Proposal Analytics
Proposal Tracking Software: Know the Moment a Client Opens It
Stop sending proposals into the void. Get a text the moment yours is opened, and see exactly which pages they read.
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The blind PDF is the problem
When you email a proposal as a PDF attachment, you go blind the moment you hit send. You cannot tell if it was opened, skimmed, or ignored, so your follow-up is a guess. AdvisorPitch replaces the dead PDF with a live, branded link you can actually watch your client read.
A text the second they open it
The instant your client opens the proposal, AdvisorPitch sends you an SMS. No more refreshing your inbox or wondering whether it landed. You know, in real time, when the deal is in front of them.
See what actually held their attention
The analytics view shows which pages they read, how long they spent on each, and which sections they returned to. Extended time on the pricing page is a buying signal. A prospect who reopens the proposal from a new device is often sharing it with a decision-maker. You follow up on facts, not hope.
Availability: Read analytics and the SMS open-alert are included on every AdvisorPitch plan, including Starter at $79/mo.
Frequently asked questions
Does AdvisorPitch really text me when a proposal is opened?
Yes. When a client opens your proposal link, AdvisorPitch sends an SMS alert in real time, so you know the exact moment to follow up. This is included on every plan.
What can I see in the proposal analytics?
You can see who opened the proposal, which pages they read, how long they spent on each, and which sections they revisited, so you can time your follow-up to genuine engagement.
Is proposal tracking available on the cheapest plan?
Yes. Read analytics and the SMS open-alert are included on every plan, including the $79/mo Starter plan.