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
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.
Ready to present scopes that clients understand?
Build branded proposals, define scope parameters, and capture clear client approvals.
No credit card required • Build your first proposal in minutes
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.