Tracking proposal opens and reads

Every proposal share link is tracked at the section level. You see what the client looked at, for how long, and where they bounced.

What gets tracked

• First open — date + time the magic link was first loaded
• Total opens — number of distinct view sessions (deduplicated by hashed IP, not raw IP)
• Time per section — how long the client spent reading each section
• Scroll depth — how far down the page they got
• Comments left — inline feedback they added

Where you see it

Three surfaces:

1. Pipeline card — the proposal card on /dashboard shows a small "viewed" indicator and the open count
2. Engagement panel — the right-hand sidebar in the editor shows section-by-section heatmap and last-viewed timestamps
3. Notifications — first open and first signature trigger in-app notifications + an email digest if enabled in settings

What it doesn't track

• We do not store raw IP addresses (privacy by default — see our DPA)
• We do not record screen recordings or mouse heatmaps
• We do not share engagement data with anyone outside your agency

When to act on it

• Opened but didn't reach pricing — the proposal is too long or the value isn't landing in the first sections. Tighten the executive summary.
• Spent ≥10 minutes on pricing — they're seriously evaluating. A nudge with "happy to talk through the scope" lands well at this point.
• Opened from multiple IPs — they forwarded it to a stakeholder. Higher signal of intent; consider a check-in.

Sample proposals

Engagement tracking is disabled on sample proposals. They're demo content that never get sent to real clients, so there's nothing to track.