Know the moment they read pricing twice.
View Tracker shows you what happens after you press send. See each open, the time spent on every page and every new reader the proposal is forwarded to. Reps get an alert with a suggested next step, while the deal is still warm.
Time per page
- Cover0.3m
- About us0.5m
- Your goals1.9m
- Scope3.4m
- Timeline1.1m
- Case study2.6m
- Pricing6.2m
- Terms1.4m
Readers
- PrincipalOpened 9:14 am, 17 min
- Forwarded to bursar10:02 am
- BursarOpened 10:40 am, 8 min, pricing twice
How it works
Four steps, one afternoon.
Send one link
Every proposal goes out as a secure link, with a privacy notice for the reader.
Watch the reads
See opens, devices and time spent on each page, reader by reader.
Spot new readers
When the link is forwarded, the new reader shows up as a new stakeholder.
Act at the right time
Get an alert with a suggested next step, such as calling the MD now.
Inside View Tracker
The details that save the afternoon.
Time per page
See whether they skimmed the cover or spent six minutes on pricing.
Forward detection
New readers show up as new contacts, so you know when finance joins the deal.
Smart alerts
Alerts by email, Slack or in the CRM, only for the reads that matter.
Suggested next steps
Based on what was read, such as offering a phased payment when pricing is re-read.
Engagement in the CRM
Read activity lands on the CRM deal timeline for managers and forecasting.
Link controls
Set expiry dates, require an email to open or switch off downloads.
Responsible by design
Tracking that respects the reader
Proposal link only
Tracking measures opens and time per page on the proposal link only. It does not follow readers anywhere else on the web.
Readers are told
Every proposal link shows a short privacy notice explaining that reading activity is shared with the sender.
No hidden profiles
We do not build profiles of readers across companies or sell reading data to anyone.
Encrypted and yours
Reading data is encrypted, kept with the deal and deleted when you delete the proposal.
Will clients know the proposal is tracked?
Yes. Each link carries a short privacy notice. Honest tracking builds trust, and in our experience it does not reduce reads.
Does it work on PDFs?
Tracking works on the live link. Downloaded PDFs cannot report reads, so you can switch off downloads if tracking matters for a deal.
Can I see reads on my phone?
Yes. Alerts arrive by email and Slack, and the read timeline is on the deal in your CRM app.
Golden hour, deal signed
Your next proposal could be signed by sunset.
Proposal
For: your sales team
Valid until you send your fifth proposal
Accepted on behalf of your team
Want to see it on your own deal first? Contact us
