You follow up blind
Without knowing whether the proposal was opened, a follow-up either comes too early or far too late.
Proposal tracking
Proposal tracking software: know when the client reads it.
A sent proposal with no reply leaves you guessing. Workspace369 shows when a client opens and engages with your proposal, so you follow up while it is fresh instead of a week later. Engagement tracking, deposits on acceptance, client signing and proposal-to-invoice conversion are on every plan, starting with Cadet at $29/month.
Opensand engagement visible per proposal
Depositcollected on acceptance, on every plan
One stepfrom accepted proposal to invoice
Key facts
Proposal tracking at Workspace369 covers 10 areas, including proposal engagement tracking (every plan), catalog-based proposals, client acceptance and signing by link.
The workflow runs in 4 steps, from "build from your catalog" to "turn yes into a deposit".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
What happens without proposal tracking
Open proposals get forgotten
When proposals sit in sent email, nobody sees which ones are still waiting for a decision.
Acceptance doesn't start payment
If the client accepts but the deposit invoice is sent days later, momentum is lost.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How proposal tracking works in Workspace369
01
Build from your catalog
Create the proposal from your products and services so prices stay consistent, with branded PDF output.
02
See opens and engagement
On every plan, see when the client opens and engages with the proposal from the client record.
03
Follow up at the right time
Reply from the client's conversation history, or use proposal triggers in workflows to send a follow-up email automatically.
04
Turn yes into a deposit
The client accepts and signs by link. Every plan collects a deposit on acceptance and converts the accepted proposal into an invoice.
Product coverage
Proposal tracking coverage
- Send a test proposal to a second email address and check how quickly the open shows up.
- Accept it on your phone and confirm the deposit and invoice steps that follow.
- If you send one proposal a month, Cadet already includes proposals with engagement tracking.
Proposal engagement tracking (every plan)
Catalog-based proposals
Client acceptance and signing by link
Deposit on acceptance (every plan)
Proposal-to-invoice conversion
Proposal workflow triggers
Email templates and scheduled messages
Branded proposal PDFs
Dashboards and reports (every plan)
Client records and history
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
How to choose proposal tracking software
What is proposal tracking software?
Proposal tracking software shows when a client opens and engages with a proposal you sent, so you can follow up at the right moment. In Workspace369 engagement tracking sits on the client record next to the proposal.
Which plan includes proposal tracking?
Proposal engagement tracking is on every plan, starting with Cadet at $29/month, along with catalog-based proposals, client signing by link and proposal-to-invoice conversion.
Can I collect a deposit when the proposal is accepted?
Yes, on every plan from Cadet. The client accepts, signs and pays the deposit in one flow.
Can follow-ups go out automatically?
Workflows can start from proposal triggers and send email follow-ups. Cadet runs email automations; SMS automations start at Voyager.
Does the client need an account to view the proposal?
No. Clients review, accept and sign proposals through a public link.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
