Track proposal opens, time on each page, and return visits. Use the activity to choose a follow-up, then request a signature on the same link.
By the Docshark team··8 min read
Attention heatmap
Where readers actually spend their time, page by page.
Avg page dwell
42s
Engaged sessions
9
Cover
48s
Scope
31s
Pricing
1m 12s
Terms
18s
Less timeMore timeHover a page
Four pages, one document
Page activity fills them in
Pricing runs hot
Hover it for the numbers
You sent the proposal. They said they would review it. A week later you still do not know when they opened it, how much time they spent on pricing, or whether they returned. This guide shows how to send a proposal as a tracked link, review page activity, and request a signature on the same link.
01Why attaching proposals fails sales teams
An attachment gives you a sent timestamp. It does not tell you if procurement forwarded it, if legal stalled on section four, or if pricing never got opened. You send a chase email. They say they are still reviewing. You have no data to calibrate the next move.
02What proposal tracking should show you
Signal
What it means for your deal
Time on executive summary
See when the page opened and how much time the session spent there.
Return visits to pricing
A return to pricing gives you context for a relevant follow-up.
Multiple viewers on one link
The link opened in more than one viewer session. Review link settings when needed.
Fast skim, no return
A short session is one data point. Check it alongside the conversation before following up.
Time on executive summary
What it means for your deal
See when the page opened and how much time the session spent there.
Return visits to pricing
What it means for your deal
A return to pricing gives you context for a relevant follow-up.
Multiple viewers on one link
What it means for your deal
The link opened in more than one viewer session. Review link settings when needed.
Fast skim, no return
What it means for your deal
A short session is one data point. Check it alongside the conversation before following up.
Asim Ahmed
2 sessions
Mon 09:12
2m 49s
Pages viewed · All 4 pages
Cover48s
Scope31s
Pricing1m 12s
Terms18s
Two days later
He came back for the price.
The first read, all four pages
Two days of quiet
He opens it again
Straight to pricing
Live demoPage-level time shows which proposal sections held attention.
03Send the proposal as a link, not an attachment
Upload the proposal once. Share a branded link with password or email gate if needed.
Review opens, time on each page, and return visits in the dashboard.
Revoke or update the link if terms change. The URL can stay the same while the file updates.
When you are ready to continue, request a signature on the same link so page activity and signature stay together.
04When to follow up (and when to rewrite)
Page time and return visits give you context for the next step. Review them alongside what the buyer has told you before following up or revising the proposal.
05Questions people ask
Can I see which pages of my proposal were read?
A tracked link records when the proposal opens, time spent on each page, and return visits.
Should I still attach a PDF for convenience?
Share a tracked link when you want page activity and link controls. Viewers can open it in a browser without an account.
Can I get a proposal signed after I see they read it?
Yes. Request a signature on the same envelope after sharing the tracked proposal link. Page activity and signature events stay together.
Is proposal tracking only for large sales teams?
No. Freelancers, agencies, founders, and sales teams can use page activity to plan follow-ups on proposals they send.
