Project overview
Sending proposals as PDF attachments provides zero feedback. You never know if the client opened it, how long they spent reading, or if they even looked at it. The goal was to turn proposals into smart links with full tracking and automatic CRM synchronization.
The challenge
Sending proposals as PDF gave zero insight into what happens after hitting Send.
No open tracking
No way to know if the client even opened the proposal.
Blind follow-ups
Sales reps followed up without any knowledge of client engagement.
Zero analytics
Impossible to tell if the client read the whole thing or just glanced at page one.
Our solution
Proposals hosted as web pages with unique links, full tracking, and automatic CRM synchronization.
Proposal as a link
Each proposal gets a unique, private link. The client clicks and sees the proposal in the browser — no attachments to download.
Background tracking
The system automatically logs opens, time spent on the proposal, and how far the client scrolled.
CRM sync
When a proposal is opened, the sales rep automatically gets a note in the CRM with details on who viewed it, when, and on what device.
Privacy and expiration
Links are random and not indexed. Proposals have expiry dates — after the deadline, a notice is shown instead of the content.
Describe what you want to improve - quote in 24h
Tell us what you need - automation, integration, AI agent or an app. You get a concrete quote for exactly what you want: what we'll do, what it costs and when it goes live.
Project duration
1 day
Scope of work
Web application + API integration
Technologies
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