Proposal tracking that shows who read it.

Instead of attaching a PDF, you share the proposal as a link or publish it as a web page. Docsiv counts each open, tells whoever wrote it, and Analytics shows who read it, for how long and how far, page by page.

The notification when someone opens your proposal comes on every plan. Analytics, with each viewer, their time and reading depth, is on Pro ($20 a month) and Team ($60 a month for up to five people). Views are recorded on every plan and kept for 400 days, so they’re there when you upgrade.

An open of the proposal’s published page, of its shared link by someone who can view it, or of it in a client’s space. A refresh by the same visitor within 30 minutes carries on the same view.

People signed in to Docsiv, and clients opening it from their space, show by name. Everyone else shows as an anonymous visitor with their city, country, device and browser. Nobody is asked for an email to read, and IP addresses aren’t stored.

You’re told when someone outside your workspace opens it, once for each visitor, with how they opened it and where from. Your team’s own opens are kept apart, and External only hides them from the numbers.

No. Docsiv doesn’t track whether an email was opened, and once a PDF is downloaded it can’t see what happens to it. Send the link when you want to know it was read.

Not for a shared link: there are no automatic follow-up emails, so check the views and follow up yourself. A proposal sent for signature is different: signers who haven’t signed are reminded 3, 7 and 14 days after it’s sent.

Yes. Signatures lists every request with who has opened, signed or declined, and the signed PDF and a certificate of completion come back to everyone. E-signatures are on Pro (40 requests a month) and Team (no limit).