Use case · Proposal tracking
Know the moment your proposal gets opened, and keep it private.
Free for 2 public pages.
The signals
What you see when a proposal is opened
Opens
The moment your proposal is opened: you can get an email right then, so you follow up while it’s on their screen, not a week later.
Unique viewers
How many different people looked. One reread is a careful buyer; five viewers means it’s being passed around the team.
Dwell time
How long they actually read. A 5-minute read is a warm deal; a 10-second bounce tells you the intro needs work.
By day and country
Which days the interest happened, and roughly where: a Thursday reopen from your follow-up email is your cue to call.
Who opened it
Send each person their own recipient link, or ask for a verified email (a one-time code or Google sign-in), and you know who opened it, not just that someone did.
Their answer
With comments on, the client comments on a line, suggests the exact wording, and presses Approve or Request changes, right on the proposal. Or add a plain reply form. No email thread required.
A risk most people miss
Your proposal names the client, the price, the strategy
Search results · illustrative mock-up
Not a real resultexample-free-host.example › pages › acme-growth-proposal
Acme Corp — Growth Proposal (Confidential)
Prepared for Acme Corp · June 2026. Executive summary: … Investment: $48,000 across two phases. Timeline: kickoff July 1 …
The impression
Send it as a link, not a PDF
Need a starting point? Our consultant proposal template is built for exactly this.
Their answer, on the proposal
Your client comments on the proposal. Your agent makes the change.
- Tue 10:12
Comment on “Timeline”: can we start in October?
- Tue 10:15
Suggested edit: “Kickoff on October 1”
- Tue 13:40
Applied in v2 · same link
- Wed 09:05
Approved on v2
How it works
Three steps to a tracked proposal
Publish your proposal
Build it in Claude and say “publish this,” drag-drop the HTML, or POST it from your own code. No export, no PDF flattening.
Add a password and your domain
You get a clean, tracked link, noindex by default. Add a password for confidential work, and put it on your own domain with Solo.
Watch opens, follow up on time
See opens and dwell, get an email the moment it’s opened, and update the proposal anytime: the link never changes.
The fit
Pagelive vs. PDF-tracking tools
| PDF-tracking tools | Pagelive | |
|---|---|---|
| What it tracks | A PDF file wrapped in a link | The live page itself |
| Interactivity | Flattened to static pages | Pricing tables and demos stay live |
| Updating after sending | Re-upload, often a new link | Edit anytime, same link, version history |
| Built for | PDFs and slide exports | The interactive pages you build with AI |
Frequently asked
There’s no banner or badge on the page: it reads as a normal branded link. Tracking opens on a proposal is standard professional practice (the same thing PDF-tracking tools have done for years), and if you use email-gating, the viewer explicitly confirms their address before reading.
Yes. A Pagelive link opens in any browser: your client never needs an account, an app, or a login. If you add a password, they just type it in.
Pages are noindex by default (we tell Google not to list them), and you can add a password on top. Content is served from an isolated plane, walled off from your dashboard and billing, on SOC 2 Type II-ready infrastructure on Cloudflare.
Yes. Edit and republish anytime: the link never changes, and version history keeps your previous edits. No awkward “please use this new link” email.
Yes. The proposal is a responsive web page, so it opens cleanly on a phone, where a surprising share of first opens happen.
Sending proposals for an agency? See Pagelive for agencies & consultants · or the broader document-tracking guide.