Know when a client opens
See when a recipient first views the proposal and when they return to it.
Document tracking & analytics
Know what clients read. Follow up with purpose.
See when a proposal is opened, which pages hold attention, and how long a client spends reviewing it. Turn proposal activity into a more timely, relevant next conversation.
Proposal opensPage-by-page activityTime spent
Proposal activity
Brand strategy proposal
Views12
Time spent18m
IntentHigh
Page-by-page attention
Time spent on each proposal page
Page 1Pricing · 2m 40sPage 12
Pricing page revisitedA useful moment to plan your follow-up2m ago
Insights that guide your next move
See more than just “opened.”
Understand what happened after you shared a proposal, from first open to the pages that earned the most attention.
Understand time spent
Review how long the proposal was viewed and where review time was spent.
Explore page-by-page interest
Find the pages that hold attention, including the pricing details clients revisit.
Follow the activity timeline
Put opens and follow-up engagement in sequence for a clearer view of the conversation.
Review recipient activity
See engagement associated with each client share so you can tailor the next touchpoint.
Make follow-ups more relevant
Use real proposal activity to choose when to check in and what to discuss.
For every proposal conversation
Turn document views into useful context.
A clearer read on engagement can help you put your next step in context.
Sales proposals and pricing
See whether a client revisits pricing or spends time on a particular part of your offer.
Fundraising and pitch decks
Understand which investors have opened your deck and what sections they spent time reviewing.
Agency and consultant work
Keep track of client review activity across the proposals and project documents you share.
Contracts and approvals
Review engagement as clients read through terms and move toward a decision.
CLIENT ACTIVITYLive timeline
Proposal openedAcme Studio · Today, 10:42 AM1st view
Pricing page reviewedPage 8 · 2m 40sInterest
Proposal revisitedAcme Studio · 2 minutes agoReturn
Built for visibility that converts
See the signals behind a client’s next move.
Proposal activity gives your team context for a better-timed follow-up. Notice what has been reviewed, what may need clarification, and when the client returns to the document.
Spot attention: use page-level activity to see which parts of the proposal get revisited.
Add context to follow-ups: bring relevant details into your next client conversation.
Keep the proposal workflow together: review activity alongside the share and its access settings.
Tracking FAQ
Questions about proposal analytics?
Know what is tracked and what to expect from the proposal viewer.
What does document tracking show?
It shows proposal opens and the available engagement details, including time spent and page-by-page activity in the viewer.
Which files can I track?
The MVP tracking workflow is designed for PDF proposals shared through the BrandProposals viewer.
Can I see which pages attracted attention?
Yes. Page-by-page activity helps show how long a recipient spent reviewing each part of a proposal, including pricing pages.
Does tracking continue after a PDF is downloaded?
Tracking describes activity in the shared viewer. It does not claim to follow a file after it leaves the viewer; use download restrictions when you want to keep the proposal online.
Do analytics include location or IP address?
Location and IP address reporting are not part of the current MVP. Tracking focuses on proposal opens and viewing activity.
Make the next move count
Get started Turn proposal activity into a better-timed follow-up.
See what clients have reviewed and keep the conversation moving with useful context.