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Guide · Updated 27 August 2026

Who read my proposal? Here is how to actually know.

The short answer: stop sending the proposal as an attachment. Send it as a page with its own link, and the page can tell you when it was opened, what was read, and when it started being passed around. Attachments go quiet the moment you hit send; a page keeps talking.

A Salesclick deal screen showing the live timeline of a sent proposal: opened on mobile, two sections read with time spent on each, opened again on a second device, and a clicked reply

What a tracked page tells you

  • An email the moment the page is first opened
  • Which sections they read, and how many seconds each one held them
  • When they come back to it, and how often
  • An alert when a second device opens the link
  • The deal moves itself forward the first time they open it
  • An email when they answer, book a time, accept, or pay
The signal most tools miss

The second device is the buying committee forming.

Deals for services are rarely decided by the one person you wrote to. When your link opens on a device it has never seen before, the likeliest story is that your contact forwarded it, or opened it in a room with other people. That is the moment to ask who else is looking and what they care about. Salesclick sends a distinct alert for exactly this, because it is the single most useful thing a sent proposal can tell you, and an attachment can never tell you it at all.

Honest limits

What it deliberately does not do

The page watches itself, not the person. No identity resolution, no following people to other sites, no reselling, one first-party cookie so a return visit counts as the same reader. And nothing counts as an open unless it reads like a human: bots, mail scanners and link previews are filtered out. Fewer numbers, but true ones.

Questions

Fair questions, straight answers

How do I know when my proposal is opened?
Send it as a Salesclick page instead of an attachment. The page tells the server when a person opens it, and you get an email that moment. The deal in your pipeline moves itself forward at the same time, so you never mark it by hand.
Can I see which parts of the proposal they read?
Yes. The page reports reading per section: which sections were opened and how many seconds each one held their attention, plus return visits. You see what landed and what they skipped, which is what to cut or fix next time.
What does it mean when the link opens on a second device?
Usually that your proposal is being passed around: your contact forwarded it to a colleague, or opened it again in a meeting. That is often the first visible sign a buying committee is forming, so Salesclick sends a distinct alert for it. It can also be one person switching from phone to laptop, which is why the alert says so and suggests asking who else is looking.
Do email read receipts or PDF trackers do the same thing?
Not really. A read receipt says an email was opened, not whether the proposal inside was read. Tracked PDF links usually report a download, then go dark. A tracked page reports actual reading, section by section, for as long as the deal is alive.
Does it count bots and link previews as opens?
No. Links get opened by mail scanners and chat link previews all the time, so Salesclick only counts activity that reads like a person. When it says opened, a person looked.
Is this kind of tracking okay with the prospect?
The tracking watches the page you sent, and only that page. Salesclick keeps one first-party cookie so a return visit reads as the same reader. It never follows anyone around the web, never resells data, and needs no cookie banner in their way. You see what they did on your proposal, nothing else.
Does my prospect need an account or an app?
No. They tap one link and the page opens in their browser, on any device. No login, no download.

Related: PDF proposals vs a tracked page · everything the tracking does

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