Guide · Updated 27 August 2026

Send the proposal as a link. Not a PDF.

The short version: a proposal sent as a page with its own link opens in one tap on any device, reports back what happened, and stays editable after you send it. Here is the whole flow in three steps, and answers to the questions that usually follow.

A Salesclick proposal page as the prospect sees it: a dark personal page addressed to one named reader, opened from a link
How it works

From brief to a link they are reading, in minutes.

1

Write a two-line brief

Who it is for, and what you would fix for them. Salesclick's AI drafts the page from that and from your own services, in your words.

2

Make it yours

Edit any block, set how it closes (a yes button, a few times to pick, an agreement, or a payment), and check the preview. Nothing sends until you send it.

3

Send the link, then watch

Drop the link in your own email or message. From then on the page reports: opened, what they read, when they came back, and when a second device joins.

Questions

Fair questions, straight answers

How do I send a proposal as a link instead of a PDF?
Put the proposal on a web page with its own private address and send that address. In Salesclick you write a short brief, the AI builds the page for that one prospect, and you get a link to paste into your email or message. The client taps it and reads; no attachment, no download, no account.
How do I track a proposal link?
The page does it for you. It records the first open (you get an email that moment), which sections were read and for how long, return visits, and when the link opens on a new device. Everything lands on the deal's timeline in Salesclick, and bots and link previews are filtered out so the numbers mean a person.
How do I know if a client actually read my proposal?
Reading time per section is the honest measure. An open tells you the email worked; sections held for minutes tell you which parts of the offer earned attention, and the parts they skipped tell you what to cut next time.
Can the link be on my own domain?
Yes. Connect your domain in Settings and sent links live on it, for example go.yourfirm.com/their-name, so the client sees your name in the address bar, not a tool's.
What if I need to change the proposal after sending?
Edit the page. The link stays the same and shows the current version, so a typo or an updated price never means a v2 attachment chasing the first one through an inbox.
Is the proposal link public?
No. Each page is private and unlisted: it lives at a long unguessable address, is never indexed by search engines, and Salesclick tells crawlers to stay out of sent pages entirely.

Related: who read my proposal? · PDF proposals vs a tracked page

Your next proposal, as a link.

Write the brief, check the page, send it, and know what happens next.

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