Send proposals and track every page
Share a proposal through a tracked browser link instead of an attachment. Get a qualifying-view alert; Starter and above add page-level viewing time and return-visit signals.
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Send a proposal in 3 steps
- 01
Upload your proposal
Drag and drop your PDF proposal or import from Google Drive. It's ready to share in seconds.
- 02
Configure access
Create personal links, set expiry or viewer download controls on Starter and above, or restrict access to approved email addresses on Pro and Business. Download controls cannot prevent screenshots.
- 03
Send & track
Share the link and get an email alert when a qualifying view starts. On Starter and above, review recorded viewing time by page. On Pro and Business, a Proposal link adds Accept, Changes, and Decline buttons, and you get an email with your client's decision and any note.
Proposal Tracking: See Who Opened Your Proposal and What They Read
Watch on YouTubePlays from YouTube when you press play.
Chapters
Read the transcript
00:00 See who opened your proposal
You've sent a proposal, and now you wait. Here's how to track proposal opens: see who opened it, which pages they read, and how they responded.
00:12 Upload your proposal
In HummingDeck, open your Library and choose Add document. Upload your proposal; PDF, PowerPoint, Word and Excel all work. When processing finishes, open the document. This one has five pages.
00:29 Create a proposal link
Proposal links are available on Pro and Business. Click New link, then choose the Proposal tab. Add Sarah's name and email. These details label the link; they don't send her anything. Next, choose when her response buttons appear. We'll pick On last page, so she reads before she responds. Leave Notify me when viewed on, then click Generate Link.
00:56 Send it to your client
Copy the link and send it by email or chat. It's her link, so every view and every response belongs to Sarah.
01:06 What your client sees
Here's what Sarah sees. She opens the link in her browser, with no HummingDeck account, and reads through. On the last page, the response buttons appear: Accept, Changes, or Decline.
01:20 Get notified when it's opened
The moment she opens the link, you get an email. Because Notify me when viewed was on, it names the viewer and shows her device. On Pro and Business, Notify via Slack sends an alert to Slack too.
01:36 See what she read
To see who opened it and what she read, open Analytics. Sarah's link has three opens. Page Engagement shows where her time went. Here, the pricing page has the most recorded time, a good topic for your follow-up.
01:52 Her response
Then Sarah responds. She clicks Changes, adds a note, and submits. You get a second email with her decision, her note, and a summary of how she read the proposal.
02:08 The decision and audit trail
Back on the Links tab, her decision sits next to her link. Open the audit trail to see who responded, when, and from which device. It's a recorded response, not a legal signature.
02:22 Try it with your own proposal
Send your next proposal this way, and know what happens next. Try it with your own proposal using the link below.
Sharing controls
Control access without adding friction.
Choose what each link allows, keep recipients in a browser-based viewer, and get useful activity alerts.
Know your audience
Email capture
Ask viewers for an email before a public document opens. This is lead capture, not access control. Available on Pro and Business.
Restricted access
Limit a link to approved email addresses. Recipients prove inbox access before viewing. Available on Pro and Business.
Personal sharing links
Create a link for an intended recipient and review activity associated with that link separately from aggregate links.
Secure sharing
Link expiration and revocation
Set an expiry date on Starter and above, or revoke an active link when access should end.
Viewer download controls
On Starter and above, turn off the download button for supported documents. This does not prevent screenshots or other capture methods.
Update the file. Keep the link.
Replace the shared document with a new version without revoking the link or sending recipients a new one.
Keep the experience moving
Email and Slack alerts
Get an email alert when a qualifying view starts. On Pro and Business, a connected Slack channel can receive a summary after the session ends.
Phone viewer
Made for every screen
Recipients open a touch-friendly browser viewer on phone or desktop, with no HummingDeck account or app to install.
Document Analytics
See which pages capture attention.
See how much viewing time was recorded for each page. Sections with longer recorded time can suggest what matters to a buyer, giving you a stronger signal for your next conversation.
What you can see
- Total time
- 12m 30s
- Time spent per document
- Per-page engagement
- 12 pages
- Recorded viewing time by page
- Total Views
- 24
- Repeat-view signals across sessions
- Unique Viewers
- 3
- Additional-viewer signals per link
- Bot Detection
- Available
- Checks signals associated with known email security scanners
Total Views
Unique Viewers
Avg. Time in Room
Docs Opened
Completion
Document Engagement
| Document | Views | Completion |
|---|---|---|
Q1 Sales Proposal | 12 | 94% |
Enterprise Pricing | 8 | 100% |
Case Study · Acme Corp | 5 | 78% |
Per-page engagement
Q1 Sales ProposalTotal time
12m 30s
Completion
100%
Views
12
Sharing multiple documents?
One Room. One link. Not five attachments.
Create a branded mini-site for documents, links, and embeds. Keep everything organized in one place, then share a single link that stays current.
Acme Corp · Enterprise Deal
Shared by Alex Chen · Account Executive
Q1 Sales Proposal
12 pages
Enterprise Pricing Sheet
4 pages
Case Study · Acme Corp
8 pages
A few of the ways people use it.
Send client proposals and review which sections recorded viewing time.
Use those engagement signals to tailor your follow-up.
Share project proposals professionally.
Track engagement to prioritize follow-ups on warm leads over cold ones.
Send partnership proposals and RFP responses.
Use personal links, qualifying-view alerts, and return-visit signals to prioritize follow-up.
Connects to your existing tools
Zapier
Connect to 8,000+ apps. Automate workflows on document views.
Close CRM
Every document view logged as a Close activity. Contacts, companies, and engagement synced automatically.
Slack
Instant notifications when prospects view your documents. Duration, completion, and click data in every alert.
Google Workspace™
Publish Google Slides™ and Google Docs™ directly to HummingDeck. Generate trackable links and add documents to Deal Rooms without leaving your editor.
Chrome Extension
Share files from Gmail with tracked links. Per-page analytics and real-time alerts.
Sharing more than one format?
Share finished documents in one consistent way.
Host PDFs, presentations, Word documents, spreadsheets, and HTML, then share them as links you can manage and track.
Explore document hostingHummingDeck vs. the alternatives
| HummingDeck | Google Drive | ||
|---|---|---|---|
| Trackable share link | Available | Unavailable | Unavailable |
| Page-level analytics | Starter+ | Unavailable | Unavailable |
| Open notifications | Email; Slack on Pro+ | Unavailable | Unavailable |
| Restricted Access (verified email allowlist) | Pro+ | Unavailable | Unavailable |
| Viewer download control | Starter+ | Unavailable | Available |
| Link expiration | Starter+ | Unavailable | Unavailable |
| Professional viewer | Available | Unavailable | Unavailable |
| Contact association | Available | Unavailable | Unavailable |
- Trackable share link
- HummingDeck
- Available
- Unavailable
- Google Drive
- Unavailable
- Page-level analytics
- HummingDeck
- Starter+
- Unavailable
- Google Drive
- Unavailable
- Open notifications
- HummingDeck
- Email; Slack on Pro+
- Unavailable
- Google Drive
- Unavailable
- Restricted Access (verified email allowlist)
- HummingDeck
- Pro+
- Unavailable
- Google Drive
- Unavailable
- Viewer download control
- HummingDeck
- Starter+
- Unavailable
- Google Drive
- Available
- Link expiration
- HummingDeck
- Starter+
- Unavailable
- Google Drive
- Unavailable
- Professional viewer
- HummingDeck
- Available
- Unavailable
- Google Drive
- Unavailable
- Contact association
- HummingDeck
- Available
- Unavailable
- Google Drive
- Unavailable
Frequently asked questions
What format should my proposal be in?
Upload as a PDF for the best viewer experience. HummingDeck also supports PPTX, DOCX, and XLSX if your proposal is in presentation, document, or spreadsheet format.
Can I see who on the client side viewed my proposal?
Create a personal link for an intended recipient and review that link's activity separately. On Pro and Business, a restricted session associates activity with the email address used to enter. This is useful recipient context, not legal identity verification.
Can I bundle my proposal with other documents?
Yes. Use Deal Rooms to share your proposal alongside case studies, pricing sheets, and contracts in one branded link.
Is there a free plan?
Yes. Send proposals with basic tracking for free. Upgrade for download control, link expiration, and advanced analytics.
How is this more secure than email?
Unlike a static attachment, a HummingDeck link can be revoked. Starter and above can set expiry and turn off the viewer download button; Pro and Business can require an approved address to complete inbox verification. These controls cannot prevent screenshots or sharing of content already downloaded.
Can I see who viewed my proposal?
HummingDeck records qualifying opens. Personal links keep activity separate by intended recipient, while restricted sessions on Pro and Business associate activity with the email address used to enter. Starter and above add recorded viewing time by page. Multiple-viewer patterns are signals, not proof of identity or forwarding.
How is this different from proposal management software?
Proposal management tools help you build and edit proposals. HummingDeck focuses on the sharing stage: trackable links, qualifying-view alerts, page-level engagement on Starter and above, and recipient-associated signals when you use personal or restricted links.
How do I track who opened my proposal?
Share the proposal as a HummingDeck link instead of a PDF attachment. A public link records qualifying opens; a personal link keeps activity separate by intended recipient. On Pro and Business, Restricted Access associates a verified session with the email address used to enter. Starter and above add page-level viewing time.
What is proposal tracking?
Proposal tracking uses a browser link to record qualifying opens and available engagement signals after a proposal is sent. Page-level viewing time and return visits can help a seller choose what to discuss next, but they do not prove identity, intent, or whether a deal is moving forward.
How does proposal engagement tracking work?
HummingDeck hosts the proposal behind a browser link and records supported viewing events. Layered bot-detection signals reduce common automated previews. On Starter and above, recorded viewing time by page can suggest which sections held attention; it should be treated as an engagement signal rather than proof of what a person read or intended.
Can my client accept or decline the proposal from the link?
Yes, on Pro and Business. Choose Proposal when you create the link, and your client sees Accept, Changes, and Decline buttons, either right away or once they reach the last page. Each response can include an optional note. You get an email with the decision, and the link shows it with an audit trail of who responded, when, and from which device. A response is a recorded decision, not a legal signature.
Comparing proposal tools?
Send proposals that win
Upload your proposal and get a trackable link in under a minute. Free to start.