See Whether a Client Viewed the Proposal
Check total views, unique visitors, and the most recent view before deciding when to follow up.
● Google Workspace Proposal Tracking for Agencies
Create, Publish, and Track Client Proposals from Google Workspace
Create, publish, and track client proposals from Google Docs, Slides, and Sheets — built for agencies using Google Workspace. Replace proposal guesswork with reusable templates, tracked links, and engagement signals before your next follow-up.
Google Docs™Google Sheets™Google Slides™Built for agencies
Templify proposal dashboard
See the Google Docs proposal workflow
"Personalize, publish, and track a client proposal from Google Workspace."
42proposal views
7unique visitors
03:18avg. page time
1tracked link
Workflow
How Templify Works
Turn the proposal workflow you already use into a measurable process.
Features
Proposal Analytics for Your Existing Google Workspace Files
Keep creating in familiar tools while adding the visibility that email attachments cannot provide.
Understand Proposal Engagement by Page
See average and total time spent on each page to understand which parts of the proposal receive attention and which may need improvement.
Personalize Documents Without Manual Find and Replace
Fill repeated {{placeholders}} across Docs, Sheets, Slides, and Forms from one sidebar, reducing repetitive edits and avoidable client-detail mistakes.
Share a Web Link Instead of an Attachment
Give clients a browser-based proposal with a PDF download. Set an expiry date or unpublish the page when it should no longer be available.
Reuse the Proposal Templates Your Team Already Knows
Create each personalized file from a copy so the master stays intact and every client proposal starts from the same approved source.
Publish Only What You Choose
Personalization happens in your Google files. Templify hosts only the proposals you explicitly publish, and you can control access with expiry dates and unpublishing.
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 Free, Then Add Unlimited Proposal Workflows
Free
For testing the complete workflow
$0forever
- 5 proposal actions per month
- Personalize Docs, Sheets, Slides & Forms
- Publish tracked proposal webpages
- Proposal pages expire after 7 days
- Analytics are collected for later access
Most Popular
Pro
For freelancers & teams who sell with proposals
$19/month
- Unlimited monthly proposal actions
- Up to 50 active published proposals
- Full analytics: views, unique visitors, devices & referrers
- Per-page engagement insights
- Custom expiry dates & one-click unpublish
- 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. My close rate is up by about a third, and I never feel like I'm begging.”
“We finally have a real sales process: one master template, one click to personalize, one tracked link out, analytics reviewed every Friday. We rewrote our pricing section because the data showed nobody was reading past page two.”
FAQ
Frequently Asked Questions
What is Google Docs proposal tracking?
Google Docs proposal tracking shows what happens after a proposal is shared. Templify publishes a Google Workspace document as a tracked webpage and reports views, unique visitors, last-viewed time, devices, referrers, and engagement by page.
How do I track whether a client viewed my Google Docs proposal?
Personalize the proposal with Templify, publish it, and send the generated link. Templify records total views, unique visitors, the latest view, and time spent on each page for review in the add-on.
How can proposal analytics improve client follow-up?
Proposal analytics help you distinguish an unopened proposal from one that has been reviewed several times. You can use the timing and page-engagement data to choose a more relevant follow-up, but engagement does not confirm that a client intends to buy.
Does a client need a Google account to view a Templify proposal?
No. A published proposal opens as a webpage in the client's browser without requiring a Google account. The page also provides a PDF download.
Can I expire or unpublish a client proposal?
Yes. You can give a published proposal an expiry date or unpublish it from Templify. Free-plan proposal pages expire automatically after seven days; Pro supports custom expiry dates.
What is included in Templify Free and Pro?
Free includes five proposal actions per month, Google Workspace document personalization, tracked webpage publishing, and seven-day proposal links. Pro removes workflow limits and reveals full proposal analytics with custom expiry controls.
Can I cancel my Pro subscription anytime?
Yes. Cancel in a couple of clicks from the built-in customer portal — you keep Pro until the end of your billing period and drop back to the free plan after that. No lock-in, no cancellation fees.
Is my document content private?
Personalization happens inside your Google files. Only proposals you explicitly publish are hosted by Irvito and served over HTTPS. You can limit availability with an expiry date or remove access by unpublishing.