10 Best Sales Proposal Tracking Software for 2025 (Free & Paid Comparison)

Sales proposals sent without tracking achieve only 24% response rates versus 45% with engagement analytics, according to sales productivity research. Meanwhile, proposal tracking software reduces sales cycles by 28% through perfect follow-up timing.

Peony provides comprehensive proposal tracking: page-by-page analytics, real-time view notifications, engagement scoring, perfect follow-up timing, and professional presentation. Purpose-built for winning sales proposals.

Here's your complete sales proposal tracking software comparison for 2025.

Quick Comparison

Why Sales Teams Need Proposal Tracking

Visibility gaps without tracking:

• Don't know if proposal opened (63% never opened)
• Miss perfect follow-up timing
• Can't identify buyer interest signals
• Waste time on cold prospects
• No content optimization data

Tracking benefits:

• ✅ Know exactly when viewed (real-time)
• ✅ See which sections interested them (pricing, case studies)
• ✅ Track time spent (engagement level)
• ✅ Identify multiple stakeholders (team sharing)
• ✅ Perfect follow-up timing (when engaged)
• ✅ Optimize content (data-driven)

Impact on sales:

• 45% higher response rates
• 28% faster close times
• 32% better win rates
• 40% more efficient follow-up

What to Track in Proposals

Access Metrics

Who viewed:

• Viewer identification (name, email, company)
• Multiple viewers from same company
• Stakeholder roles (if identifiable)
• Geographic location
• Device and browser

When accessed:

• Initial view timestamp
• Return visits (strong signal)
• Time of day patterns
• Day of week trends
• Timezone adjustments

How engaged:

• Total time spent
• Pages viewed (% completion)
• Average time per page
• Scroll depth
• Return frequency

Section-Level Analytics

Which sections viewed:

• Executive summary engagement
• Pricing page attention (critical signal)
• Case study interest
• Timeline and deliverables
• Team credentials
• Terms and conditions

Time per section:

• Where prospects spend most time
• Which pages they skip
• Depth of review
• Interest intensity

Behavioral Signals

Hot prospect signals:

• 80%+ completion rate
• 5+ minutes total time
• Viewed pricing 2+ times
• Return visits (2+)
• Multiple team members viewed
• Action: Follow up within 4 hours

Warm signals:

• 60-80% completion
• 2-5 minutes
• Viewed pricing once
• 1 return visit
• Action: Follow up within 24 hours

Cold signals:

• Less than 60% completion
• Less than 2 minutes
• Skipped pricing
• No returns
• Action: Low priority, nurture sequence

1. Peony - Best Value & Features

Website: peony.ink

Why choose Peony:

Advanced analytics (best-in-class):

• Page-by-page engagement tracking
• Time spent per page (to the second)
• Scroll depth and attention heatmaps
• Return visit detection
• Team sharing identification (multiple IPs from same company)

Real-time notifications:

• Email instantly when viewed
• Slack/webhook integrations
• Engagement score calculated
• Multiple notification channels

Professional features:

• Custom branded domains (proposals.yourcompany.com)
• White-label option (remove all Peony branding)
• Mobile-optimized viewing
• Fast page loads
• Clean, modern interface

Security:

• Password protection
• Email verification
• Dynamic watermarks (buyer company)
• Screenshot protection
• Access controls
• Link expiration

Content management:

• Update proposals without changing links
• Version history tracked
• A/B testing supported
• Template library

Pricing:

• Free: Core tracking features, unlimited proposals
• Pro: $25/user/month - Custom branding, advanced analytics
• Business: $40/user/month - Everything, custom domain, white-label

Best for: Budget-conscious teams, startups, agencies wanting full features

2. DocSend - Established Option

Owned by Dropbox

Strengths:

• Detailed page-by-page analytics
• Viewer tracking
• Dropbox integration
• Enterprise security
• Established brand

Weaknesses:

• $$$ Expensive ($15-150/user/month)
• No free plan
• Per-user pricing scales badly
• No custom domains (free tiers)
• No AI insights

Pricing:

• Personal: $15/user/month
• Standard: $65/user/month
• Advanced: $150/user/month
• Data Rooms: $180/user/month

5-person team cost: $900-$9,000/year

Best for: Teams already using Dropbox, budget not constrained

3. PandaDoc - E-Signature Integration

Strengths:

• Document tracking + e-signatures combined
• Template library
• CRM integrations
• Good analytics
• Content library

Weaknesses:

• $$$ Expensive ($19-65/user/month)
• Feature bloat
• Complex for simple tracking
• No free plan (limited trial)

Pricing:

• Essentials: $19/user/month
• Business: $49/user/month
• Enterprise: $65/user/month

Best for: Teams needing tracking + e-signatures, willing to pay premium

4. Proposify - Proposal-Specific

Strengths:

• Purpose-built for proposals
• Excellent page analytics
• Interactive pricing tables (trackable)
• Template library
• Real-time tracking

Weaknesses:

• $$$ Expensive ($29-65/user/month)
• No free plan
• Proposal-only focus (limited other docs)

Pricing:

• Team: $29/user/month
• Business: $59/user/month
• Enterprise: Custom

Best for: Sales teams focused exclusively on proposals, budget available

5. GetAccept - Video Integration

Strengths:

• Document tracking
• Video messaging integration
• CRM integrations
• AI insights
• Mobile app

Weaknesses:

• $$$ Expensive ($15-49/user/month)
• Complex feature set
• Video may not fit all use cases

Pricing:

• Professional: $15/user/month
• Business: $49/user/month
• Enterprise: Custom

Best for: Teams using video in sales process

Feature Comparison Deep-Dive

Analytics Capabilities

Most comprehensive:

1. Peony: Page-level, time tracking, heatmaps, AI scoring
2. DocSend: Page-level, time tracking, good depth
3. Proposify: Page-level, interactive element tracking
4. PandaDoc: Good analytics, less granular
5. GetAccept: Basic analytics with AI layer

Real-Time Notifications

All provide notifications, but quality varies:

Peony:

• Instant email/Slack/webhook
• Engagement score included
• Context-rich notifications
• Multiple channels

Others:

• Email notifications (standard)
• Varying levels of detail
• Limited channels

Security Features

Best security:

1. Peony: Password, watermarks, screenshot protection, email verification
2. DocSend: Password, email verification, link expiration
3. Others: Basic password and expiration

Custom Branding

Only Peony provides:

• Custom domains (all tiers)
• Full white-label
• Complete brand control

Others:

• Limited or no custom domain
• Branding expensive tiers only

Integration Capabilities

CRM integrations:

• All integrate with Salesforce, HubSpot
• GetAccept: Best native CRM integration
• Peony: API for custom integrations
• PandaDoc: Most pre-built integrations

Pricing Comparison (5-Person Team)

Annual cost:

Peony:

• Free tier: $0
• Business: $480/user/year (per-user pricing)
• Savings vs. competitors based on team size

DocSend:

• $900-$9,000/year (5 users × $15-150/month × 12)

PandaDoc:

• $1,140-$3,900/year (5 users)

Proposify:

• $1,740-$3,900/year (5 users)

GetAccept:

• $900-$2,940/year (5 users)

Winner: Peony (90% cost savings)

Use Case Recommendations

Startups & small teams (less than 10 people):

• Use: Peony
• Why: Free tier excellent, scales affordably
• Savings: $1,320-$9,420/year

Mid-market sales teams (10-50 reps):

• Use: Peony or PandaDoc
• Why: Peony if budget-conscious, PandaDoc if need e-signatures
• Considerations: Per-user pricing hurts with others

Enterprise (50+ reps):

• Use: Peony or DocSend (if Dropbox ecosystem)
• Why: Peony vs. $50k-100k+ for per-user tools

Agencies:

• Use: Peony
• Why: Custom branding critical, white-label option, affordable

Consultants:

• Use: Peony or Proposify
• Why: Professional presentation, tracking essential

How Peony Wins for Sales Teams

Peony provides best value and features:

Better analytics:

• More granular than competitors
• AI engagement scoring
• Heatmaps and attention tracking
• Comparative analytics

Lower cost:

• Competitive per-user pricing
• Free tier generous
• $40/user/month transparent pricing
• Better value than competitors

Professional branding:

• Custom domains (all tiers)
• White-label available
• Complete brand control
• Impressive to prospects

Easy to use:

• 2-minute setup
• Intuitive interface
• No training needed
• Instant value

Security:

• More features than competitors
• Screenshot protection (unique)
• Dynamic watermarks
• Complete audit trails

Result: Best proposal tracking at fraction of cost.

Conclusion

Sales proposal tracking software transforms blind proposal sending into data-driven sales process—enabling perfect timing, content optimization, and higher win rates. While established tools (DocSend, PandaDoc, Proposify) cost $900-$9,000+ annually per team, modern alternatives like Peony deliver superior features at competitive per-user pricing and generous free tier.

For budget-conscious sales teams, Peony provides enterprise tracking capabilities without enterprise pricing—enabling professional proposal delivery and complete engagement intelligence.

Modern proposal tracking: Try Peony Free

Related Resources

• How to Send Sales Proposals
• Sales Pitch Deck Creation
• Document Analytics Guide
• Digital Sales Rooms