Know the exact momentyour proposal is opened
Send your proposal as a shareable link and see the view count tick up the moment your client actually opens it — so you know when to follow up.
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up to 100 MB on the free plan
Free: 20 links, up to 100 MB, never expire · Pro: unlimited, permanent links
Send a tracked proposal in 3 steps
- 1
Turn your proposal PDF into a link
Drag the finished PDF onto the upload box and you get a clean, shareable link — with a custom name like acme-website-proposal — in a couple of seconds. No 8 MB attachment to get bounced by a corporate mail filter, and nothing for your client to download before they can read it.
- 2
Send the link in your normal follow-up email
Paste it into the email or message you were going to send anyway — 'Here's the proposal we discussed.' The client clicks and reads it in their browser on any device. No login wall, no app, no 'this file can't be previewed' dead end that makes them give up.
- 3
Watch for the first open, then time your nudge
Your dashboard shows the view count rise the moment they read it. Opened within an hour and never again? They skimmed — give it a day, then check in. Opened three times across two days? It's circulating internally. That's your cue to call while you're top of mind, not two weeks later when the budget's gone.
The signal an attachment can never give you
A PDF stapled to an email is a black box. It leaves your outbox and you have no idea whether it landed in a spam folder, got opened at 11pm, or was forwarded to the person who actually signs. A tracked link closes that gap. The moment a client opens your proposal, the view counter moves — so 'did they even see it?' stops being the anxious question that makes you send an awkward 'just bumping this' email a day too soon. You follow up because you saw activity, not because a calendar reminder fired.
How to time the follow-up from what you see
Timing is the whole game, and views make it readable. A proposal opened within minutes of you sending it and never again usually means a quick skim — wait a day, then reference something specific from the doc so it feels human, not automated. Silence for three days is its own signal: the link never opened means it's buried, so resend with a sharper subject line rather than assuming you were rejected. A second or third open days later, especially in business hours, means it's back on someone's screen — that's the moment to call, not email.
Reading multi-viewer buying signals
On Pro, the analytics get specific: devices, countries, and download counts per link. For proposals, the pattern that matters most is more than one viewer. Your solo contact opens it, then you see a second device or a different country hit the same link — that almost always means your proposal is being circulated to a partner, a finance lead, or the person who approves spend. That is a strong buying signal, and it changes your follow-up. Instead of chasing your original contact, you can ask 'happy to walk your team through the scope on a quick call' — because you already know a team is looking.
Frequently
asked
questions
Send the proposal as a link instead of an attachment. Every time the client opens it, the view count on your dashboard goes up. On Pro you also see which devices and countries the views came from.
There's no banner or 'you are being tracked' notice on their side — they just see your proposal in a clean browser viewer. The view counting happens on our servers when the page loads, so it's invisible to the reader.
No, and we're honest about that. View tracking tells you the proposal was opened and how many times, plus device and country on Pro. It doesn't capture the reader's name or email — it counts opens, it doesn't identify people.
Repeat views are your best signal. One quick open usually means a skim. Several opens over a few days, especially from a second device or country, suggests it's being shared internally with a decision-maker — a good time to call.
Yes. Replace the PDF from your dashboard and the same link immediately serves the new version — the email you already sent keeps pointing at the corrected document. A wrong price becomes a 30-second fix, not an awkward re-send.
Your link is 10 seconds away
Upload a file and share one clean, trackable link — free, no sign-up to start.