For agencies and consultants

Know the moment your client opens your proposal.

Send proposals, pitches and quotes as a link. See who opened it, which pages they read, and the page they stopped on.

Free plan, no card needed. Your team included.
Website redesign proposal
8 pages · Sent to Brightwell · Link is live
Views
9
4 since this morning.
People
3
Two of them you didn't send it to.
Avg. visit
5m 20s
Longest on the pricing page.
Read to the end
2 of 3
One stopped at the timeline.
Time on each pageHover or click a bar
Page 1Most time on page 6
Who opened it3 people at Brightwell
  • DH
    dana@brightwell.co opened it again3rd visit · 7 min on pricing · reading now
  • ML
    marcus@brightwell.co read to the endNew reader at Brightwell · 6 min · 1 hour ago
  • IV
    ines@brightwell.co stopped at page 540 sec · Yesterday

You sent the proposal on Monday. It's Thursday.

A PDF attachment tells you nothing. Did they open it? Did they get to pricing? Did they pass it to the person who signs? So you send "just checking in" and hope.

What you get

Follow up when they're reading, not when you're guessing.

An email the moment it's openedCall while it's on their screen

You get an email when your client opens the proposal, and every return visit shows up in your activity.

Time on every pageSee what they cared about

Seven minutes on pricing and forty seconds on the timeline tells you what the next call is about.

Every reader, by nameFind the person who signs

Turn on email verification and everyone who opens the link confirms who they are, including colleagues your contact passed it to.

Flat rate, from $49 a monthPriced for a small team

Free to start. Founder adds watermarks and NDAs for up to 3 people. No per-seat bills.

In practice

Three people read it. Two of them you never emailed.

Your contact opened the proposal, then two new names from the same company read it the next morning, one of them twice on the pricing page. The decision is being made now. That's when you follow up.

Documents / Share a document
Security

Built for confidential documents.

Exactly what we do to protect your deal, in plain terms.

Read the security overview →
Access-checked files

No file has a public address. Every page request is checked against the viewer's access first.

Verified viewers

An email code, a passcode, an NDA, or a list of approved people.

Watermarks Founder and up

The viewer's email across every page they read.

Download control

Off by default. Readers view in the browser unless you allow a copy.

Permissions Room and up

A separate link per party, limited to the folders you choose. Turn any link off instantly.

Audit log Room and up

Every open, download, invitation and access change, exportable as CSV.

Flat-rate pricing, team included.

Start free, then everything a founder needs to share a deck and see who reads it. No per-seat bills, no per-page fees.

What you get
Unlimited documents

For up to 3 people

FounderCancel anytime
$49/month

Billed monthly, plus tax


Raise capital with confidence
  • Everything in Free
  • Watermarks
  • NDA before reading
  • Per-person history
  • Device and location alerts
  • CSV and PDF reports
  • Full history
Start with Founder

Team included, no per-seat fees. Add-ons: +5 people $99/mo.

Need more rooms, more people or single sign-on? Talk to us about Firm

Proposal tracking FAQ

Anything else? Talk to the founder directly.

How do I know if a client opened my proposal?

Send it as a TalkOctopus link instead of an attachment. You get an email when it's opened, and you can see every visit after that.

Can I see which page of my proposal a client read?

Yes. You see how long readers spent on each page, how far they got, and where they stopped. On Founder, you see it person by person.

Does my client need an account to open it?

No. It opens in their browser. If you turn on email verification, they confirm their email first, so you know who's reading.

Can I stop a proposal being forwarded around?

You can require a verified email, set the link to expire, and turn it off at any time. On Founder, every page can carry the reader's email as a watermark, and readers can be asked to accept an NDA first.

What does it cost for a freelancer or a small agency?

Free to start, no card: 50 documents and 50 links with page-by-page tracking. Founder is $49 a month for unlimited documents, watermarks, NDAs and up to 3 people. Add 5 more people for $99 a month.

What can I send besides proposals?

Anything you'd attach to an email: pitch decks, quotes, case studies, reports and contracts. PDFs, Word and PowerPoint get page-by-page tracking; other files open by download, and every download is logged.

Stop guessing whether they read it.

Start free, or try a data room free for 14 days. We'll set it up with you if you like.