ProposalDoc
Proposal Software for Creative & Web Agencies

How to know if a client opened your proposal.

When follow-up timing matters, guessing hurts. ProposalDoc helps agencies see proposal opens, timeline activity, and per-viewer signals so you know when a buyer is actually engaged.

01

See proposal opens in a clear timeline

02

Track activity per viewer to spot active stakeholders

03

Use real signals to time follow-ups better

04

Deliver through a branded portal instead of messy email threads

Purpose-built for client service contracts

ProposalDoc organizes milestones, scope checklists, and exclusions into clean layout blocks. Capture approvals cleanly, track viewer interest in early access, and export high-fidelity PDFs whenever you need them.

Standard Scoping GridScope-Safe Delivery

Ready to present scopes that clients understand?

Build branded proposals, define scope parameters, and capture clear client approvals.

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Proposal open tracking FAQ

  1. Can I know if a client opened my proposal?
    Yes. ProposalDoc shows proposal opens in a timeline and surfaces per-viewer activity so you can see when stakeholders are engaging with the proposal.
  2. 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).
  3. How do approvals work?
    Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
  4. Can I export a PDF for my records?
    Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
  5. 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.
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