Proposal tracking software to track, analyze, and optimize every deal
Stop guessing and start closing. Offorte’s proposal tracking software gives you real-time notifications, sales analytics, and detailed proposal insights so you know when to follow up and how to improve your closing rates.
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Never miss a deal: track, analyze, and win more business
Sales success is about timing, data, and strategy. With historical performance tracking, you can compare past proposal success rates to refine your approach.. With Offorte’s proposal tracking software, you can see when and how clients engage with your proposals,so you’ll always know the right moment to follow up. Track views, signatures, response times, and sales trends to continuously improve your closing rates.
Know exactly when to follow up
Get notified the moment a client opens or interacts with your proposal.
Understand your sales funnel
See detailed performance metrics at the account and user level to refine your process.
Increase conversions with smarter follow-ups
Automate reminders based on client activity and engagement data.
Use analytics to improve your closing rates and increase revenue.
Optimize your proposal strategy and close deals faster using data-driven insights from past proposals.
Real-time proposal tracking
Never wonder if your proposal got lost in an inbox. With instant notifications, you’ll know when a client opens, reads, or signs your proposal,so you can follow up at the perfect time.
- View alerts
Get notified when a proposal is opened. - Interaction tracking
See when clients navigate sections or interact with pricing tables. - Completion status
Know whether a proposal is fully read, pending, or signed.
Sales performance analytics
Measure your proposal success rates and optimize your closing strategy with detailed sales insights.
- Conversion tracking
See how many proposals turn into signed contracts. - User-based sales insights
Understand which team members close the most deals. - Account-level performance metrics
Track deal volume, response times, and trends.
Follow-up automation
No more manual follow-ups. Set automated reminders and follow-ups based on client activity.
- Trigger-based reminders
Send automated follow-ups if no action is taken. - Personalized outreach
Use engagement insights to tailor your follow-ups. - Smart nudges
Remind clients about pending approvals at the right time.
Sales analytics & account insights
Dive deeper into your proposal and sales performance with reporting tools and downloadable data.
- Excel export
Download proposal tracking and sales insights for deeper analysis. - Account-wide analytics
View high-level trends in proposal volume and success rates. - Proposal-level insights
Analyze client engagement on a per-proposal basis.
Discover more about the available functions
Trusted by 2,500+ professionals worldwide
"Offorte transformed how we create proposals - fast, easy and stunning"
Start closing more deals with smarter proposals
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