Solution
Sales & Customer Success
Capture prospect data through templates, preview the merged document, and finalize a locked PDF that can’t be edited by the customer—perfect for regulated deals.
Deliver deterministic proposals.
Highlights
- Publish proposal templates with placeholder-rich fields.
- Preview HTML mirrors the eventual PDF for transparency.
- Finalization jumps straight to PDF with hashed downloads.
- Webhooks signal CRM systems when documents are ready.
Impact
Docs per month
10K+
Preview accuracy
100%
Multi-tenant ready
Yes
Testimonials
“Infikraft provides predictable previews so legal teams never lose control of clauses.”
Maya Patel
Legal Ops · Vertex Health
“We link partner ecosystems directly into the template catalog and keep workflows in sync.”
Leo Burns
Marketplace Leader · Orbit Partners
FAQs
Can I customize the solution detail page?
Yes—each solution slug returns metadata that you can extend with testimonials, stats, and focused teams as needed.
Do all solutions share the same APIs?
Yes—the preview/finalize APIs cover every solution; the difference is the templates and schema the solution exposes.
How do you keep partner workflows in sync?
Use webhooks and document history APIs—they emit notifications on preview/finalize and record attempts.
Are CTA links customizable?
Of course—the calls-to-action in each solution detail can point to docs, dashboards, support, or any endpoint you prefer.
Focused teams
Ready to apply Sales & Customer Success?
Plug the solution into your Infikraft APIs, enforce schema-bound fields, and finalize deterministic PDFs with audit-ready hashes.