Analytics

Know Exactly When to Follow Up

  • ·Real-time open notifications the moment a client views your proposal
  • ·Section-level engagement to see what resonates most
  • ·Time spent per page so you know what captures attention
  • ·Share chain visibility to track who forwarded to whom

Free 14-day trial · No credit card required

Proposal analytics dashboard

Stop Guessing. Start Knowing.

Live Tracking

See opens the moment they happen.

Get notified instantly when a client opens your proposal. See their device, pages viewed, and time spent in real time.

Proposal Analytics
Meridian Tech Sales Kickoff Opened 2m ago
RM

Rachel Morrison

Event Planner

Pages viewed: 4/7 Time spent: 3:42
Section Engagement
Venue Photos94%
Floor Plans87%
Pricing72%
Terms23%
Section Heatmap

See which sections close deals.

Understand exactly what clients focus on. Double down on what works, fix what gets skipped.

Share Chain

Track every forward in the chain.

See exactly who your proposal was shared with, when they viewed it, and how it moved through the decision-making team.

Share Chain
SC

Sarah Chen (EA)

Viewed Mon 9:14am

MR

Michael Ross (VP Events)

Viewed Mon 2:31pm

LW

Lisa Wang (CFO)

Viewed Tue 8:02am

Common Questions

Do clients know they're being tracked? +

Analytics are invisible to the viewer. There are no popups, banners, or consent prompts. Clients simply open and browse your proposal as normal.

How quickly do I get notified? +

Instantly. You receive a notification within seconds of a client opening your proposal. Email and in-app alerts are both supported.

Can I see analytics for shared links? +

Yes. Every unique viewer in the share chain is tracked separately. You can see who forwarded the proposal, who received it, and how each person engaged with the content.

What devices are supported? +

Analytics work on every device and browser. Desktop, tablet, and mobile views are all tracked with device type identification.

Never miss the perfect follow-up moment

Know exactly when clients engage with your proposals and close deals faster.

Free 14-day trial · No credit card · Cancel anytime