Proposal follow-up after a view: use signals, not guesswork.
Seeing a proposal view is useful only if your next step is clear. ProposalDoc helps agencies use timeline + per-viewer signals to follow up with better timing and move conversations toward approval.
See first opens and repeat views in one timeline
Spot which stakeholders are active before you follow up
Use engagement signals to time outreach better
Keep the deal moving toward approval and SOW
Real-Time Proposal Tracking & Engagement Signals
1. Instant First-Open Alerts
Get notified immediately when a client opens your proposal link, allowing you to reach out while your pitch is fresh.
2. Stakeholder Forward Tracking
See when your proposal is forwarded across internal buyers, identifying decision-makers before sales syncs.
3. Re-Open Frequency Signals
Spot high-intent buyers who return to your pricing and scope sections multiple times before making a decision.
4. Per-Viewer Timeline Feed
Inspect an activity log tracking timestamps, unique viewers, and session frequency per proposal.
Ready to turn your proposal into a reusable system?
Get your existing proposal converted into a branded template, structure clear SOW scopes, and send your next proposal in under an hour.
Or, create a free workspace to build one yourself.
Start with a scope-safe template • Convert your SOW in 24 hours
Proposal follow-up FAQ
- When should I follow up after a proposal is viewed?The best time is when you have context, not just a generic reminder cadence. ProposalDoc helps you use opens, repeat views, and per-viewer activity to follow up with better timing.
- Do clients need an account to view?No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
- How do approvals work?Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
- Can I export a PDF for my records?Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
- Will this replace my CRM or project tool?No. ProposalDoc is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.