Feature
Proposal tracking software for agencies
Know the moment a client opens your proposal, how long they read, how deep they scroll, and when they re-open after going quiet. Stop guessing in the silence after you hit send.
The problem: you send, then nothing
You spend hours on a proposal, send it, and then... silence. Did they read it? Did they skip the pricing? Did they forward it to a partner? Without tracking you are flying blind, and you either nag too early or follow up too late. The proposal is your highest-intent moment and most tools waste it.
What OnboardHive tracks
- Opens: the exact moment a client first opens the proposal, and every re-open after.
- Active read-time: not just "opened" but how many seconds they actually spent reading, per version.
- Scroll depth: how far through the proposal they got, did they reach the pricing and scope?
- Re-open alerts: an instant alert when a client comes back after going quiet. That is the strongest buying signal there is.
- Internal forwards: optionally ask viewers for a name and email, so you see when the proposal moves to a decision-maker.
How it works
Bring your own proposal, paste it or upload a PDF. OnboardHive wraps it in one private magic link per client. No client login, no account. The moment they open it, your dashboard lights up with a read-signal verdict telling you who to call first.
Proposal tracking vs proposal builders
Tools like PandaDoc, Proposify, and Qwilr are proposal builders, they help you design and e-sign. OnboardHive is built around engagement and what comes next: you track the proposal you already have, and when the client says yes, the same link becomes their onboarding portal. One link, proposal to onboarded. See the deep comparisons: vs HoneyBook and best onboarding software.
Proposal tracking FAQ
What is proposal tracking software?
Proposal tracking software shows you what happens after you send a proposal: when the client opens it, how long they spend reading, how far they scroll, and whether they re-open it later or forward it internally. It turns a silent PDF into a live buying signal.
How is this different from PandaDoc or Proposify?
Those tools focus on creating and e-signing proposals. OnboardHive focuses on engagement after you send, and then carries the same link into onboarding once the client says yes. You bring your own proposal (paste or PDF) and we track it.
Do clients need to log in to be tracked?
No. Each client gets one magic link, no account or password. Tracking works the moment they open it. You can optionally ask for a name and email to catch internal forwards.
Is proposal tracking free?
Yes. The free plan tracks 10 proposals a month with full open, read-time, and re-open alerts. No card required.