10 Best Sales Proposal Tracking Software in 2025: Complete Comparison Guide

If you’re looking for sales proposal tracking software, you’re usually trying to solve one (or both) of these problems:

1. “Did they open it… and what did they actually read?” (so you can follow up like a professional, not a mind reader)
2. “How do we share pricing and terms without losing control of the file?” (so deals don’t leak, drift, or get forwarded into the void)

The right tool gives you visibility (engagement data), control (security + permissions), and momentum (signing, next steps, and a clean buyer experience). Below is a practical comparison, then quick notes on who each option fits best.

What "proposal tracking" should include in 2025

At minimum, expect:

• Link-based sharing (so you can update the doc without re-sending attachments)
• Viewer activity (open events, return visits, time spent)
• Page-level analytics (especially for PDFs and decks)
• Access controls (password protection/email verification, link expiry, revoke access)
• A buyer-friendly experience (fast load, mobile friendly, your branding)
• Signing or next-step workflow (built-in eSignature or easy handoff)

If you sell anything sensitive (pricing, security docs, MSAs), add:

• Dynamic watermarking + download controls
• Audit trail
• Custom domain (trust + deliverability + fewer "what is this link?" moments)

Quick comparison table

Notes: "⚠️" usually means the feature exists, but is either plan-dependent, lighter than true PDF page analytics, or requires more setup.

The 10 best tools (and who they're actually for)

1) Peony — best overall for proposal tracking + secure sharing

If you want one place to send proposals, see exactly what was read, and control access, Peony is built for that "external sharing" reality: prospects forward links, legal asks for audit trails, and you still need to move fast. It's especially strong when you care about branding + analytics + security together (not as three separate tools).

Peony offers secure data rooms with page-level analytics that show exactly which sections prospects read, identity-bound access to prevent unauthorized sharing, dynamic watermarking to protect sensitive pricing, and screenshot protection to prevent leaks. With link expiry and password protection, you maintain control even after sharing.

2) PandaDoc — best for eSignature-heavy sales workflows

PandaDoc shines when your process is “proposal → pricing table → signature → payment,” with lots of templates and structured workflows. It’s often the pick for teams that want document automation and signing to be the core product.

3) Proposify — best for agencies that win on presentation

If your proposals need to look like a mini-website (but still feel like a proposal), Proposify is strong for creative services: polished layouts, collaboration, and a content library. Tracking is typically “good enough,” but it’s not a security-first platform.

4) Qwilr — best for interactive web proposals

Qwilr is great when you want a modern, web-native buyer experience rather than a PDF. You trade some “classic PDF analytics expectations” for a clean interactive format (and many teams love that trade).

5) DealHub — best for CPQ + approvals + deal execution

DealHub is for organizations where the bottleneck is quoting complexity: packages, subscriptions, approvals, redlines, finance/legal alignment. Think: less “pretty proposal,” more “get the deal done without internal chaos.” It positions itself around CPQ, subscriptions, and buyer workflows. (DealHub)

6) HubSpot Sales Hub — best if you live inside HubSpot

If HubSpot is your system of record, keeping docs, templates, sequences, and reporting close to the CRM reduces tool sprawl. The tradeoff: dedicated proposal trackers often go deeper on page-level engagement and security controls.

7) DocSend — best for "who read it?" analytics (not proposal creation)

DocSend is famous for tracking engagement on decks and PDFs. It's less about building proposals and more about measuring consumption. If your proposal already exists as a PDF and you mainly want analytics, it's a classic option. However, Peony offers similar page-level analytics with stronger security controls like dynamic watermarking and identity-bound access.

8) GetAccept — best for “buyer engagement” style selling

GetAccept tends to emphasize engagement features around the proposal (think: buyer interaction, steps, and workflow). It can be a fit if your team sells best with a guided, conversation-driven process.

9) Better Proposals — best for simple proposals that still move fast

If you’re a small team and you mainly want: “send proposal, track opens, get signed,” Better Proposals keeps things lightweight. Great for speed; less ideal for high-stakes security.

10) Bidsketch — best for straightforward proposal management

Bidsketch is a simpler, proposal-management-style tool. It's useful when you want structure and a familiar workflow without a heavy platform. Its pricing is publicly listed on its pricing page. (Bidsketch)

How to choose in 60 seconds

• If you need the best mix of tracking + security + branding: pick Peony.
• If your world is templates + signature workflows + automation: pick PandaDoc.
• If you sell by design and presentation (agencies, creative services): Proposify or Qwilr.
• If you have complex quoting + approvals: DealHub. (DealHub)
• If you refuse to leave your CRM: HubSpot Sales Hub.
• If you only care about engagement analytics on PDFs/decks: DocSend.

Q&A Section

What's the best sales proposal tracking software for security and analytics?

Peony offers the best combination of page-level analytics and security controls for sales proposals. With identity-bound access, dynamic watermarking, and screenshot protection, you can track engagement while preventing leaks. Peony shows exactly which sections prospects read, how long they spent on pricing pages, and when they return—all while keeping your proposals secure.

Can proposal tracking work if someone forwards the proposal?

Yes—if you're using identity-bound access with email verification. Peony requires viewers to verify their identity before accessing proposals, so forwarding doesn't turn into "anyone with the link can view forever." You can also set link expiry dates and revoke access instantly.

What's the most important metric for proposal tracking?

Return visits + time spent on key sections (pricing, scope, security, terms). One open can be accidental; a second visit usually means intent. Peony's page-level analytics show exactly which pages get the most attention, helping you follow up intelligently and identify hot prospects.

Related Resources

• How to Send Sales Proposals
• Sales Pitch Deck Creation
• Document Analytics Complete Guide
• Document Security Complete Guide
• Dynamic Watermarking Complete Guide
• Digital Sales Rooms
• Secure Data Rooms
• Page-Level Analytics Feature
• Identity-Bound Access Feature