How to know if your proposal was opened

Why an emailed PDF tells you nothing

Attach a proposal to an email and it vanishes into a black box. You don't know if it was opened, skimmed, ignored, or forwarded to the person who actually signs. So you follow up blind — too early and you're pushy, too late and the deal's gone cold.

A tracked link turns that silence into signal.

Send it as a tracked link instead

• Publish the proposal to Indy (paste the HTML or upload it) and add the recipient by email.
• When they open it, you see the exact time — and every open after that.
• A heat score summarizes how engaged the account is, so you can rank who's warm.
• Forward detection flags when the proposal is opened from a new device — often the sign it reached the economic buyer.

Turn engagement into the right follow-up

The point isn't surveillance — it's timing. When you can see that a prospect reopened the pricing section twice this morning, you follow up today with the right message, not a generic "just checking in" next week.

And when a champion forwards your proposal to their VP, you know your deal just multi-threaded — and you can arm that champion to sell for you.