Sales Proposal Software - To Send and Track Analytics (FREE+Paid) in 2025

Sales teams need powerful tools to track and analyze how prospects engage with their proposals. The right sales proposal tracking software can help you understand exactly what your prospects are interested in, how long they spend on each section, and when they're most engaged. Here are the top solutions that can transform your proposal tracking and analytics.

Why do you need sales proposal tracking software?

Understanding how prospects engage with your proposals is crucial for closing deals. Sales proposal tracking software provides valuable insights that can help you:

1. Know exactly which sections of your proposal get the most attention

Sales proposal tracking software lets you track which pages or sections are viewed most frequently, helping you identify which pricing options or features generate the most interest. You can see if prospects are skipping to specific sections like pricing or case studies, and understand if they're revisiting certain pages multiple times. Advanced tools even provide heatmaps showing exactly where prospects focus their attention.

2. Identify when prospects are most engaged with your content

With real-time tracking, you can monitor peak viewing times to optimize follow-up timing and track engagement patterns across different time zones. You'll know when multiple stakeholders are reviewing the proposal and if prospects are sharing it with others. The system alerts you when engagement spikes occur, helping you time your follow-ups perfectly.

3. Track how long they spend reviewing each section

Detailed analytics measure time spent on each page to gauge interest level and identify sections that might need clarification or improvement. You can see if prospects are skimming or thoroughly reading content, track total viewing duration to assess overall interest, and compare viewing patterns across different prospects to understand what resonates most.

4. Receive notifications when prospects view your proposal

Get real-time alerts when proposals are opened, helping you know exactly when to follow up for maximum impact. Track multiple views from the same prospect and receive notifications when new stakeholders view the proposal. The system alerts you when prospects reach key sections like pricing, giving you perfect timing for follow-up conversations.

5. Understand if multiple people are reviewing your proposal

Advanced tracking features let you monitor unique viewer IPs and locations, helping you identify different stakeholders involved in the decision. You can see if the proposal is being shared internally, monitor viewing patterns across different devices, and track engagement from different departments, giving you a complete picture of the decision-making process.

6. Get insights to improve your proposal content and structure

Analytics help you identify sections that consistently get less attention and see which content formats perform best. Track conversion rates for different proposal versions and get data to optimize proposal length and structure. You'll understand which calls-to-action generate the most engagement, helping you continuously improve your proposal effectiveness.

These insights help you time your follow-ups perfectly, focus on the most relevant sections in discussions, address concerns before they become objections, improve your proposal effectiveness over time, and close deals faster with data-driven insights.

5 Tools for Sales Proposal Tracking (Free + Paid)

Here are the top 5 sales proposal tracking tools that can help you monitor and analyze your proposal engagement:

Papermark

Website: papermark.com

Papermark is a modern document sharing and analytics platform that provides comprehensive tracking capabilities while maintaining data privacy and control. Perfect for sales teams who need detailed proposal analytics without compromising security.

Papermark key features

• Advanced analytics: Track time spent on each page and section
• Real-time insights: Get instant notifications when prospects view your proposal
• Custom domain support: Share proposals under your own domain
• AI-powered insights: Get smart suggestions based on viewing patterns
• Free plan available: Start tracking proposals at no cost
• Secure sharing: Password protection and access controls
• Team collaboration: Share insights with your sales team
• API access: Integrate with your existing tools

Papermark pricing

• Free: €0/month - 1 admin user, 50 links, 50 documents, unlimited visitors, page-by-page analytics, document sharing controls, password protection, require email to view, 30-day analytics retention
• Pro: €24/month - Everything in Free, plus unlimited links, 100 documents, large file uploads, custom branding, folder organization, Papermark branding removed, video sharing and analytics, more file types, 1-year analytics retention
• Business: €59/month - Everything in Pro, plus 3 admin users, unlimited light datarooms, 1000 documents, unlimited folder levels, multi-file sharing, require email verification, allow/block list, screenshot protection, dataroom branding, custom domain for documents, custom social media cards, webhooks, 2-year analytics retention
• Data Rooms: €99/month - Everything in Business, plus unlimited data rooms, unlimited documents, custom domain for data rooms, data room analytics, NDA agreements, dynamic watermark, granular file level permissions, groups, 24h priority support, custom onboarding

Start tracking your proposals

DocSend

Website: docsend.com

DocSend, owned by Dropbox, is a professional document analytics platform that helps teams track and secure their most important documents. It's particularly popular among sales teams for proposal tracking.

DocSend features

• Detailed analytics: Page-by-page engagement metrics
• Viewer tracking: Know exactly who viewed your documents
• Access controls: Password protection and link expiration
• Workspace analytics: Team-wide document performance insights
• Dropbox integration: Seamless connection with Dropbox storage
• Custom branding: Professional presentation with branded viewing experience
• Document insights: Real-time notifications and engagement data
• Version control: Update documents without changing links

DocSend pricing

• Personal: €10/month per user - Basic tracking features
• Standard: €45/month per user - Enhanced tracking and security
• Advanced: €150/month per user - Advanced analytics and features
• Advanced Data Rooms: €180/month per user - Full suite with data room capabilities

PandaDoc

Website: pandadoc.com

PandaDoc combines document tracking with e-signature capabilities, making it ideal for sales teams who need to monitor proposal engagement and close deals.

PandaDoc features

• Document analytics: Track opens, views, and time spent
• E-signature integration: Built-in signing capabilities
• Template library: Pre-built templates for quick document creation
• CRM integration: Works with major CRM platforms
• Mobile support: Track documents on-the-go
• Content library: Reusable content blocks
• Approval workflows: Streamlined document approval process
• API access: Custom integration options

PandaDoc pricing

• Personal: $15/month per user - Basic e-signatures and tracking
• Starter: $35/month per user - Core features
• Business: $65/month per user - Advanced features
• Enterprise: Custom pricing - Full suite of features

Proposify

Website: proposify.com

Proposify specializes in proposal tracking and analytics, helping sales teams monitor and optimize their proposals. The platform offers detailed insights into how prospects engage with sales documents.

Proposify features

• Proposal analytics: Detailed page-by-page engagement metrics
• Real-time tracking: Live view notifications and alerts
• Interactive pricing: Dynamic pricing tables with tracking
• Digital signatures: Built-in signing with tracking
• Content library: Reusable sections and templates
• CRM integration: Connects with major CRM platforms
• Team collaboration: Internal workflows and permissions
• Custom branding: White-label options for professional presentation

Proposify pricing

• Basic: €29/month per user - Core features
• Team: €49/month per user - Team collaboration features
• Business: €65/month per user - Advanced features and tracking
• Enterprise: Custom pricing - Full platform access

GetAccept

Website: getaccept.com

GetAccept focuses on sales engagement tracking, combining document analytics with video messaging and CRM integration.

GetAccept features

• Sales document tracking: Detailed engagement metrics
• Video integration: Add video messages to documents
• Smart meeting scheduling: Built-in meeting booking
• Mobile app: Track on mobile devices
• AI-powered insights: Smart engagement analysis
• CRM integration: Native integration with major CRMs
• Team collaboration: Internal document sharing
• Custom branding: White-label options

GetAccept pricing

• Free trial: 14-day trial available
• Professional: €25/user/month - Core features
• Business: €49/user/month - Advanced features
• Enterprise: Custom pricing - Full feature set

Comparison summary

Conclusion

When choosing sales proposal tracking software, consider your team's specific needs and budget. For budget-conscious teams, Papermark offers a free, open-source solution with comprehensive tracking features, while sales organizations might prefer PandaDoc or Proposify for their sales-focused features. Enterprise teams often find DocSend or GetAccept most suitable for their advanced analytics and security features. Most tools offer free trials, so take the time to test options that best match your requirements before making a decision.

Start tracking your proposals today