Track opens · Professional PDFs · Built for teams
Offerli is a mobile-first workspace for teams who close deals with documents: reusable templates, polished PDFs, secure viewing links, and a notification the moment your prospect opens the page without cluttering threads with attachments.
Your flow
Proposal viewed
Acme Ltd · first open · just now
PDF preview
The gap
Static PDFs and “did you get my email?” are not a system. Neither is a spreadsheet of quotes that half your team never sees. You need one place for proposals, clear tracking, and documents that match what your reps entered on the road.
The approach
Offerli keeps your templates and proposal data together, generates print-ready PDFs for you, and shares tracked viewing links instead of bulky attachments so delivery and follow-up stay tied to the same record your company owns.
Delivered isn’t done. Observed is.
Capabilities
Recipients open a clean, branded viewer. You see when they first opened it, and the right people can get an in-app heads-up so you are not guessing whether the proposal actually landed.
Arrange fields and sections to match how you sell same structure every time your team fills a proposal.
Export-ready documents with your branding ready to share or archive without rebuilding layouts elsewhere.
Leaders see the full picture; contributors work inside the access you define so nothing important is siloed or accidentally shared.
The same flows your reps use on the road tuned for touch, readable on small screens, and ready when you are between meetings.
Security & privacy
Your proposals belong to your organization. We design the product so each company’s information stays separated, connections are protected in transit, and service messages are limited to what you need to run Offerli not unrelated marketing noise.
Details in our Privacy Policy.
Accountability
Clear terms for using the app, including content you upload and responsible use when emailing clients.
Transparency
We describe what we collect and why in plain language so you can list the same URLs in App Store Connect and Play Console with confidence.
Install Offerli on iOS or Android the same experience your field team uses to stay aligned with leadership.