Stop sending proposals into the void.
Get complete visibility into how prospects engage with your proposals. See exactly when they open, what they read, and when to follow up. Turn proposal tracking into your secret weapon for closing more deals.
Know exactly when prospects engage
See first opens, total views, time spent reading, and a complete timeline of activity. No more wondering if your proposal made it past the spam folder or if they're actually interested.
Discover what content actually matters
Get a breakdown of which sections prospects spend the most time on. Learn what resonates with each stakeholder so you can tailor your follow-up conversations and improve future proposals.
Uncover hidden decision makers
Track every person who views your proposal, including those who were forwarded the document. Identify all the stakeholders in the buying process and know who's really driving the decision.
Follow up at the perfect moment
Get instant notifications when prospects open your proposal, spend significant time reading, or when documents are about to expire. Strike while the iron is hot with perfectly timed follow-ups.
Create urgency that closes deals
Set automatic expiration dates on your proposals to prevent old pricing from being signed and create healthy urgency. Lock documents after signing to maintain legal compliance.
Turn proposals into conversations
Let prospects add inline comments and suggest edits directly in your document. Enable real-time negotiations and collaboration that move deals forward faster.
Legal protection for every deal
Maintain a complete history of who viewed, edited, commented, and signed your documents. Full audit trails protect your business and provide transparency throughout the sales process.
See documentation
“Proposify allows us to create a proposal, submit it, and through the tracking, gauge which pages clients are looking at and how much time they're spending on each page. And not only that, but get notified when customers open our proposal and know what they are looking at in real-time. Before, our customers were viewing a simple PDF. Now, they are viewing an active web page that is able to transmit back the behaviours and metrics of that client or prospect.”
