Proposal tracking that tells you who opened — and when to follow up.
ProposalDoc is proposal software with tracking built for agencies. Create a polished proposal fast, send it in a branded portal, and use timeline + per-viewer signals to follow up with timing instead of guesswork.
See opens and engagement in a clear timeline
Per-viewer tracking so you know which stakeholder is active
Branded portal delivery with access controls
Move accepted proposals into a clean SOW handoff
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 tracking FAQ
- What does proposal tracking mean?It means you can see when a client opens your proposal, view activity in a timeline, and track engagement per viewer so you can follow up with context.
- 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.