How to know if your proposal was opened
Replace "did they even see it?" with a per-person engagement timeline.
4 min read · Updated 2026-06-22To know if your proposal was opened, send it as an email-gated Indy link instead of a PDF attachment. Indy shows a per-recipient open timeline (who opened it and when), a heat score for how engaged the account is, and forward detection when the link reaches a new device — so you can tell a stalled deal from a hot one and follow up at the right moment. Free for your first three.
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.
FAQ
Can I see which parts of the proposal they read?
Yes. Beyond opens, Indy shows where recipients spend their time, so you can lead your next call with whatever they cared about most.
Will the recipient know it's tracked?
Access is email-gated, so recipients verify before viewing — it's a professional, identified link, not a hidden tracker. You control the branding and can white-label it on paid plans.
What if several people need to see the proposal?
Add each by email or allow their company domain. Indy tracks engagement per person, so you see each stakeholder separately.
Try it on your next artifact
Paste a Claude artifact, get a secure tracked link in seconds. Free for your first three.
Start free