Proposal tracking for agencies
Stop guessing whether they read it.
Closewatch turns the proposal PDF your agency already sends into a tracked link. You see which client opened it, how long they spent on your pricing, and whether it reached the person who signs, so you know which deal to chase this week and which one to let go.
Free to start · Your client installs nothing · Revoke any link at any time
Proposals
3 open deals · 1 running hot
6 new opens across 2 proposals since yesterday
Northwind Studio
Brand identity
$18,000hotViewed 4 times · 3m 20s engaged · 3 readersShared with 2 other people
Halden & Co
Website rebuild
$24,500warmViewed twice · 1m 09s engaged · 1 readerPrinted it
Meridian Labs
Q3 retainer
$9,000coldNot opened yet
“Just following up on that proposal”
You send the PDF and the line goes dead. Was it read? Did it reach the person with the budget? Did the number scare them, or did it never get opened at all? Run five of those at once, one per client, and every follow-up is a guess: sent too early, too late, or to the wrong person entirely.
A tracked link answers it. Not with a vanity open-rate, but with the handful of things that actually predict a close.
- Who opened it
- Qualified reads only. Bots and link previews are filtered out before anything counts.
- How long on pricing
- Per-page dwell time, so you know whether they studied the number or skipped past it.
- Who else saw it
- A second reader on a one-person link means it reached a budget holder. That is your call to make.
How it works
Three steps, and none of them change how your agency sells.
01
Upload the PDF you already send
Any proposal up to 25 MB. Nothing to rebuild and no template to adopt. It is the same document you were about to email.
02
Send one link per recipient
Your client clicks it and reads the proposal. No account, no plugin, nothing to install. That separate link per person is what tells you who actually read it.
03
Call the deal that is running hot
Opens, time on pricing, forwards, prints. Your pipeline sorts itself, so the client worth a call today is the one at the top of the list.
Dana at Northwind
getclosewatch.com/p/8fJ2qX…
Expires Oct 30
One link per recipient. That is how you tell who is reading, and your client just sees the proposal.
Attention, page by page
See exactly where they slowed down.
Closewatch measures visible attention on every page, so a proposal is not one number but a shape. Tag your pricing page and it gets tracked by name, because two minutes there means something very different from two minutes on your cover.
Two minutes on pricing is the whole message. That is a call to make today.
Forwarding
Know when it reached the person who signs.
One link per recipient is the whole trick. When a link you sent to one person is opened by a second and a third, the proposal is being circulated internally. That is the clearest sign a deal is moving that you can observe from outside the room.
- 1m 12s
Dana at Northwindprinted
2h ago · Chrome · macOS
- 48s
Reader 2forwarded from Danadownloaded
1h ago · Safari · iOS
- 1m 40s
Reader 3forwarded from Danadownloadedprinted
40m ago · Chrome · Windows
One link went to Dana. Three people read it, so it reached the people who sign.
Intent, explained
A score that shows its working.
Repeat opens, pricing dwell, depth of read, forwards, downloads and prints all add points on a fixed scale. No model and no black box. Every proposal lists the reasons behind its own number, because the reasons are what you act on.
- Shared with 2 other people+25
- 2m 14s on pricing+25
- Opened 4 times+20
- Printed it+18
For agencies
Built for a pipeline with a dozen clients in it.
One proposal is easy to keep in your head. Nine of them across six clients, each with a different person reading it, is a pipeline — and that is where a tracked link stops being a curiosity and starts deciding where your week goes.
- Grouped by client
- Every proposal rolls up under the client it belongs to, so you read an account rather than a folder of files.
- One link per stakeholder
- The ops lead and the founder get their own links. When the ops lead’s picks up a second reader, you know it went upstairs.
- Ordered by what to do next
- The list sorts by intent, so Monday starts with the deal worth a call and not the one you happened to remember.
Pricing
One recovered deal pays for a decade of this.
Start free and send a real proposal through it. If the first one tells you something you did not know, the rest is nineteen dollars.
Free
$0
Two live deals at a time, with nothing switched off.
- 2 proposals being read at a time, and unlimited sending
- Drafts you are still preparing do not count
- Tracked links, intent scoring, page attention
- Forwarding detection and email alerts
- Grouping by client, search and heat filtering
- Full history, nothing expires
Solo
Recommended$19/mo
For the person sending every proposal at a small agency.
- Unlimited proposals live at once
- Tracked links, intent scoring, page attention
- Forwarding detection and email alerts
- Grouping by client, search and heat filtering
- Full history, nothing expires
Studio
$49/mo
For an agency team working one pipeline together.
- Everything in Solo
- 3 seatssoon
- Slack alertssoon
- Your own domain on share linkssoon
Choosing Solo asks you to sign in first, because a subscription has to attach to an account, and then takes you straight to checkout. You can also start free and upgrade later the day two proposals stop being enough. Solo is billed by Stripe; cancelling is one click in their portal and never touches what you have already sent.
Weighing it up
How this compares to what you were going to buy.
Each of these is a good product and each of them is a bigger purchase than this one. The pages say where they win, not just where we do.
Closewatch vs Proposify
Proposify asks you to write your proposals in Proposify. Closewatch tracks the one you already designed.
Read the comparisonClosewatch vs PandaDoc
PandaDoc is a document platform with tracking in it. Closewatch is the tracking, without the platform.
Read the comparisonClosewatch vs DocSend
DocSend does more than Closewatch and costs more than Closewatch. The question is whether you need the rest of it.
Read the comparison
Or read how this works for agencies and fractional executives.
Questions
The things people ask first.
Does my client have to install or sign up for anything?
No. They get a normal link and the proposal opens in their browser. No account, no plugin, no app. As far as they are concerned you sent them a PDF.
Will they know they are being tracked?
Yes. The viewer carries a line saying the sender is told when the document was opened, which pages were read, and whether it was downloaded or printed, with a link to exactly what is recorded. It is one quiet line above the first page, not a banner.
That is deliberate. A proposal you are proud of does not need to be read in secret, and the conversation it opens — “let me know if the pricing page needs work” — is the same one you would have had anyway, from the other end. It is also the difference between a tool a client would shrug at and one they would resent finding out about later.
How do you know a real person read it and not a scanner?
Two filters. Known bots and link-preview fetchers are identified and excluded outright, and a visit only counts once it has accumulated three seconds of visible attention, the line between a scanner fetching a page and a person reading it. Everything on your dashboard is drawn from those qualified reads only.
How can you tell it was forwarded?
You create one link per recipient. If a link you sent to one person is opened by a second and third distinct reader, it travelled, which usually means it reached someone with budget authority. That is the strongest single signal Closewatch scores, and the one worth acting on fastest.
Does it work across all my clients, or one deal at a time?
All of them. The dashboard groups proposals under the client they belong to, so an agency running nine deals across six clients reads six accounts rather than nine files, and search, heat filtering and sorting work across the lot. Seats for a team are still to come; today one account holds the whole pipeline.
What is the intent score, really?
A rules-based tally rather than a model, and it shows its working. Repeat opens, time on your pricing page, depth of read normalised by document length, forwarding, downloads and prints all add points on a fixed scale. Every proposal lists the reasons behind its own score. A number on its own is a horoscope; “they came back Tuesday and spent four minutes on pricing” is something you can act on before lunch.
Can I take a link back?
Any link can be revoked the moment you want it gone, and it stops opening immediately. Links also expire on their own after 60 days, so an old one cannot circulate forever. Revoking keeps everything it already recorded.
What happens to a deal that falls through?
Mark it lost and it moves to Closed, out of your pipeline, keeping every visit, reader and page it collected. What a deal you did not win was read for is worth knowing, and you can reopen it if the client comes back.
What happens when I hit the free limit?
Nothing you have already sent stops working. Two proposals can be active at once on the free plan; a third needs one of them closed, or a paid plan. Links you have already sent keep tracking either way, because a proposal going quiet on your side is not a reason to break a link sitting in a client’s inbox.
How do I cancel?
One click in Settings, which opens Stripe’s billing portal. The plan runs to the end of the month you have paid for and then stops. What happens next is the same as if you had never upgraded: nothing is deleted, every proposal stays readable, every link you have sent keeps tracking, and you simply cannot start a new proposal until you are back within the free limit.
What can I upload?
Any PDF up to 25 MB. Closewatch reads the page count on upload so it can measure attention page by page; tag which page is your pricing and it will track that one specifically.
Your next follow-up could be an informed one.
Upload a proposal, send the link, and watch what happens. It takes about a minute, and the next time a client goes quiet you will know why.
Get started