Open/view tracking & analytics

Open and view tracking tells you what happens after you send a proposal. You can see when the recipient opened it, how many times, how long they spent on each section and whether the link was forwarded to someone else. Better Proposals, Proposify, Qwilr and others offer this kind of reporting, and some send a notification the moment a proposal is opened.

Without tracking, a sent proposal disappears into silence and you do not know whether to follow up. Knowing that a prospect read the pricing page twice this morning tells you when to call and what to talk about. It matters for sales teams that send many proposals and want to time their follow-ups. It also helps explain why deals stall. If you send only a few proposals a year to clients you already know well, it is a nice extra rather than a necessity.

• Ask which events are tracked, such as opens, time per section, downloads and forwarding.
• Test whether you get a real-time notification and how easily you can turn it off.
• Check whether tracking works when the recipient views the proposal as a PDF.
• Ask how the tool handles privacy notices for people who view tracked documents.