Confirm the Proposal Was Viewed
Distinguish an unopened proposal from one that has already been reviewed before sending another message.
● Proposal Tracking for Google Workspace
Stop Guessing After You Send a Proposal Follow Up with Context
Templify turns your Google Workspace proposal into a tracked webpage. See whether it was viewed, when the client returned, and which pages received attention before you follow up.
Google Docs™Google Sheets™Google Slides™Built for agencies
Templify proposal dashboard
See proposal engagement in action
"Know whether the proposal was ignored, opened, or reviewed more than once."
42proposal views
7unique visitors
03:18avg. page time
1tracked link
Workflow
How Templify Improves Proposal Follow-up
Replace generic check-ins with follow-up informed by observable engagement.
Features
Proposal Engagement Signals for Better Follow-up
Templify cannot tell you what a client is thinking. It gives you evidence that makes the next step less speculative.
See When Interest Returns
Use the latest-viewed time and total views to notice when a client returns to the proposal.
Find Pages Receiving Attention
Review average and total time per page to identify the sections a client spent time reading.
Understand How the Proposal Was Accessed
See device, browser, and referrer information alongside proposal activity.
Control Proposal Availability
Set an expiry date or unpublish a proposal when pricing, scope, or availability should no longer remain public.
Give Clients a PDF Option
The published webpage includes a PDF download for clients who prefer a document copy.
Positioning
Built for the proposal workflow agencies already run in Google Workspace.
Create, publish, and track client proposals from Google Docs, Slides, and Sheets — built for agencies using Google Workspace.
Buyer
Agency owners and small client-service teams using Google Workspace.
Core pain
Proposals take too long, revisions are manual, and clients disappear after receiving them.
Promise
Send better proposals faster and know when clients engage.
Pricing
Test the Complete Follow-up Workflow Free
Free
For trying tracked proposal links
$0forever
- 5 proposal actions per month
- Publish tracked proposal webpages
- Proposal pages expire after 7 days
- Analytics are collected for later access
Most Popular
Pro
For professionals who follow up on proposals
$19/month
- Unlimited monthly proposal actions
- Up to 50 active published proposals
- Full proposal analytics
- Engagement by page
- Custom expiry dates
- Cancel anytime
Proof
What Templify Users Say
“I used to send proposals as PDFs and wait. And wait. Now I see the exact moment a client opens the link — last month a prospect read my pricing page four times in one afternoon, so I picked up the phone and signed them the next morning.”
“My follow-ups used to be 'just checking in' emails sent into the dark. Now I only reach out when Templify shows a fresh view.”
“We finally have a real sales process: one master template, one click to personalize, one tracked link out, analytics reviewed every Friday.”
FAQ
Proposal Follow-up Questions
How do I know whether a client opened my proposal?
Publish the proposal with Templify and send the generated link. Templify records views, unique visitors, and the latest view for the proposal.
Can proposal tracking tell me whether a client will buy?
No. Proposal engagement shows observable viewing behavior, not purchase intent. Use it as context for follow-up rather than proof that a client is ready to buy.
What proposal engagement metrics does Templify track?
Templify tracks total views, unique visitors, last-viewed time, devices, browsers, referrers, and average and total time spent per page.
Does the client need a Google account?
No. Published proposals open in a browser without requiring the client to sign in to Google.
Can clients download the proposal?
Yes. Each published proposal page includes a PDF download.
Can I stop access after sending?
Yes. Set an expiry date or unpublish the proposal from Templify.
What happens to free-plan proposal links?
Free-plan proposal pages expire automatically after seven days. Pro supports custom expiry dates.
Can Templify send follow-up emails automatically?
No. Templify supplies proposal engagement data that you can use when planning your own follow-up.