Google Workspace Proposal Tracking
Track Client Proposals
Across Docs, Sheets, and Slides
Personalize proposals from your existing Google Workspace templates, publish them as client-ready webpages, and see when prospects view them and which pages hold their attention.
How to Track a Google Workspace Proposal
Turn the proposal workflow you already use into a measurable process.
1. Prepare Your Google Workspace Template
Use an existing Doc, Sheet, Slide deck, or Form. Add {{placeholders}} for details such as the client name, scope, pricing, and dates.
2. Personalize the Client Proposal
Enter each client detail once in the Templify sidebar. Every matching placeholder is updated while your master template remains unchanged.
3. Publish a Client-Ready Webpage
Publish the finished proposal as a shareable webpage with a PDF download. Set an expiry date when needed, then send the link to your client.
4. Use Proposal Engagement to Follow Up
Review total views, unique visitors, last-viewed time, devices, referrers, and time spent per page. Use those signals to make your next follow-up more relevant.
Proposal Analytics for Your Existing Google Workspace Files
Keep creating in familiar tools while adding the visibility that email attachments cannot provide.
See Whether a Client Viewed the Proposal
Check total views, unique visitors, and the most recent view before deciding when to follow up.
Understand Proposal Engagement by Page
See average and total time spent on each page to understand which parts of the proposal receive attention and which may need improvement.
Personalize Documents Without Manual Find and Replace
Fill repeated {{placeholders}} across Docs, Sheets, Slides, and Forms from one sidebar, reducing repetitive edits and avoidable client-detail mistakes.
Share a Web Link Instead of an Attachment
Give clients a browser-based proposal with a PDF download. Set an expiry date or unpublish the page when it should no longer be available.
Reuse the Proposal Templates Your Team Already Knows
Create each personalized file from a copy so the master stays intact and every client proposal starts from the same approved source.
Publish Only What You Choose
Personalization happens in your Google files. Templify hosts only the proposals you explicitly publish, and you can control access with expiry dates and unpublishing.
Simple Pricing
Start Free, Then Add Unlimited Proposal Workflows
Free
For testing the complete workflow
- check_circle 5 proposal actions per month
- check_circle Personalize Docs, Sheets, Slides & Forms
- check_circle Publish tracked proposal webpages
- check_circle Proposal pages expire after 7 days
- check_circle Analytics are collected for later access
Pro
For freelancers & teams who sell with proposals
- check_circle Unlimited monthly proposal actions
- check_circle Up to 50 active published proposals
- check_circle Full analytics: views, unique visitors, devices & referrers
- check_circle Per-page engagement insights
- check_circle Custom expiry dates & one-click unpublish
- check_circle Cancel anytime