Genuine client opens
Proposa records views from the secure client page and keeps the owner's preview session out of the client-view signal.
Track proposal views and client decisions
Proposal tracking software for freelancers who need the next signal.
Track proposal views on the secure client page and keep owner previews out of the client signal. See messages, acceptance and rejection in the same activity record, then follow up with the context you actually have.
7 days free. No credit card required.
- Client views separated from owner previews
- Questions and replies beside scope and price
- Accept or reject updates the proposal status
The problem
Track proposal views without turning a sent proposal into a blind spot.
A PDF tells you what you sent. It cannot record what happens after the client receives it. Proposa uses the secure client page to record views, messages and decisions on the proposal record.
- 1
See whether the client opened the secure proposal page.
- 2
Read and answer a question beside the relevant proposal.
- 3
See acceptance or rejection update the proposal status.
Features
Track the proposal signals that matter after send
Each signal comes from an action on the client page, so the activity feed gives your next message a factual starting point.
Fresh view signals after edits
When you edit a proposal that was already viewed, Proposa resets its view marker and count so the next client open is a fresh signal.
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 writes the client's response to the proposal and updates its status and dashboard activity.
Activity feed and notifications
See new views, messages and decisions in the dashboard activity feed. Browser and email notifications can surface the event sooner.
A useful follow-up timeline
Review the view count, messages and decision together before choosing when and how to contact the client.
Three steps
How proposal tracking works
There is no tracking pixel to add, and the client uses the secure link without creating an account.
- 01
Publish the proposal
After your review, activate the secure client link and share it with the client.
- 02
The client acts in one place
They read or download the proposal, send a message, accept or reject from the proposal page without creating an account.
- 03
You see the next useful signal
The activity feed and proposal status reflect the action, giving your follow-up a concrete reason and timing.
Follow up with proposal activity, not inbox anxiety
Tracking cannot make the decision for the client. It can show what happened on the proposal page 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 client views
- Questions stay beside scope and price
- The current proposal remains one shared link
- Your follow-up starts from a visible activity 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 record the same client views, messages and decisions.
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.
Does Proposa include proposal analytics?
Yes, as a per-proposal activity record rather than a marketing dashboard. You see client views, messages, and the accept or reject decision for the proposal.
Do my own proposal previews count as client views?
No. Proposa uses the owner session attached to the secure link to keep your own previews out of the client-view signal.
How is this different from email open tracking?
Email open tracking depends on an image loading in an inbox. Proposa records actions on the proposal page itself, where the client reads, messages, accepts or rejects the proposal.
Build the proposal before you track it
See the complete freelancer workflow, learn which proposal metrics are worth watching, or turn activity into a helpful client message.
Proposal software for freelancersCreate, publish and manage the complete proposal in one workspace.Proposal tracking and analytics guideWhich proposal metrics predict a decision, and which ones waste your attention.How to follow up after a proposalUse timing and context without writing another empty check-in.
Know what happened after you pressed send.
Publish one secure proposal link and keep the client response attached to the work.