Genuine client opens
Proposa records views from the secure client page and keeps owner previews from becoming false client signals.
Client proposal tracking
Proposal tracking software that replaces guesswork with context.
See genuine client opens, messages, acceptance and rejection in one activity timeline. Follow up because something happened, not because another silent week passed.
7 days free. No credit card required.
- Real client views, separated from owner previews
- Questions and replies beside the proposal
- Acceptance and rejection recorded in real time
The problem
A sent proposal should not become a blind spot.
A PDF tells you what you sent. It does not tell you whether the client opened it, has a question or already made a decision. Proposa turns the secure client page into a useful, readable activity record.
- 1
Know whether the current proposal version was opened.
- 2
Read and answer client questions in the right context.
- 3
See decisions update the proposal status immediately.
Features
The proposal signals that matter after send
Tracking is tied to meaningful client actions, so the activity feed helps you choose the next step.
Version-aware activity
When a viewed proposal changes, the next client open belongs to the updated version rather than an old attachment.
Questions in context
The client can message from the proposal page, so the conversation stays beside scope, price and timing.
Recorded decisions
Acceptance or rejection updates the proposal record and the dashboard as soon as the client acts.
Real-time notifications
See new activity in the dashboard and use browser notifications when you want an immediate signal.
A useful follow-up timeline
Review opens, messages and decisions together before choosing when and how to contact the client.
Three steps
How proposal tracking works
There is no tracking pixel to add and no client account to configure.
- 01
Publish the proposal
After your review, publish a secure link for the current version and share it with the client.
- 02
The client acts in one place
They read, download, ask, accept or reject from the proposal page without creating an account.
- 03
You see the next useful signal
The activity feed and status reflect the action, giving your follow-up a concrete reason and timing.
Follow up with evidence, not inbox anxiety
Tracking cannot make the decision for the client. It can show you what happened so your next message is better timed.
Without proposal tracking
- You do not know whether the file was opened
- A question lands in a separate email thread
- The latest attachment may not be the one reviewed
- Every follow-up begins with a vague check-in
With Proposa tracking
- The secure page records genuine client activity
- Questions stay beside the proposal
- The client always sees the current version
- Your follow-up starts from a visible event
FAQ
Questions about proposal tracking
What does Proposa track on a proposal?
Proposa records genuine client opens on the secure proposal page, client messages, acceptance and rejection. Those events appear in the proposal activity and update its status where relevant.
Does proposal tracking work on an attached PDF?
The live activity comes from the secure Proposa page. A downloaded PDF remains useful for reference, but a static attachment cannot provide the same client actions and version-aware timeline.
Does the client need an account to be tracked?
No. The client uses the secure link without registration. Proposa can still record activity on that client page and separate it from your own preview behavior.
Can proposal tracking tell me when to follow up?
It gives you the context to make that choice. An open, a new question or repeated activity can justify a different follow-up than complete silence, while you remain responsible for the message and timing.
Build the proposal before you track it
See the complete freelancer workflow or use the follow-up guide to turn activity into a helpful client message.
Know what happened after you pressed send.
Publish one secure proposal link and keep the client response attached to the work.