See what clients read before you follow up.
Leaving PandaDoc doesn't mean giving up proposal tracking. Share a link and see opens, time per page and scroll depth. If you use DocuSign for signing, keep proposal review and signatures in the same tool.
20-minute call · top 3 templates rebuilt free · run both tools side by side
Is the client reviewing scope or pricing?
Use page-level engagement to prepare your next conversation. See whether the pricing page was opened and how long it was viewed. An email gate asks viewers to identify themselves before reading.
Leaving PandaDoc
Keep visibility into proposal views
Using DocuSign
Review proposals and sign in one tool
Following up with a client
See time spent on scope and pricing
Share a link. See who reads it.
Set who can open the proposal, whether they can download it and when the link expires.
Tracked sharing links
Generate a unique URL for any document. Share it via email, Slack, or anywhere. Every open is tracked.
Page-by-page analytics
See time per page and scroll depth. Check whether a client reached your pricing page before following up.
Email gate
Ask viewers for an email address before opening the document, so views have a contact attached.
Password protection
Add a password for sensitive documents. Only people with the password can view.
Watermark overlay
Add a diagonal watermark to deter screenshots and unauthorized sharing. Visible on screen and print.
Expiry dates & view limits
Set documents to expire after a date or number of views. Revoke access anytime.
Download control
Choose whether viewers can download a PDF copy or only view in the browser.
Real-time notifications
Get an email the moment someone opens your document. Know who, when, and from where.
Engagement dashboard
View count, unique visitors, average time spent, completion rate, and device/country breakdown.
From proposal to tracked link in 3 steps
Create a link
Open any document, click Share, and choose "Create Tracked Link". Set your access controls — email gate, password, expiry, watermark.
Share it
Copy the link and send it however you want — email, Slack, text, LinkedIn message. Recipients click and view instantly.
Track engagement
See who opened, when, how long they spent on each page, and whether they finished reading. Get notified in real time.
Plan the switch around what you send
| Plan | Use it to |
|---|---|
| Free · $0 | Test a rebuilt template with 5 documents a month. |
| Starter · $12/user/mo | Send unlimited proposals and contracts with your branding. |
| Business · $29/user/mo | Add page-level engagement, exports and bulk send. |
Paid prices per user/month, billed annually. No per-envelope fees. Compare plans
For proposals, contracts and renewals
New business proposals
See which proposal pages a prospect opened before your next sales call. Keep the scope, price and signature in one tool.
Client contracts
Share contracts with external counsel. Watermark confidential documents. Revoke access after review.
Retainer renewals
Share the revised scope and monthly fee. Check whether the client has viewed the new terms before sending a reminder.
Try tracking with a proposal you already use
We rebuild your top 3 templates free. Run ZSign alongside PandaDoc or DocuSign and test a tracked link before moving your team. Export signed PDFs and audit trails to keep access when you leave.
20-minute call · top 3 templates rebuilt free · run both tools side by side