without sending a new link.
Sales Content Library
A governed library of case studies, one-pagers and sell sheets. Reps always access the current approved version — no more 'which version should I send?' questions.
We understand your world.
No visibility into whether a prospect actually opened the proposal you sent
Reps using outdated or off-brand collateral saved locally months ago
Proposals sent as PDF attachments that lose formatting and get buried in email
No clear record of which version of a proposal a client accepted
Sales managers with no data on which content is driving deals forward
Follow-up calls made blind — no insight into what the prospect actually engaged with
Built for your workflow.
Proposal engagement tracking
Know when the prospect opens your proposal, which sections they spent time on, and whether they forwarded it to a decision-maker.
Digital deal rooms
One link per deal — proposal, pricing, case studies and approval in one navigable experience that updates live without resending.
Governed content library
One approved library of case studies, one-pagers and sell sheets. Every rep, every time — always the current version.
Live-updating proposals
When pricing or scope changes, the link reflects the change instantly. No resending, no version confusion across the team.
Content performance analytics
See which proposals convert and which content pieces close deals — across the whole team, not just individual reps.
Sales manager visibility
A complete view of what every rep is sending, when, and how prospects are engaging — without micromanaging individual activity.
Common questions.
Most sales teams have no visibility into proposal engagement — they send a PDF and wait. Chalkroom gives sales teams three layers of insight:
- Open tracking — know the moment a prospect opens your proposal, including time and device
- Section-level engagement — see which parts of the proposal they spent most time on (pricing, case studies, team credentials)
- Forwarding signals — know whether the proposal was shared with another stakeholder, suggesting internal evaluation is underway
This data tells reps exactly when to follow up and what to focus the conversation on — replacing guesswork with informed timing.
A digital sales room is a private, branded link created for a specific deal — containing everything the buying committee needs to make a decision in one place. An effective deal room includes:
- Proposal and pricing — the commercial terms in a format that's easy to navigate and share internally
- Relevant case studies — two or three specific examples matching the buyer's context and use case
- Product information — capability overviews relevant to the buyer's specific problem
- Next steps — a clear prompt for the acceptance decision, with friction removed
Unlike a PDF sent by email, a deal room is trackable, updatable without resending, and gives the buying committee a single place to return to throughout the evaluation.
Sales reps need governed access to six types of content from a single, always-current source:
- Case studies — specific, credible examples matching the buyer's sector and problem
- One-pagers — concise summaries suitable for forwarding to additional stakeholders
- Proposal templates — structured, on-brand starting points that reps can customise without rebuilding
- Sell sheets — product or feature-specific fact sheets for buyers evaluating specific capabilities
- Presentation decks — for discovery calls, demos and evaluation meetings
- Pricing documents — current pricing in a format that's easy to share and tracks who has seen it
Chalkroom governs all six in one library — accessible at the point of need, always the current version, always trackable when shared.
Most sales managers have no data connecting specific content to deal outcomes. Chalkroom gives sales managers three types of insight:
- Engagement data by content piece — which case studies, one-pagers and proposals generate the most prospect engagement
- Rep-level activity — which team members are actively sharing governed content versus creating their own materials
- Deal correlation — which content pieces appear most frequently in won opportunities across the pipeline
This intelligence is the foundation for evidence-based coaching: understanding what the best reps share, when they share it, and what prospects engage with most.