PDF proposal tracking

Proposal tracking software: know when a client opens your proposal

Drop in a PDF, copy the tracking link and send it to your client by email, through your CRM or in a chat. Enter your email address and we'll let you know when they open your proposal.

  • Upload your PDF proposal
  • Copy the tracking link
  • Send it through any channel
ACME Inc. Client opened your proposal
ACME Inc. Viewing pricing for 2 minutes
ACME Inc. Returned to your proposal

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Know when to follow up and what to discuss

A lack of reply doesn't tell you whether your client has opened the proposal. Opens, page views and return visits help you decide what to ask when you follow up.

01

Nearly 65% of readers return to a proposal

  • If a client returns to your proposal after a few days of silence, follow up and ask what still needs to be agreed.
02

One viewing lasts about a minute

  • With so little time spent reviewing a proposal, key information can be missed. See which pages your client reached so you know what to explain in your next conversation.
03

80% of first opens happen within 24 hours

  • Your proposal hasn't been opened yet? Follow up and check that the message arrived. Once the client opens the document, you'll get a notification.

Source: Sellizer Report 2025

See what your client read. Prepare for the conversation

  • When your client opened the proposal and how often they returned.
  • Which pages they viewed and for how long.
  • Which pages they returned to.
  • Whether they downloaded, printed or forwarded the proposal.

Check whether your client reached the pricing and which pages they spent the most time on. Prepare questions about those parts of your proposal.

See what your client read. Prepare for the conversation

What you get with the full version of Sellizer

  • See what draws attention in your proposal

    Heatmaps show which parts of the document your client spends more time on. Session replay lets you see how they browsed the proposal and what they clicked. Prepare questions about the parts that caught their attention.

    Learn more
    See what draws attention in your proposal
  • Decide who to call first

    Priority helps you decide who to contact first based on your clients' current activity. Engagement keeps the highest level of interest recorded for a proposal, making it easier to find clients who previously spent a lot of time reviewing it.

    Learn more
    Decide who to call first
  • Schedule your follow-up messages

    Write your follow-up emails and choose when they should be sent. Sellizer sends them on schedule, so you don't have to remember to send each message yourself.

    Learn more
    Schedule your follow-up messages

Sellizer is for you if…

You've been here before:

  • You call a client just to ask whether they've read your proposal.
  • You've sent a dozen proposals and don't know which client to contact first.
  • You send a quote and hear nothing, with no way to tell whether the client has opened it.
  • You send follow-ups manually and it's easy to miss the next one.
  • You keep improving your proposals but still don't know which content catches your clients' attention.

In Sellizer, you can check how clients interact with your proposals, decide who to contact first and schedule follow-up messages.

Track proposals in your existing tools with built-in integrations.

How a metal manufacturer improved sales with Sellizer

A manufacturer with over 200 employees introduced Sellizer across three sales departments. Here are the results they reported.

47% shorter sales cycle for won deals.
33% less time spent on calls after sending a proposal.
29% less time spent on leads that did not convert.

Source: Metal manufacturer case study.

How Sellizer helps sales teams every day

quotation mark

Sellizer made it possible for us to increase the pace of customer acquisition by 300% last year thanks to additional knowledge of how customers perceive our proposals. I strongly recommend it to anyone who wants to be more efficient in such a fast-changing business and new technologies environment!

Maciej Zagórowski

CEO Fabryka e-biznesu

stripes
quotation mark

Thanks to Sellizer, I know which parts of my proposals are the most interesting for my customers - it gives me great basis to start a valuable conversation. I can also contact with clients in the best time - when they have my proposal right in front of them. Such combination made it so much easier for me to sell projects.

Damian Rams

Digital Analytics Consultant, DamianRams.pl

stripes
quotation mark

We like clever solutions. Just like in Sellizer, we believe that the time of contact with the customer really makes a big difference, so we decided to integrate our tools. Thus, Sellizer user gets a SMS message about the opening of the proposal and statistics and recipients of their proposals can ask for contact via Callpage widget. Awesome!

Sergey Butko

CMO & Co-Founder Callpage

stripes
quotation mark

Using Sellizer has improved our communication, both within and outside the company. In our internal communication, we use Sellizer to send important documents to ensure that they have not been skipped or missed among many other messages. Moreover, thanks to the use of the tool in communication with potential partners, we can see at what stage our relationship is.

Tomasz Świeboda

Managing Partner Inovo.vc

stripes
quotation mark

LinkedIn is the most important channel for communicating with clients. Sellizer allows me to quickly and conveniently send presentations and proposals, and what’s most important, allows me to react quickly to their opening, analyse interest in them and consequently conduct valuable business conversations. I recommend.

Marcin Małaszuk

Ulam Labs

stripes
quotation mark

Sellizer helps us respond to questions from our customers at the right time. Thanks to that we give added value already at the sales stage which allows us to build a relationship with the customer from the very beginning. This is very valuable to us.

Łukasz Białonoga

CEO LIKE.agency

stripes
quotation mark

Although Sellizer can at first glance be seen as a tool only for sending proposals, I can certainly confirm that it also works for sending sales folders, contracts and other documents. Thanks to this, we have a real-time preview of what is the most valuable to the customer in each document (on which parts they spent most of the time) and what needs to be improved.

Michał Boniecki

COO JetSim & JetZone24

stripes
quotation mark

Sellizer enables a thorough analysis of the customer in terms of interest in our proposal, which helps us save time in the further parts of sales process. When receiving information on how long the customer has been reading each pages of the proposal, I can predict whether the sales process will continue or our proposal is just a market recognition for statistical purposes of the potential customer.

Bartosz Makles

CEO DiSC Polska

stripes
quotation mark

Sellizer has become an inseparable tool for us in communication on several levels. As an intermediary in the logistics industry, we come into contact with both operators and their customers. Sellizer allows us to work with both the first (reporting) and the second (sending proposals) Partners. Thanks to the systematisation and transparency of the activities in Sellizer, we have been able to significantly increase the rate of acquired customers.

stripes
quotation mark

Until now, our knowledge has been ending at the stage of sending the proposal - and thanks to Sellizer - now this is the point where the acquisition of the greatest amount of knowledge about the client begins which allows the marketing team to understand better the needs and match the proposal content to the customers and sales team to contact the customers always at the right time. Thanks to the opportunities that Sellizer gives us, we can everyday increase our chances in a game called sales.

Michał Czuba

Marketing manager

stripes
quotation mark

Very often we wondered why, despite sending a large number of proposals, many of them still remained unanswered. Thanks to Sellizer, we have structured our sales process, organized sending proposals and gained awareness of their quality. Now we can easily track which parts of our proposals are the most valuable for our customers and continuously improve them. I am pleased that with Sellizer we make better use of our time as well as the potential of our customers.

Grzegorz Jaskot

Jaskot

stripes
quotation mark

We sincerely recommend Sellizer. It helps our sales team in daily duties and prioritizing customers. But that's not all. At the department level, it gives us the opportunity to improve the entire sales process based on easily measurable criteria.

Michał Drozda

Sales support manager

stripes
quotation mark

Thanks to Sellizer we have optimized our process of preparing proposals. With data sets we create tailor-made proposals to meet customers’ needs and expectations, which improves the conversion rate. I’d recommend it to anyone!

Sebastian Żarnowski

Customer Services Specialist, Kampanie SEO

stripes

Built on 8 years of B2B sales data

From metalworking and CAD software to smart film, sales teams across industries use Sellizer to see who reads their proposals, when they read them and how they interact with them.

2,000,000+ proposals sent and tracked
1,500+ companies using Sellizer
8 years of proposal-tracking expertise

Selected Clients:

See how Sellizer can support your sales

Book a demo

Frequently asked questions

Can I see whether a client has opened my PDF proposal?

Yes. Upload your PDF and send the generated link to your client. Enter your email address in the form and we'll notify you when they open the proposal.

How do I get a tracking link for my PDF?

Upload your PDF proposal. Once it's uploaded, copy the link and paste it into your message to the client. The file can be up to 25 MB.

Does my client need to install anything?

No. They open the link and view the proposal in their browser.

Where can I send the proposal link?

You can paste it into an email in Gmail or Outlook, a message sent from your CRM, or a chat. Sending the link doesn't require connecting those tools to Sellizer.

Do I need to create an account?

No. You can upload up to 3 proposals and get tracking links for free, without creating an account. To receive notifications when a proposal is opened, enter your email address in the form.

Where can I find the statistics for a proposal uploaded through this form?

Enter your email address after uploading your PDF. We will email you a link to your proposal statistics and notify you when your client opens it. If you skip this step, you will still get a link to share with your client, but you will not receive opening notifications.

What do I get with the full version of Sellizer?

You can view heatmaps and session replays, decide which clients to contact first and schedule automatic follow-ups. Built-in integrations connect Sellizer with your email and CRM.

Can I try the full version of Sellizer?

Yes. Create an account and try the full version of Sellizer free for 14 days. No credit card required.