The Power of Video
When you enable the Loom integration, you can record personalized video presentations directly within your proposal workflow. Your video is automatically embedded in the proposal, displaying prominently when customers view it. This ensures every decision-maker hears your pitch directly from you, even if they weren't present during the initial meeting.
How It Works
Enable Loom Integration
Connect your Loom account to unlock the video recording feature in your proposal workflow.
Preview Your Proposal
When previewing a proposal, you'll see a "Record Video" button that launches the Loom recording interface.
Record Your Message
Record a personalized walkthrough of the proposal, highlighting key points, pricing, and next steps.
Auto-Embed Video
Your video is automatically embedded at the top of the proposal, displaying immediately when customers open it.
Key Features
One-Click Recording
Record video directly from the proposal preview screen with Loom's simple, powerful interface.
Automatic Embedding
Videos are seamlessly embedded at the top of your proposals—no manual uploading or linking required.
Reach All Decision-Makers
Ensure everyone involved sees your full pitch, even if they weren't at the initial meeting.
Complements Written Proposals
Video enhances your traditional proposal content—it doesn't replace it. Customers get both.
Personal Connection
Put a face and voice to your business. Build trust and rapport before the sale even closes.
Customizable Per Proposal
Record unique videos for each proposal, tailoring your message to each customer's specific needs.
Why Customers Love Video Proposals
Relay Your Message Accurately
Often, the person you meet with isn't the only decision-maker. They have to relay all the details to a spouse, business partner, or manager. Video ensures your pitch is delivered accurately every time, without anything getting lost in translation.
Be the Salesperson for All Parties
You can't be in the room when your contact discusses the proposal with others. But with video, you can be. Your video presentation becomes your advocate, presenting your case to everyone involved in the decision.
Build Trust and Credibility
Seeing and hearing a real person builds trust in ways that text alone cannot. Video humanizes your business and demonstrates professionalism, making customers more comfortable moving forward.
Benefits at a Glance
Increase Close Rates
Video proposals convert significantly better than text-only proposals.
Save Time
Record once and reach all decision-makers without multiple meetings.
Stand Out
Differentiate yourself from competitors with professional video presentations.
Clarify Details
Walk through pricing, services, and next steps clearly and confidently.
Build Relationships
Create personal connections that lead to long-term customer loyalty.
Easy to Use
Loom integration makes recording and embedding videos completely effortless.