Help guide

How to see when a client opens your proposal

Know when to follow up by seeing opens, instead of guessing.

November 9, 2026 · 4 min read

  1. Step 1

    Send the proposal as a link

    Tracking works on the web link, not on a PDF attachment.

  2. Step 2

    Open the proposal analytics

    On paid plans, analytics show opens and activity for each proposal.

  3. Step 3

    Read the pattern

    One quick open often means a forward. Several opens over days means they are weighing it.

  4. Step 4

    Follow up on the signal

    If it was opened twice and went quiet, send a specific question rather than a nudge.

  5. Step 5

    Keep it human

    Do not quote exact open times to the client. Say you wanted to check whether they had questions.

More guides

How to generate a proposal in DealPilotHow to send a proposal clients actually openHow to get a proposal signed without chasingHow to edit a proposal after it is generatedHow to edit the Why Us sectionHow to set up your brand kitHow to create a contract from a proposalHow to add a payment link to a proposalHow to follow up on a sent proposal in DealPilotHow to use the client portalHow to send an invoice from a proposal or time entriesFreelance business blog
FAQ

Quick answers

Proposal analytics and tracking are paid-plan features. Check pricing for the current split.

A view is recorded when they open the link. Write your follow-up so it does not read as surveillance.

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