Proposal Tracking Software
Proposal Tracking Software for Modern Sales Teams
Stop guessing. Know when prospects open your proposals, what they read, and how to follow up. Proposal tracking software with section-level heatmaps helps sales teams spot real intent and prioritize the right deals.
Is your proposal stuck in the "Black Hole"?
You hit send. Then... silence. The uncertainty kills deal momentum. Without tracking, you are flying blind.
Did they open it?
You wonder, "did client open my proposal document?" Without alerts, you don't know if they missed your email or just aren't interested.
What did they read?
Did they read the value proposition or skip straight to the price? Without proposal analytics, you can't tailor your follow-up.
Is it being circulated?
Proposals get forwarded. But are they discussing it? Without view count tracking, you miss the hidden signals that your proposal is being shared internally.
Turn "Sent" into "Sold" with Proposal Tracking
DocBeacon proposal tracking software gives you the insights to follow up at the right time, with the right message.
Real-time Open Alerts
Stop refreshing your inbox. Get notified instantly when your proposal is opened. Call them while your company is top-of-mind.
Heatmaps & Granular Attention
Don't just track pages — track attention. Heatmaps show which sections and pricing tiers got real attention, so you know what to lead with in your next call.
AI Engagement Score
DocBeacon AI aggregates reading behavior into an Engagement Score so you can quickly rank deals by real interest and prioritize follow-ups.
Spot Buying Signals
See how many times your proposal was opened. A spike in views often means your contact is forwarding it internally - a clear signal to follow up.
Learn more: link tracking
Follow-up Playbook for Sales Teams
Use these plays with the tools you already use—just replace static attachments with trackable DocBeacon proposal links.
Time your outreach
Check recent view events in Activities to reach out within minutes of a session. Timing follow-ups to recency increases response.
- Call within 5-15 minutes of a fresh view
- Use “Saw your pricing section” as opener if relevant
- Schedule demos when repeated views occur in short windows
Tailor the message
Reference sections with long dwell time or heatmap hotspots (e.g., pricing). Anchor conversations to what they actually read.
- Lead with pages showing longest dwell time
- Address drop-off areas with clarifying answers
- Offer case studies if attention clusters on ROI content
Spot internal circulation
Repeated opens and view spikes often indicate internal sharing. Treat this as buying signal and advance the conversation.
- Ask if finance or legal needs a tailored summary
- Provide a one-pager for executive review when views spike
- Propose next steps when multiple views happen in 24-48h
Prioritize by Engagement Score
Focus on prospects with higher Engagement Scores first.
- Sort by score to prioritize callbacks
- Treat low scores as nurture tracks with educational content
- Use recent high scores to schedule decision-maker calls
See how top-performing sales teams track proposals and share securely—practical playbooks and real examples.
Prefer a practitioner's take? See a senior product manager's review:
The Best Proposal Tracking Software 2025
Frequently Asked Questions
What is proposal tracking software?
Proposal tracking software gives sales teams visibility into what happens after they hit send. Instead of a static attachment black hole, you get a trackable proposal link. You see when prospects open it, how much time they spend on each page, and intent signals from repeat views (proposal analytics). Repeated opens often indicate internal sharing, without identifying exactly who it was forwarded to.
How can I check if my proposal was opened?
Create a per-recipient proposal link tied to a contact, then open the Activities timeline to see view events with timestamps and counts. Instead of waiting for email alerts, check recent activity to time your follow-up based on actual viewing behavior.
What insights does proposal viewer tracking provide?
Beyond just "opened", you see engagement. Did they spend 5 minutes on the pricing page? Did they skip the case studies? Did they open the proposal repeatedly? High view counts often indicate internal sharing and strong intent. This intelligence helps you frame your next conversation.
Why is my proposal unread or client not responding?
If your proposal is unread, it might be buried or they aren't interested yet. If it was opened but closed in 10 seconds, your pricing or value prop might be off. Tracking turns 'client not responding' from a mystery into a signal, so you can diagnose what is happening and choose the right next play.
Does DocBeacon handle proposal editing or e-signature?
DocBeacon focuses on proposal tracking, engagement insights, and secure viewing, not on editing or e-signature workflows. Keep using your existing tools to create and sign, and use DocBeacon links to share, protect, and track proposals after you send them.
Ready to stop guessing?
Join sales teams who use DocBeacon to track proposals, understand buyer intent, and close deals faster.