Proposal tracking software
No more missed buying signals, stalled deals, or inaccurate forecasts.
Proposal tracking software gives you real-time insights, helping you coach reps effectively and empowering your team to close more confidently, with everything aligned in your CRM.
What is proposal tracking software?
Proposal tracking software helps your team to see exactly how your business proposals and contracts are being received. You can track when your proposal is opened, which sections are getting the most attention, and even which stakeholders are getting involved.
These insights let you follow up at the right moment, adjust your pitch based on what matters most to the buyer, and stay on top of the process, making it easier to close deals faster. Simply put, it’s all about turning guesswork into real-time data that drives your success.
Avoid the “valley of death” where deals often stall. With clear, structured processes and immediate updates, reps know exactly when and how to act to keep deals progressing.
Gain instant visibility into active deals, improving forecasting and prioritization. Real-time insights let you address potential issues proactively, so nothing falls through the cracks.
With GetAccept, you'll be notified when a new stakeholder is engaging with a proposal. This makes identifying key players and decision-makers is effortless, so no one slips through the cracks.
Timing is everything. With automatic updates and notifications embedded directly within your CRM, your team can stay informed and respond to critical changes swiftly, making the most of every opportunity.
Avoid the “valley of death” where deals often stall. With clear, structured processes and immediate updates, reps know exactly when and how to act to keep deals progressing.
Gain instant visibility into active deals, improving forecasting and prioritization. Real-time insights let you address potential issues proactively, so nothing falls through the cracks.
With GetAccept, you'll be notified when a new stakeholder is engaging with a proposal. This makes identifying key players and decision-makers is effortless, so no one slips through the cracks.
Timing is everything. With automatic updates and notifications embedded directly within your CRM, your team can stay informed and respond to critical changes swiftly, making the most of every opportunity.
Why should you use proposal tracking software?
Enhanced deal insights
Gain real-time visibility into proposal engagement to coach reps effectively, addressing buyer concerns early and improving win rates.
Never miss a beat
Stay in the know with notifications that alert you whenever buyers take action. From viewing and sharing to messaging, you’ll have real-time data to help you act at the perfect moment.
Consistency across proposals
Ensure reps use on-brand, ready-to-go templates for a professional, uniform buyer experience, saving time and reinforcing brand quality.
Customers using GetAccept for deal management
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"With GetAccept, we now have full control over issued proposals and agreements. We’re able to see the status during all processes and to automatically remind our potential customers if the signature is not in place."
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How to get started with proposal tracking software
1. Standardize proposal templates
Create branded, easy-to-use templates for reps to ensure consistency, speed, and professionalism in every proposal.
2. Integrate with your CRM
Link proposal tracking software to your CRM for seamless data exchange and updating, real-time notifications, and a unified view of deal activity.
3. Use engagement analytics
Use proposal engagement data to identify key buyer behaviors, helping to prioritize deals and guide targeted coaching sessions.
4. Set clear guidelines
Train reps on how to utilize the software efficiently, emphasizing best practices for customizing proposals and tracking buyer interactions to boost engagement.
Frequently asked questions
Take a look at some commonly asked questions about proposal tracking software.
Proposal tracking software provides real-time insights into how prospects interact with your proposals, including views, time spent on each page, and comments, enabling proactive engagement.
By offering detailed engagement analytics, GetAccept helps sales teams prioritize high-interest leads, tailor follow-ups, and reduce sales cycles, leading to higher conversion rates and increased revenue.
GetAccept's Professional plan starts at $79 per user/month. Implementation is straightforward, with quick onboarding and integration with existing systems.
GetAccept provides detailed insights into proposal engagement, allowing sales teams to understand client interest levels and tailor follow-ups accordingly, a feature often lacking in standard CRM systems.
GetAccept implements robust security measures, including encryption, two-factor authentication, and compliance with standards like GDPR and SOC2, ensuring data confidentiality and integrity.
Yes! GetAccept offers integrations with various tools, including electronic signature, contract management systems, and communication tools, enhancing workflow efficiency.
GetAccept provides comprehensive analytics, such as document tracking and analytics, deal overviews, team insights, and monthly reports, enabling data-driven decision-making and performance optimization.
Yes! GetAccept offers mobile applications and web-based access, allowing sales teams to track proposals and engage with clients remotely, ensuring flexibility and responsiveness.
Learn more about proposal tracking software
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We’ve spent hours testing the best proposal software for 2025. We share our unbiased and hands-on review of GetAccept, PandaDoc, Qwilr and more.
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