Proposal Tracking
for your industry
General Contractors
Roofing Contractors
Commercial Landscaping
Plumbing Contractors
Electrical Contractors
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Focus your proposal efforts on prospects that are engaging with your documents.
Recognize Interest
Know what page of the documents your prospect is spending time on so you can have better discussions.
Client Experience
Follow-up with your potential leads in a timely manner to land the contract an avoid abandoned proposals.
Commercial or self-employed you need to understand stand which proposal is being reviewed for a conversation.
We understand writing an effective proposal showing the reasons why your company is uniquely qualified to solve these issues takes time and demonstrating courtesy upon follow up can make the difference between you and other competitors that abandon their time invested with potential projects.
The first impression of your proposal is a key part of the project estimate to present your case for services offered. Making sure the problem is stated and the decision maker actually reviewed it is important.
Your time is valuable and commercial industry quotes can absorb valuable on-site project time.
Once the proposal has been crafted to display the impact of the problem the next step lies and showing how the proposal will solve these problems in your commercial offer. The pricing information section and details on the amount of work to be completed upon acceptance of the project will most likely be the sole focus of the proposal document reader.
Did they spend time in a certain area on that PDF or document sent? Your company needs to continue working on projects that are at hand without constant monitoring of email replies that may end up being lost or forgotten about.
Sometimes a business needs to focus on a single task such as "was the proposal reviewed?"
You may have tried a version of bloated software that can be overwhelming or expensive with many options that may not be needed to verify the simple task of reviewing a document to move forward.
Understanding the timeline of your proposal sent can assist you in following up quickly with potential clients that are engaged and abandoning those that are not.
We understand the importance of ensuring your documents are being reviewed in a timely manner so that you can choose which potential lead to focus on.
PRICING
Choose your best plan
Monthly
Yearly
Free
2 Files / 75MB per file
$0
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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Pro
5 Files / 75MB per file
$19
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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Elite
600 Files / 75MB per file
$29
user/month
Secure File Viewer
Real -Time Notifications
Aggregate Dashboard
Branded Links
White Label File Viewer
O365/Outlook, Chrome Extension
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