Total Proposal Views
Measure how many tracked page views a published proposal receives.
● Proposal Analytics for Google Workspace
Turn Proposal Selling into a Measurable Process Track Engagement KPIs and Improve the Template
Use consistent Google Workspace proposal templates, measure how clients engage with each published proposal, and apply what you learn to the next version.
Google Docs™Google Sheets™Google Slides™Built for agencies
Templify proposal dashboard
See proposal KPIs
"Standardize the proposal, observe engagement, improve the next version."
42proposal views
7unique visitors
03:18avg. page time
1tracked link
Workflow
Build a Repeatable Proposal Improvement Process
Create a simple feedback loop around templates and observable client engagement.
Features
Proposal KPIs Templify Can Measure
Engagement metrics help diagnose the document experience; revenue and close-rate KPIs should be joined from your sales records.
Unique Visitors
Separate overall viewing activity from the number of distinct visitors recorded for the proposal.
Latest View and Return Activity
See when the proposal was last viewed and use total activity to identify repeat review.
Time Spent per Page
Compare average and total engagement across proposal pages to find attention gaps.
Devices, Browsers, and Referrers
Understand the technical context and traffic sources associated with proposal views.
Template Improvement Signals
Use recurring page-engagement patterns to form testable ideas for shortening, clarifying, or reordering the proposal.
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
Start Collecting Proposal Engagement Data
Free
For testing the workflow
$0forever
- 5 proposal actions per month
- Tracked proposal publishing
- Analytics collected for later access
- 7-day proposal links
Full Analytics
Pro
For measuring recurring proposal work
$19/month
- Unlimited monthly proposal actions
- Up to 50 active published proposals
- Full engagement analytics
- Time per page
- Custom expiry dates
- Cancel anytime
Proof
How Teams Use Proposal Analytics
“We finally have a real sales process: one master template, one click to personalize, one tracked link out, analytics reviewed every Friday.”
“Every proposal my team sends now starts from the same template and goes out as a tracked link.”
“Now I see the exact moment a client opens the link and which pages they revisit.”
FAQ
Proposal KPI Questions
Which proposal KPIs does Templify track?
Templify tracks total views, unique visitors, last-viewed time, views by day, devices, browsers, referrers, and average and total time spent per page.
Does Templify track proposal conversion rate?
No. Templify tracks proposal engagement rather than signed or won deals. Calculate conversion rate by combining Templify activity with outcomes from your CRM or sales records.
How do I calculate proposal conversion rate?
Divide the number of accepted or won proposals by the total number sent during the same period, then multiply by 100. Keep the definition and period consistent when comparing results.
What does time spent per page tell me?
It shows where readers spent time, but it does not explain why. Compare patterns across multiple proposals before changing a template.
Which proposal metrics should I review together?
Review opens, unique visitors, return activity, and page engagement alongside response time, accepted proposals, deal value, and reasons won or lost from your sales records.
How can I improve a proposal using engagement data?
Form a specific hypothesis from repeated behavior, change one meaningful section, and compare engagement and sales outcomes across a reasonable number of future proposals.
Can analytics prove that a proposal section caused a sale?
No. Engagement analytics reveal associations and behavior, not causation. Use them to guide tests rather than declare certainty.
Why use a standardized proposal template?
A consistent baseline reduces uncontrolled differences between proposals, making recurring engagement patterns easier to interpret while placeholders preserve client relevance.