ProposalFollow•Document Engagement & Follow-up Intelligence

Know When Clients View Your Proposals. Know What to Do Next.

Track document engagement, see which pages capture attention, and follow up at the right moment — all in one simple, unified workspace.

No credit card required • Works with existing PDFs • Zero client login required

Live Telemetry Active

Lumina Health — Brand Overhaul & Patient Portal Scope

Awaiting Response
Client: Sarah Jenkins (Lumina Health)•Value: $18,500 USD•Sent: Yesterday 2:15 PM
proposalfollow.com/p/lumina-8f92
Total Views
3
Verified human sessions
Active Read Time
4m 12s
Paused on tab blur
Primary Focus
Page 4
Deliverables & Pricing (53%)
Bot Scanners
1 Filtered
Proofpoint scanner isolated

Page Duration Breakdown

Active reading seconds spent across 5 pages

Page 4 Command Lead
Page 1 — Cover & Executive Summary28s (11%)
Page 2 — Patient Portal Audit & Findings42s (17%)
Page 3 — Technical Architecture & Stack19s (8%)
Page 4 — Scope Deliverables & Milestone Pricing2m 14s (53%)
Prospect paused here multiple times across 2 viewing sessions
Page 5 — Team Bios & Next Steps29s (11%)
AI Follow-up Copilot
Ready to Send
Engagement Signal: High duration on Page 4 pricing (2m 14s). Recommended action: Follow up regarding deliverable milestones.
Subject: Quick question on Lumina Health portal milestones
"Hi Sarah, saw your team has been reviewing the proposal deliverables. Wanted to see if you had any questions on Phase 2 milestone timing..."
1-click copy to email client
Recent Viewing Sessions
Sarah Jenkins (Lumina Health)
Desktop (Chrome / macOS) • 2m 45s
18m ago
Circulated View (Executive Board)
Mobile (Safari / iOS) • 1m 27s
3h ago
Microsoft Defender Security Crawler
Outlook SafeLinks Pre-fetch • 0.8s bounce
Bot Filtered
0 Logins
Clients review instantly without passwords or apps
Real-Time
Instant alerts when decision-makers open your link
Page Heatmaps
Active duration per page, pausing on tab blur
Cloudflare R2
Encrypted private storage with short-lived presigned URLs

How It Works

From PDF upload to closed deal in three disciplined steps.

01

Upload Your Existing PDF

Keep your existing pitch decks, estimates, and master agreements. Drag and drop any PDF up to 25MB for instant secure storage in private R2 buckets.

02

Share an Unguessable Link

Clients receive a clean, fast web link. Zero client registration or app downloads. Our engine measures page duration and automatically filters automated scanner bots.

03

Follow Up with Precision

Know when your client is on Page 4 reviewing your pricing. Receive AI-assisted follow-up recommendations and personalized email drafts you can copy in 1 click.

Proposal Tracking

Know the exact minute your proposal is opened.

Stop wondering if your pitch email got stuck in spam or buried in their inbox. Receive immediate notifications when a decision-maker clicks your link.

  • Instant real-time open alerts upon document load
  • Email scanner & security bot pre-fetch filtering
  • Configurable link expiration & 1-click revocation
Live Activity Feed Live Telemetry
Lumina Health — Brand Redesign2m ago
Opened by Sarah Jenkins • 4m 12s active read time on desktop
Verified Human Session
Apex Financial — Mobile Architecture3h ago
Second review detected • Forwarded to 2 colleagues in executive review
Multi-Stakeholder Circulation
Corporate Email Gateway Scanner4h ago
Proofpoint URL Defense pre-fetch • 0.8s bounce isolated from metrics
Document Engagement Breakdown
4m 12s
Avg Reading Time
Page 4
Pricing Focus
3 Views
Human Sessions
Heatmap Signal: Sarah focused 53% of total session time on deliverables and milestone costs on Page 4.
Engagement Analytics

See exactly which pages captured their attention.

ProposalFollow records active reading time per page, pausing automatically when the client switches tabs or minimizes the window. Discover if they reviewed your portfolio, studied your milestones, or paused at pricing.

  • Tab-visibility pause detection prevents inflated viewing times
  • Pinpoints the exact section where clients hesitate
  • No plugins, cookies, or extensions needed for clients
Follow-up Intelligence

Follow up at the right moment with the right words.

Never write awkward "just checking in" emails again. Our server-side copilot analyzes days since sent, viewer recency, and specific page interest to recommend the optimal follow-up timing and draft tailored copy.

  • Optimal timing suggestions based on reading recency
  • Ready-to-send email subject lines and body copy
  • Human-in-the-loop: review and send from your regular email client
Generated Outreach Draft
1-Click Copy
Subject: Quick question on Lumina Health proposal deliverables
Hi Sarah,

I saw your team has been reviewing the scope and deliverables. Wanted to see if you had any questions on the Phase 2 milestone schedule, or if jumping on a brief 10-minute sync this week would be helpful.

Best regards,
Alex
Recommended send window: Today 2:00–4:00 PMCopy to clipboard →

Built for Independent Professionals & Teams

Tailored workflows for deals that require personal trust.

Freelancers

Close more single-client gigs

Stop wondering if your prospect saw your email. Get real-time alerts when they open your pitch and follow up with perfect timing.

Digital Agencies

Multi-stakeholder pitch tracking

Know when your proposal is forwarded to the CEO or procurement team. See multiple sessions and track which slides command interest.

Consultants

High-ticket advisory agreements

Protect confidential strategies with time-expiring links and unguessable tokens. Keep your retainer pipeline fully transparent.

Simple, Honest Pricing

Plans that scale with your proposal volume.

No hidden fees. Upgrade, downgrade, or cancel at any time.

Free

$0
Free forever
  • Up to 3 active proposals
  • 1 team seat
  • Private R2 PDF storage
  • Basic open alerts

Starter

$12/mo
For growing freelancers
  • Up to 20 active proposals
  • Page-level reading time
  • Bot & crawler filtering
  • Email notifications
Most Popular

Pro

$24/mo
Includes AI Copilot
  • Up to 100 active proposals
  • AI Follow-up Copilot
  • Custom branding in viewer
  • Link expiration & revocation

Agency

$49/mo
For high-volume teams
  • Unlimited active proposals
  • 3 team member seats
  • AI Follow-up Copilot
  • Priority email support

Frequently Asked Questions

Everything you need to know about ProposalFollow.

Do my clients need to create an account or download anything?

No. Your clients click a standard web link and read your proposal immediately in their browser. There are zero passwords, sign-ups, or software downloads required.

How does bot filtering distinguish automated scanners from real people?

Corporate email gateways (such as Proofpoint, Microsoft Defender, and Googlebot) crawl links to scan for safety. ProposalFollow analyzes user-agent signatures, mouse/scroll telemetry, and session duration to ensure security scans are never counted as genuine client interest.

Are my uploaded PDF proposals secure and confidential?

Yes. All files are stored in private Cloudflare R2 buckets with public access disabled. Share URLs use unguessable tokens, and only cryptographic SHA-256 hashes are stored in the database.

Does the AI Assistant automatically send emails to my clients?

No. We believe in strict human-in-the-loop oversight. ProposalFollow analyzes client engagement and prepares recommended timing, subject lines, and email copy. You review, edit if needed, and send from your own regular email client.

Stop sending proposals into the dark.

Join independent professionals and agencies closing higher-value deals with document engagement intelligence.

Upload your first proposal PDF in under 60 seconds.