Best Proposal Tracking Software (Free and Paid, Compared)

Upload the finished proposal, create a link, send the link instead of the attachment. You get page-by-page reading — which pages were reached, how long each held the reader — plus an email gate, password, expiry and download control, all on the free plan. The free tier is 500MB across 50 files and 50 share links with 12 months of history, which is more retention than any other free tier here. Automated opens are excluded from the counts rather than inflating them, so a scanner opening the link on the recipient's behalf does not read as interest — the reason that matters is set out in are PDF view counts real. Pro is $9/mo and raises the ceilings to 10GB, 500 files and unlimited links, with 24 months of history — the full breakdown is on the pricing page, and the wider comparison of free tiers across the category is in our guide to free PDF tracking tools.

What the free plan includes is worth being specific about, because in this category the free tier is usually a trial in disguise. Page-by-page reading, the email gate, password protection, link expiry, download control and virus scanning on upload are all free, not trial-limited and not time-boxed. Two of those are worth separating out, because no other free plan on this page matches them. Every upload is virus-scanned — none of the ten vendors compared here publishes a malware-scanning claim on any tier, paid ones included. And every view is kept for the full 12 months against Papermark's and Peony's 30 days, so a proposal that goes quiet in March and reopens in June still has a record to compare against. Folders, CSV export, watermarking and real-time open alerts are the Pro features; the free plan gets a daily digest instead. There is no seat model — the limits are on files and links, not on people, so a second person reading the analytics costs nothing.

Open source, and the closest thing to a direct equivalent. The free tier matches ours on document and link count — 50 and 50 — with page-by-page analytics, email capture, password and download control. Where it differs is memory: free keeps 30 days of history and shows only the last 20 views, against our 12 months and every view. Paid starts at €24/mo billed annually for Pro, and Pro still caps view history at the last 1,000 views — Business is where it becomes unlimited.

Design-led, priced per admin with viewers always free, and unusually generous on the free tier: 50 documents with page-by-page analytics, email capture, password protection, link expiry and unlimited visitors. Business is $30/admin/mo billed annually and adds up to 1,000 documents, email authentication, allow and block lists, screenshot protection, a simple NDA, download prevention and drop-off analysis; dynamic watermarking, granular permissions and the countersigned NDA are a tier higher again, on Data Room at $52/admin — the point at which the per-admin model costs several times a flat Pro seat for the same reading data.

The category's reference implementation, now owned by Dropbox. Per-page document tracking is core on every tier — real-time engagement, location, read and forward notifications, and both aggregate and individual dashboards — and per-page reading depth is its signature feature. There is no free plan; the free Send & Track tier was discontinued in March 2025. Personal is $10/user/mo billed annually ($15 monthly), Standard $45 annual ($65 monthly), and the data room tiers run to $180/mo.

A full proposal, contract, quote and payments suite where tracking is one bundled feature. It is the only builder here with a permanent free plan, and the free plan is unusually complete: 60 documents a year, the full editor, unlimited seats, and “real-time tracking and notifications” — the tracking is not held back for the paid tiers. Starter at $19/seat/mo billed annually adds unlimited document uploads and e-signatures; Business at $49/seat/mo billed annually ($65 monthly) adds CRM integrations, approval workflows and custom branding — all charged per seat, where our limits sit on files and links rather than on people.

A dedicated proposal builder with a clear analytics split by tier. Basic ($19/user/mo annual, $29 monthly) includes document tracking and notifications — you are told when a prospect is viewing. Team ($41/user/mo annual, $49 quarterly) adds document analytics: in Proposify's own words, “a timeline of when each recipient opens your document and how much time they spend in each section.” Send limits are per tier — 10 documents a month on Basic, 30 on Team — with per-document overage charges. There is no free plan, only a 14-day trial.

The cheapest builder here that puts section-level analytics on its entry tier rather than behind an upgrade. Every plan tracks when a proposal was “received, opened, read, forwarded, downloaded, and signed” plus which sections the reader spent the most time on. Starter is $13/user/mo annual ($19 monthly) for one seat and 10 documents a month; Premium is $21 annual ($29 monthly) for unlimited seats and 50 documents; Enterprise is $42 annual ($49 monthly) for unlimited sends. No free plan, 14-day trial.

Interactive web proposals with e-signature, payments and CRM integrations, priced per user with no free plan. Page analytics are available on all tiers, which sounds like the broadest coverage on this page — with the caveat above, that a Qwilr page is a section of a Qwilr web document, not a page of a PDF. Starter is $35/user/mo billed annually ($49 monthly), Growth $55 with a five-user minimum, Scale $75 with a ten-user minimum, the upper two annual only.

A straightforward builder with proposal analytics on every tier. Solo is $19/user/mo for five proposal deliveries a month; Team is $39/user/mo with unlimited proposals and sales team stats; Enterprise starts at $500/mo and adds department-level reporting. Its pricing page does not publish an annual rate or state what the analytics measure beyond the label, so the depth is not verifiable from the vendor's own page.

A European builder with unlimited proposals on both tiers, which is unusual in a category that meters sends. Reading its euro prices: Standard is €20/mo for one user, or €12.50/mo billed annually, with statistics and notifications; Premium is €45/mo for five users, or €30/mo billed annually, adding trends, insights and rights management. Its pricing page lists “statistics and notifications” on both tiers without saying what they contain, so treat the depth as unstated rather than absent. No free plan, 14-day trial.

A sales-engagement platform rather than a proposal tool — digital sales rooms, e-signature, video and CRM workflow. eSign is $25/user/mo, but its tracking grid marks document tracking and insights, reporting and sales analytics, deal score and the document timeline as excluded from that tier: all five start at Professional, $49/user/mo billed annually with a five-user minimum. There is no free plan.