Know the Moment Your Proposal Is Opened: Proposal Tracking Software
Stop sending proposals into the void. See exactly when a client opens yours, and which pages they actually read.
Key takeaways
- Get a text the moment your client opens the proposal
- See which pages they read and how long they spent
- Time spent on pricing is a buying signal you can act on
- Follow up on real engagement instead of a guess
This is the feature that changes how you sell. When you send a proposal as a live link instead of a PDF, AdvisorPitch tracks how your client engages with it.
The moment they open the proposal, you get a text alert. From there, the Analytics view shows which pages they read, how long they spent on each, and which sections they returned to. If a client lingers on the pricing page, that is a buying signal you can act on immediately.
That visibility solves the oldest problem in proposals: knowing when to follow up. Instead of guessing or nagging on a fixed schedule, you reach out when the data says the client is engaged. It is the difference between following up blind and following up with facts.
Every open, every page, every timestamp is captured, so your follow-up is always timed to real interest rather than hope.
