How to track proposal performance

Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.

Introduction

Most proposals get sent and forgotten. You don't know if prospects opened them, which sections they read, or whether they shared them internally. Proposal software tracks everything views, time spent per section, who else viewed it, and when they stopped reading. This data reveals problems. If prospects skip your case studies, they're not compelling. If they bounce at pricing, it's too high or unclear. This chapter shows you how to track proposal engagement, identify patterns in winning vs losing proposals, and use data to optimise templates so more proposals close.

Track proposal opens and engagement patterns clearly

PandaDoc

PandaDoc

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35

per month

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

DocuSign

DocuSign

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14

per month

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

HubSpot

HubSpot

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45

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All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Analyse which sections get read or skipped entirely

Compare winning versus losing proposal patterns

Optimise templates based on performance data findings

Conclusion

Related tools

PandaDoc

Rating

Rating

Rating

Rating

Rating

From

35

per month

PandaDoc

PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.

DocuSign

Rating

Rating

Rating

Rating

Rating

From

14

per month

DocuSign

DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.

HubSpot

Rating

Rating

Rating

Rating

Rating

From

45

per month

HubSpot

All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.

Related wiki articles

Win rate

The percentage of proposals sent that result in a signed contract.

Lead capture rate

The percentage of engaged website visitors who submit their contact information and become leads.

Further reading

Proposal templates

Proposal templates

Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.