Built for agenciesCreative, marketing, web, and consulting teams.
Proposal tracking that tells you who opened — and when to follow up.
TeamlyApp is proposal software with tracking built for agencies. Create a polished proposal fast, send it in a branded portal, and use timeline + per-viewer signals to follow up with timing instead of guesswork.
- See opens and engagement in a clear timeline
- Per-viewer tracking so you know which stakeholder is active
- Branded portal delivery with access controls
- Move accepted proposals into a clean SOW handoff
No credit card required.|
Workspaces unlock portals, tracking history, templates, branding, team, and alerts.
What agency teams use proposal tracking for
Everything you need to send proposals that close and hand off cleanly.
New business proposals
Know when a buyer reopens the proposal before you follow up.
Retainers
Keep your monthly or ongoing proposals branded and easy to review.
Project scopes
Turn proposal momentum into a cleaner SOW approval step.
Founder-led sales
Get buyer signals without adding a heavy sales stack.
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 tracking FAQ
What does proposal tracking mean?
It means you can see when a client opens your proposal, view activity in a timeline, and track engagement per viewer so you can follow up with context.
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.