Built for agenciesCreative, marketing, web, and consulting teams.
How to know if a client opened your proposal.
When follow-up timing matters, guessing hurts. TeamlyApp helps agencies see proposal opens, timeline activity, and per-viewer signals so you know when a buyer is actually engaged.
- See proposal opens in a clear timeline
- Track activity per viewer to spot active stakeholders
- Use real signals to time follow-ups better
- Deliver through a branded portal instead of messy email threads
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
Why agencies care about proposal open signals
The goal is not just knowing a proposal was opened — it is knowing what to do next.
Follow-up timing
Reach out when the proposal is active instead of guessing after silence.
Stakeholder visibility
See when multiple reviewers are involved in the decision.
Forwarded proposals
Keep a cleaner view of engagement when proposals move beyond one inbox.
Branded delivery
Make the review experience feel more polished than an email attachment.
Tip for higher close rates
Use tracking signals to follow up with context instead of sending another generic “just checking in” email.
Built for agency new business
Send proposals fast, keep delivery polished, and follow up using real buyer signals.
Looks premium by default
Templates + brand kit help your proposals and SOWs match how you present your agency.
Proposal-to-SOW handoff
Move accepted work into a cleaner approval and record-keeping flow without losing context.
Proposal open tracking FAQ
Can I know if a client opened my proposal?
Yes. TeamlyApp shows proposal opens in a timeline and surfaces per-viewer activity so you can see when stakeholders are engaging with the proposal.
Do clients need an account to view?
No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
How do approvals work?
Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
Can I export a PDF for my records?
Yes. TeamlyApp is export-first: export PDFs anytime so your work is always portable.
Will this replace my CRM or project tool?
No. TeamlyApp is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.
Create your agency workspace
Start with proposal tracking, branded portals, templates, alerts, and team controls.