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.
Personalize, publish, and track a client proposal from Google Workspace.
How Templify Works
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.
Proposal tracking for teams already using Google Workspace
Keep the files your team trusts. Add personalization, publishing, and engagement signals around them.
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
One Closed Deal Pays for Years of Templify
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
From ghosted to closed
"I used to send proposals as PDFs and wait. And wait. Now I see the exact moment a client opens the link — last month a prospect read my pricing page four times in one afternoon, so I picked up the phone and signed them the next morning."
Rachel B.
Account Manager, Consulting Agency
"My follow-ups used to be 'just checking in' emails sent into the dark. Now I only reach out when Templify shows a fresh view. My close rate is up by about a third, and I never feel like I'm begging."
Marcus L.
Freelance Brand Designer
"We finally have a real sales process: one master template, one click to personalize, one tracked link out, analytics reviewed every Friday. We rewrote our pricing section because the data showed nobody was reading past page two."
Dana W.
Sales Lead, SaaS Startup
"Every proposal my team sends now starts from the same template and goes out as a tracked link. No more outdated pricing copy-pasted from last quarter's deck, and no more 'did they even get it?' guesswork."
Priya K.
Founder, Content Studio