Know when to follow up without following up blind.
Tracklytics tracks proposal opens, page engagement, revisits, viewer identity, and decision-section activity so sales teams and consultants can follow up when there is a meaningful signal—not only when a calendar reminder fires.
A useful proposal tracker should answer what happened after the document was sent while keeping interpretation honest. Engagement is context for a conversation, not proof of buying intent.
Fact-checked September 25, 2026 · Canadian pricing shown in CAD
Best for
- Proposals created in another tool and exported as PDF.
- Teams that want to prioritize active deals based on recent engagement.
- Consultants who need a signature and engagement history on the same link.
Not the best fit when
- You need proposal authoring, pricing tables, and CPQ inside the same editor.
- Your buyers require documents to remain as ordinary email attachments.
- You want automated outreach without human review.
How it works
A clearer signal after you press send
Upload or connect
Add a PDF or connect supported content, then choose the access and identity settings appropriate for the recipient.
Share a tracked link
Send a recipient-specific link instead of a static attachment so opens, revisits, and page activity can be measured.
Follow up with context
Use page activity, heatmaps, return visits, and engagement signals to prioritize a relevant follow-up.
Decision guide
Signals that improve proposal follow-up
Use this as a shortlist, then verify any competitor details on the linked official sources before buying.
| Decision point | Tracklytics | Responsible interpretation |
|---|---|---|
| First open | Confirms the link was accessed. | Wait for depth or a revisit before treating it as strong intent. |
| Pricing-page activity | Highlights attention on a decision section. | Prepare to answer scope and value questions; do not claim certainty. |
| Return visit | Creates a timely reason to re-engage. | Send a useful update or offer help rather than describing tracking. |
| Forwarded or new viewer | May reveal a multi-stakeholder review. | Ask who else should be included in the conversation. |
| Low completion | Shows where reading stopped. | Improve clarity or shorten the next version; it may also reflect interruption. |
Sources and verification notes
- Tracklytics product overviewCanonical product capabilities, plan boundaries, limitations, and review date.
- Tracklytics pricingCurrent public plan names, limits, and Canadian pricing.
Straight answers
Frequently asked questions
When should I follow up after a proposal is opened?
Use a combination of timing and depth. A revisit, meaningful time, or activity on pricing is usually more informative than a single short open.
Can a normal attached PDF be tracked?
Not reliably after download. The document needs to be viewed through a tracked link or compatible hosted viewer.
Does Tracklytics send the follow-up automatically?
Eligible plans include a follow-up queue and AI-drafted emails, but a person should review the context and wording before sending.
Can I collect a signature on the same link?
Yes, Tracklytics supports electronic signatures within the tracked document workflow.
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