Proposal Tracking for Google Workspace
Stop Guessing After You Send a Proposal
Follow Up with Context
Templify turns your Google Workspace proposal into a tracked webpage. See whether it was viewed, when the client returned, and which pages received attention before you follow up.
How Templify Improves Proposal Follow-up
Replace generic check-ins with follow-up informed by observable engagement.
1. Prepare the Client Proposal
Start with your existing Google Workspace proposal and personalize client details from the Templify sidebar.
2. Send a Tracked Web Link
Publish the proposal as a browser-based page with a PDF download, then share the generated link with your client.
3. Review Client Activity
Check total views, unique visitors, last-viewed time, devices, referrers, and engagement by page.
4. Choose the Next Conversation
Use the available engagement data to decide whether to confirm delivery, answer likely questions, or revisit a section that received attention.
Proposal Engagement Signals for Better Follow-up
Templify cannot tell you what a client is thinking. It gives you evidence that makes the next step less speculative.
Confirm the Proposal Was Viewed
Distinguish an unopened proposal from one that has already been reviewed before sending another message.
See When Interest Returns
Use the latest-viewed time and total views to notice when a client returns to the proposal.
Find Pages Receiving Attention
Review average and total time per page to identify the sections a client spent time reading.
Understand How the Proposal Was Accessed
See device, browser, and referrer information alongside proposal activity.
Control Proposal Availability
Set an expiry date or unpublish a proposal when pricing, scope, or availability should no longer remain public.
Give Clients a PDF Option
The published webpage includes a PDF download for clients who prefer a document copy.
Simple Pricing
Test the Complete Follow-up Workflow Free
Free
For trying tracked proposal links
- check_circle 5 proposal actions per month
- check_circle Publish tracked proposal webpages
- check_circle Proposal pages expire after 7 days
- check_circle Analytics are collected for later access
Pro
For professionals who follow up on proposals
- check_circle Unlimited monthly proposal actions
- check_circle Up to 50 active published proposals
- check_circle Full proposal analytics
- check_circle Engagement by page
- check_circle Custom expiry dates
- check_circle Cancel anytime
What Templify Users Say
"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."
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."
Dana W.
Sales Lead, SaaS Startup