Sales Proposal Software - To Send and Track Analytics (FREE+Paid) in 2026
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
Qwilr
Website: qwilr.com
Qwilr is a sales proposal and quote software that helps teams create interactive, web-based proposals with embedded pricing, e-signatures, and CRM integrations. It's designed for teams who want to move beyond static PDFs to more engaging proposal experiences.
Qwilr features
- Content editor: Create interactive web-based proposals
- E-signature: Built-in signature collection
- QwilrPay: Accept payments directly in proposals
- Pricing & quotes: Interactive pricing tables
- Page analytics: Track proposal engagement
- HubSpot CRM: Native HubSpot integration on Business plan
- Salesforce CRM: Native Salesforce integration on Enterprise plan
- Notifications: Get alerts when proposals are viewed
Qwilr pricing
- Business: $35/user/month (Save 10% annually) - Best for smaller teams or individuals who want to create professional proposals, capture e-signatures, collect payments, and use HubSpot. Includes content editor, e-sign, QwilrPay, pricing & quotes, page analytics, HubSpot CRM, and notifications.
- Enterprise: $59/user/month (Billed annually, 10 user minimum) - For larger teams using Salesforce who want to scale and automate their proposal process with CRM automations, security, and advanced analytics. Everything from Business plan, plus account manager, custom branding, team permissions, identity verification, domain-restricted access, and template-level settings.
Real-World Example:
See how Yuno scaled to 20 sales people using proposal tracking to monitor engagement and close deals faster:
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. Sales organizations looking for interactive, web-based proposals should consider Qwilr or GetAccept, while teams needing traditional proposal and e-signature workflows might prefer PandaDoc or Proposify. Most tools offer free trials, so take the time to test options that best match your requirements before making a decision.