Proposal Tracking

Know exactly what happens after you hit send

From cold outreach to closed deal — see who engages with your sales decks, proposals, and presentations at every stage.

Sarah Chen accepted your proposal

Q1 Sales Proposal · with note

2 min ago

New viewer from Acme Corp

Chicago, IL · via Sarah Chen's link

18 min ago

Sarah Chen opened Q1 Proposal

8 pages · 4m 12s · pricing: 2m 08s

1 hour ago

Sound familiar?

Sent the proposal. Heard nothing.

You sent it three days ago. No reply. No idea if they opened it, what they read, or whether it went to spam.

You're following up blind.

You're guessing when to call and what to reference. Every follow-up is a shot in the dark.

Multiple stakeholders, zero visibility.

The deal involves a VP, a director, and procurement. You have no idea who's seen what or who's the blocker.

A deal went quiet. Then they came back.

They reopened your proposal on their own — an intent signal you never saw because you had no way to know.

Built for every stage of the sales cycle

Prospecting & Lead Gen

Prospecting & Lead Gen

Share case studies, one-pagers, and battle cards with tracked links. See which prospects actually read your content. Pass warm leads to closers with real engagement data — not "they clicked the link."

Learn more
Pre-sales & Closing

Pre-sales & Closing

Create a deal room for every opportunity. Proposals, pricing, references — one branded link. Track per-page engagement, detect when it's forwarded to a decision-maker, and follow up when they come back to the pricing page.

Learn more
Account Management

Account Management

Set up client portals for deliverables, SOWs, and reports. Clients get one link. You see what's been reviewed before the QBR. Built-in approvals mean no more chasing signatures over email.

Learn more

Buyer intent signals from every document you share

Every proposal, deck, and case study you share generates first-party intent data. Not account-level guesses from a third-party platform — specific, individual-level buying signals from the people evaluating your solution right now.

Per-page engagement reveals decision criteria

A prospect who spends 4 minutes on your ROI page and skips your company overview is telling you what matters. That's intent data your CRM can't capture.

Forwarding means your champion is selling internally

When your contact shares the deck with two new people, the evaluation has expanded. You know who's involved and what role they're playing.

Return visits signal renewed interest

A prospect who comes back to your proposal unprompted after 3 weeks of silence — something changed on their end. That's your window.

Drop-off points reveal objections

If every prospect drops off on the same page, that page is killing your deal. Fix the content, not the follow-up.

HummingDeck works at every stage of the deal

Outbound

Share a tracked link. Not an attachment.

Share a tracked sales deck or presentation in a personalized cold email instead of a plain attachment. You see who opened it, how long they spent, and which slide they stopped on — before you've had a single conversation.

  • Instant view notification with time spent and page count
  • Per-page engagement — know which slide held attention
  • No buyer login required

Someone viewed your document

Just now

Viewer

James Park · VP Sales, NovaTech

Document

Enterprise Sales Deck

Pages

5 of 12

Time

2m 14s

Location

Austin, TX

View details
Sequences

Scale outreach. Track individually.

Running a 500-person sequence? With bulk-created tracked links, every recipient gets their own link. Stop optimizing for open rates and start seeing who actually engaged with your content. Call the people who spent time on your deck yesterday.

  • Bulk link creation — one link per recipient, generated in seconds
  • Per-recipient tracking across any email tool or sequence platform
  • Engagement-ranked priority queue — see your warmest leads at a glance

Enterprise Sales Deck

5 recipients
ContactTimePagesDone

Sarah Chen

Acme Corp

4m 12s8/8
100%

Marcus Rivera

Bolt Inc

3m 45s7/8
88%

James Park

NovaTech

1m 33s5/8
63%

Lisa Thompson

Zenith Co

0m 42s2/8
25%

David Kim

Orbit Labs

0/8
0%
Follow-up

Know the moment they engage.

After the discovery call, send a tracked recap deck — with an embedded Loom walkthrough and a Calendly link to book the next meeting. Know when they forward it internally. Two new viewers from the same company domain is a buying signal most tools can't surface.

  • Multi-viewer detection — "New viewer from Acme Corp"
  • Per-page time tracking across every viewer
  • Embed Loom walkthroughs and Calendly links alongside your documents
  • Real-time Slack and email alerts
NT

NovaTech — Follow-up

Shared by Alex Chen · Account Executive

PDF

Solution Overview

8 pages

Discovery Call Recap

Loom · 4:32

Book Follow-up Call

Calendly · 30 min

New viewer from NovaTech

Austin, TX · via James Park's link

3 min ago
Embeds

More than a document. An experience.

Embed Loom walkthroughs, Calendly scheduling, YouTube demos, and custom links right alongside your documents. Your prospect gets a single link that acts like a micro-site — not a folder of files.

  • Embed Loom, YouTube, Vimeo, and Wistia videos inline
  • Add Calendly, HubSpot, or any scheduling link
  • Include custom links to ROI calculators, demos, or external resources
  • Everything tracked — know which embeds they interacted with
AC

Acme Corp — Proposal

Shared by Alex Chen · Account Executive

PDF

Enterprise Proposal

12 pages

Tracked

Product Demo Walkthrough

Loom · 6:15

Tracked

Schedule a Call

Calendly · 30 min

ROI Calculator

External link

Customer Testimonials

YouTube · 2:48

Tracked

Sarah watched your demo walkthrough

Loom · watched 5:48 of 6:15 (93%)

Just now
Proposal Tracking

See what they read. Not just that they opened it.

Share the proposal as a tracked link, not a PDF attachment. See which pages get serious attention, where they drop off, and when they come back for a second read. Built-in approval workflow lets prospects accept, decline, or request changes right inside the document — no chasing responses over email.

  • Per-page analytics — time, completion, drop-off
  • Return visit detection — know when they re-read
  • Approval workflow with decision notes and timestamped audit trail

Q1 Sales Proposal

Sarah Chen · Acme Corp

Per-page time · total 4m 55s

Cover
8s
Executive Summary
45s×2
Problem Statement
30s
Solution Overview
52s
Pricing
1m 25s×2
Case Studies
38s
Implementation
22s
Terms & Conditions
15s
Accepted2 min ago

Looks good, let's discuss volume discounts on the enterprise tier.

Deal Rooms

One link for every stakeholder.

When the deal involves multiple stakeholders, create a Deal Room — one link for everyone. Add proposals, contracts, case studies, and pricing. See which stakeholders engaged, what they focused on, and who hasn't looked yet.

  • Multi-document rooms with section organization
  • Per-viewer journey tracking
  • Mutual action plan — shared checklist for both sides
Learn more about Deal Rooms
AC

Acme Corp — Enterprise Deal

Shared by Alex Chen · Account Executive

pdf

Q1 Sales Proposal

12 pages

Accepted
pdf

Enterprise Pricing

4 pages

pdf

Case Study — Acme Corp

8 pages

docx

Master Services Agreement

6 pages

Needs approval
Next Steps50%
Review proposal and pricing
Internal stakeholder alignment
Legal review of MSA
Final sign-off
Re-engagement

They came back. You'll know.

A deal went quiet three weeks ago. Then they open the proposal again and spend 6 minutes on the pricing section. That's not a coincidence — something changed on their end. You get the notification in real time. That's your window.

  • Return visit alerts — notified on every new session
  • Timestamp and engagement data on every return visit
  • See exactly what they re-read — which pages, for how long

Activity — Sarah Chen

Q1 Sales Proposal · Acme Corp

Mar 3, 9:14 AM

Viewed 8 pages · 4m 12s · Completed

3 weeks of silence
Mar 24, 10:02 AMReturn visit

Viewed 3 pages · 6m 08s

Pricing · 3m 22sTerms · 1m 50sPricing · 0m 56s

See HummingDeck in action

Measure the one part of BANT every team guesses on: Timing.

Every sales framework says "determine if the timing is right." None of them tell you how. HummingDeck does. When a dormant lead re-opens your proposal at 11pm — unprompted — that's timing you can measure. When they forward it to their CFO a week later, that's the deal accelerating. When they come back to the pricing page after 6 weeks of silence, that's the call your rep should be making.

How to measure timing in your sales process

Simple, transparent pricing

Start free. Upgrade when you're ready.

Free

$0

5 documents, 5 links, 1 room

Starter

$10/mo

25 documents, 50 links each, 3 rooms

Most popular

Pro

$25/user/mo

Up to 10 members, per-page analytics, 15 rooms

Business

$40/user/mo

Unlimited everything, custom domain

See full pricing

Frequently asked questions

How do I know when a prospect opens my proposal?

You get an instant notification by email (and Slack, if connected) the moment someone opens your document. The notification includes which document, how many pages they viewed, and how long they spent.

What's the difference between proposal tracking and email open tracking?

Email open tracking tells you a pixel loaded. HummingDeck shows you which pages they read, how long they spent on each one, where they dropped off, and when they came back. It's content engagement, not inbox behavior.

Can I track who forwards my proposal to someone else?

Yes. When someone forwards your link, new viewers appear as separate entries. If they're from the same company domain, HummingDeck surfaces that — so you can see stakeholder involvement building.

How does bulk link creation work with email sequences?

Upload a CSV of contacts and HummingDeck generates a unique tracked link for each one. Paste those links into your sequence tool. Every recipient gets their own link — engagement is attributed individually, not in aggregate.

Do prospects need to create an account to view my documents?

No. Recipients click the link and view immediately — no login, no app install. For sensitive documents, you can optionally require email verification.

Can I use HummingDeck with my existing CRM?

HummingDeck integrates with Close CRM today, with more integrations coming. You also get real-time email and Slack notifications so engagement data flows into your existing workflow.

Using HummingDeck beyond sales? See how agencies use it as a client portal →

Ready to see what happens after you hit send?

Start tracking your sales documents in minutes. Free plan available — your buyers never need an account.