Estimate tracking
Send your estimate as a link. See when it’s opened, what they read, and get a follow-up text written for you.
Free for 5 proposals a month.
How it works
The PDF you already make. Proposal Pulse turns it into a link that opens cleanly on any phone.
Text it or email it, the way you send estimates now. It opens in the browser. No app, no account.
An alert the moment it’s opened. A summary when they’re done: what they read, for how long, and a text to send next.
What you see
Every estimate gets a status and an interest score. Every visit gets a summary. Every lead gets a next step.
Pipeline
Each one carries a status (Not opened, Looked, Warm, Hot, Gone quiet) and a score out of 100, built from what they actually did: opening it, reading it, coming back, opening it on a second device. You can tell who’s close at a glance.
Visits
The device, the approximate town, time on screen, how far they scrolled and the time spent on each page of the PDF. The score shows its working, so you know why a lead is hot.
Alerts
An alert lands while they’re still reading. When they close it, a summary follows by email: where the time went, what they clicked and what to do next.
Email alerts on every plan. Phone alerts on Pro.
Follow-up
After each visit, Proposal Pulse writes a short read on the lead, the next step, and a text you can send as it is, with the best time to send it. It reads like a normal check-in. It never mentions what they looked at.
Nudges
Read it closely, then nothing for three days? You get a nudge with a check-in text ready to send. Same when an estimate is about to expire.
On Pro and Business.
Gus & Marlene Petrakis have gone quiet on the estimate
They read it closely on Sunday and haven’t been back since. A short check-in now usually works better than waiting.
Text them: “Hi Marlene, just checking in on the palms. Happy to adjust the plan or the timing if that helps.”
Heron Point HOA’s proposal expires Friday
Their proposal expires Friday. Good reason to reach out. Opened twice.
Results
Sent, opened, won, win rate and time to close, with the count behind every number, and what the jobs you won had in common.
On Pro and Business.
For your trade
It suits roofers, plumbers, general contractors, law firms, med spas, dental offices and chiropractors just as well.
Pricing
$0
Free, every month
5 proposals a month
Track every estimate and get the follow-up written for you.
$19a month
or $190 a year
30 proposals a month
Your own brand on every page, and an alert on your phone.
$49a month
or $490 a year
100 proposals a month
For a crew or an office sending bids every day.
Questions
No. The link opens in any browser, on a phone or a computer. There’s nothing to install and no account to make.
Every tracked page carries a short line saying visits are recorded, with a link to the privacy page. The follow-up texts never bring it up. They read like a normal check-in.
Any PDF: an estimate, a bid, a quote or a proposal. On Pro you can send a video instead, like a walkthrough of the job, and see how much of it they watched.
The business that sent the link, and Proposal Pulse itself, to run the service. It isn’t shared, sold or used for ads, and the privacy page lists everything that’s recorded.
Free for 5 proposals a month. Pro is $19 a month and Business is $49, with 2 months free when you pay for a year. See every plan.
Proposal Pulse is in early access. Leave your email below and you’ll get one when it opens.
Early access
The free plan tracks 5 proposals a month, with email alerts, visit summaries and the follow-up texts. Leave your email and you’ll get one when early access opens.
