--- title: Proposal Tracking: Know When a Client Opens Your Proposal (2026) | HelpRange url: https://www.helprange.com/proposal-tracking --- Proposal tracking # Know the moment a client opens your proposal Send your proposal as a link instead of an attachment. You get an alert when the client opens it and see which pages they read, for how long, and who else at their company joined in – so you call at the right moment, about the right page. Your whole team, one price – no per-user fees, no proposal limits. [Start free trial](https://www.helprange.com/#signUpSection) [Live demo](https://www.helprange.com/demo) [See pricing](https://www.helprange.com/pricing) ### Sent in 30 seconds Upload the proposal and its link is ready to paste into your e-mail. No setup, no templates to rebuild, no sales call. ### One link for the whole offer Put the proposal, price list, deck and contract in one folder and send the folder link: the client opens every file from one page, and you see which ones they read. ### Easy to read on a phone The proposal opens in the browser on any phone, tablet or computer – nothing to install. Clients who prefer an app can use HelpRange for iPhone, iPad and Android. ### A link, not a heavy attachment A short link instead of a 10 MB PDF keeps your e-mail light, so it is less likely to hit size limits or spam filters. ### Every open, logged in your CRM Send every open to Make, n8n or your own system with signed webhooks or the REST API – a Zapier app is in private beta. Slack alerts work on every plan. ### Personal for every client Ask for the client’s e-mail before the proposal opens, put that e-mail on every page of your price list, and on Unlimited show your own logo on your own domain. ## What you see after you hit send ![Who opened it, when and on which device](/static/images/ui/features/analytics-visitors.png) ### Who opened it, when and on which device Every visit with the viewer’s e-mail, country, device and the link it came from. A new e-mail from the client’s company means your proposal was passed to a colleague. ![Time on every page](/static/images/ui/features/analytics-time-per-page.png) ### Time on every page Four minutes on pricing and ten seconds on the case studies tells you what the call should be about. Open a single visit to see its own pages – a client who comes back straight to the pricing page shows up there. ![Heatmaps and visit replay](/static/images/ui/features/analytics-heatmap.png) ### Heatmaps and visit replay The heatmap shows where readers looked on each page; the replay plays a visit back – scrolling and page turns as the client saw them. ![An e-mail gate before the document](/static/images/ui/features/lead-magnet-landing.png) ### An e-mail gate before the document Ask for e-mail, name and company before a price list or brochure opens. Every reader becomes a contact you can follow up with. ## Alerts, protection and teamwork ### Instant notifications An e-mail when your proposal is opened (grouped, so a busy afternoon does not flood your inbox), and a Slack message or webhook event on every open. ### See forwarding – or stop it A forwarded link shows up as a new viewer, and an alert flags a link opened from many places. Require a confirmed e-mail and a forwarded link alone will not open. ### Price lists that stay yours The viewer’s e-mail as a watermark on every page, download and print off, an expiry date or a view limit – and switch the link off when the offer ends. ### Fix it after sending Change a price or a typo, upload the new version, and the same link shows it – no “please use version 2” e-mail. ### Built for the whole sales team Invite every salesperson to one team and share folders, so everyone sees who opened which offer. Pro is $39 a month for the team, however many people you add. ## Per-user proposal tools vs one team price (prices read 8 November 2026) | Tool | Billed per | List price, billed monthly | Team of 5, a month, billed yearly | Limits and notes | |---|---|---|---|---| | Sellizer Team | User | $35 per user | $140 ($28 per user) | 400 proposals and 400 SMS a month; heatmaps, session recording and SMS alerts listed (sellizer.com/pricing) | | Sellizer Solo | User | $22 | One user only ($17.60 billed yearly) | 100 proposals and 100 SMS a month | | DocSend Standard | User | $65 per user | $225 ($45 per user) | Tracked links and analytics; prices as read 7 November 2026 (docsend.com/pricing) | | PandaDoc Business | Seat | $49 per seat | $245 | Proposal editor and e-signature; recipient analytics from Business up (pandadoc.com/pricing) | | Proposify Build | User | $49 per user | $195 ($39 per user) | Proposal editor; open alerts and time per section (proposify.com/pricing) | | Qwilr Starter | User | $49 per user | $175 ($35 per user) | Web-page proposals; 60 days of analytics history (qwilr.com/pricing) | | HelpRange Pro | Team | $39 for the team | $31 for the whole team | No proposal or user limit; time per page, heatmaps, replay, watermarks. No proposal editor or e-signature – you send the PDF you already have. | How it works **1. Upload your proposal** PDF, Word, PowerPoint or Excel – the link is created with the upload. **2. Send the link** Paste it into your e-mail instead of the attachment: one link per client, or ask for their e-mail first. **3. Follow up on facts** An alert when it is opened; then see the pages they read, for how long, and who else joined. Free: tracked links with page-by-page analytics, 15 views a month. Pro, $39 per team per month: unlimited proposals and views, the e-mail gate, watermarks and download blocking. Your logo and custom domain: Unlimited, $174 per team. Your whole team, one price – no per-user fees, no proposal limits. [Plans & pricing](https://www.helprange.com/pricing) FAQ ## Proposal tracking – questions How do I know when a client opens my proposal? Send the proposal as a HelpRange link instead of an attachment. You get an e-mail – and a Slack message, if you connect Slack – when it is opened, and the statistics show who read it, which pages and for how long. Can I see if the client forwarded my proposal? Yes. A forwarded link shows up as a new viewer, with their e-mail if the link asks for one. You can also require a confirmed e-mail, so the forwarded link alone does not open the proposal. Does the client need an account or an app? No. The proposal opens in the browser on any device. The apps for iPhone, iPad and Android are optional. Can the client accept or sign the proposal in HelpRange? No. HelpRange sends, tracks and protects the documents; it has no accept button, quote builder or payments. Send the contract for signature with the tool you already use. How much does proposal tracking cost? Free covers tracked links with page-by-page analytics for 15 views a month. Pro is $39 per team per month ($31 billed yearly) with unlimited proposals and views and any number of users. Your logo and custom domain are on Unlimited ($174 per team per month). Is HelpRange cheaper than Sellizer? For one person, Sellizer Solo ($22 a month, 100 proposals) costs less than HelpRange Pro ($39). From two salespeople on, HelpRange costs less: Sellizer Team is $35 per user a month ($28 billed yearly) with 400 proposals a month, so five people pay $175 a month, while HelpRange Pro is $39 for the whole team with no proposal limit (sellizer.com/pricing, 8 November 2026). Sellizer also sends SMS alerts; HelpRange does not. The full comparison – features, limits and costs for 1, 5 and 10 salespeople – is on our Sellizer alternative page. Is it legal to track who reads my proposal? In the EU, data on how a known person reads a document is personal data. Tell recipients that the document is shared through a tracking service and collect only what you need; an e-mail gate makes the tracking visible to the reader. Related [Sellizer alternative](https://www.helprange.com/sellizer-alternative)[Sales engagement](https://www.helprange.com/sales-engagement)[When to follow up on a proposal](https://www.helprange.com/proposal-follow-up)[Share a price list without it being forwarded](https://www.helprange.com/insight/2026/11/08/share-price-list-securely/)[How to track PDF opens](https://www.helprange.com/insight/2024/07/12/track-pdf-opens/)[Proposal software prices compared](https://www.helprange.com/blog/what-is-the-best-proposal-software)[Slack and webhooks](https://www.helprange.com/feature-slack-webhooks)[Pricing](https://www.helprange.com/pricing) ## Try it on your own documents 3-day free trial, then a free plan. No credit card required. [Start free trial](https://www.helprange.com/#signUpSection)