Live activity feed showing first opens and repeat views
Per-viewer tracking to locate engaged stakeholders
Follow up with client-context timing instead of random check-ins
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.
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Proposal Tracking FAQ
- How does open tracking work?When clients open their secure portal link, ProposalDoc registers the view activity and lists it in your dashboard timeline.
- Can I disable tracking if needed?Yes. You have full control over document sharing options in your workspace settings.
- 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.