CEDX Proposals · Sales & CRM
A proposal here is a room, not an attachment. You see who entered, their role, what they opened and how long they dwelled — and the mutual action plan tells both sides what happens next.
In the demo room, the CFO replayed the ROI model at 10:47pm and procurement opened the case study. That is not analytics trivia; it is who to call, about what, tomorrow morning.
Runs on demo data. The Helix Proposal Studio in the chrome is the demo workspace, not a customer.
What it is
The deal room's activity feed names the role behind every event: procurement opened the case study, the IT director downloaded the PDF, the CFO replayed the ROI model, the VP of operations opened pricing — and someone shared the room with a colleague. Multi-threading stops being a guess.
Seven steps with owners and due dates — security questionnaire, ROI review, reference call, legal redlines, pricing tier, sponsor sign-off, e-sign packet. Buyer-owned steps are labelled Buyer; the one overdue step feeds the stall score automatically.
Twelve packs with uses, wins, win rate and average value: a pilot pack at 40.9% across 43 uses, a partner co-sell pack at 71.4% across 11, a strategic suite at 21.7% across 48. Which template ships is an evidence decision, not a habit.
Product tour
Not a mockup and not a concept deck. This is what opens at /app/proposals.
01 — Pulse
$27.1M open across 167 open proposals. The alerts are specific: 117 documents past the 21-day decision SLA worth $19.8M, 19 never opened at all worth $2.29M, and two terms blocks converting at 27.4% and 11.1% where the library average holds.
02 — Deal room
Room value $409K, engagement 99, status Engaged. The chat runs buyer to seller in the room — a pricing-tier question answered in 3 minutes — and the decision clock ties the overdue MAP item to the stall board.
03 — Sections
2,310 sections across 12 library types, 1,684 of them buyer-opened, averaging 2.8 minutes of dwell. Sort by dwell and the services rate card at 9.1 minutes sits above everything — pricing holds attention; that is the point of measuring it.
04 — Templates
Uses, wins, win rate and average value per template, with status: active, draft, archived. A draft module-expansion pack at 16.7% stays draft until its sample says otherwise.
Who runs it
Roles, not references. We have no named customers yet, so nobody in these photographs is quoted, credited or claimed as one.
Reads the activity feed before every touch. The CFO replaying the ROI model at night is tomorrow's first call, and the room already wrote the agenda.
engagement · 99
Owns the library: 2,310 sections, 12 templates, and the dwell numbers that say which blocks earn their place in the pack.
dwell · 2.8mWatches days-to-decision against the 21-day SLA. The $19.8M of stale open value is a coaching list, not a surprise at quarter end.
stale · $19.8MThe shape of it
Every figure below is legible in the captures above. Nothing here is a projection of your estate — it is the state of the demo data.
How it runs
Start from the template whose win rate earns it, then pull blocks by dwell — the rate card and the ROI model lead for a reason.
The mutual action plan assigns buyer and seller steps with dates. An overdue buyer step is a stall signal with a name on it, not a vague chill.
Role-stamped events and block dwell say who is engaged and on what. The chat answers pricing questions inside the room, in minutes.
The decision clock runs against the 21-day SLA; past it, the proposal joins the stale list with its dollar value attached.
One record
A proposal is the buyer-facing surface of the same record the rest of the estate works from.
The pricing block in the room is the quote's numbers — bands, floors and net — not a retyped table.
CEDX SignThe plan's final step, order form plus e-sign packet, is an envelope with its own stall score and audit trail.
CEDX CRMRoom engagement is deal activity: a CFO replaying the ROI model is why the deal is not idle.
CEDX ConversationsThe room chat and the thread record are two views of the same buyer dialogue.
Limits
Finding this out on the third call is worse for you than reading it here, and worse for us.
Start
Open it right now
Your library, your rooms
Proposals with the rest of it
Questions
Yes. Every screenshot is a capture of the running build at /app/proposals, on demo data. The demo workspace is named in the chrome.
A digital sales room: the content blocks, the mutual action plan with their steps marked Buyer, and a chat that reaches the seller directly. The buyer-view label is on the demo capture itself.
Events inside the room: entry, opens per block, dwell time, downloads, replays, shares and chat. The demo feed shows each with role and timestamp — procurement opened the case study, the CFO replayed the ROI model.
Overdue mutual-action-plan items feed it automatically — the room card shows 0/7 progress with one overdue step, and the decision clock ties that to the stall board. Silence has a mechanism now, not just a feeling.
No certification has been issued. What we can evidence about hosting, encryption, tenant isolation and production access is written up on the security page.
Live build, demo data, no card. Then ask what your last proposal's open rate was — and who knew.