You follow up blind
Without knowing whether the proposal was opened, a follow-up either comes too early or far too late.
Proposal tracking software: know when the client reads it.
For freelancers and small agencies who want to know when a proposal is opened, Workspace369 shows proposal engagement, takes a deposit on acceptance and converts the accepted proposal into an invoice, on every plan from $29 a month on Cadet. Our guide to the best proposal software compares it with other proposal tools.
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.
Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
See plansOpensand 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 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
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.
See the workspace your clients feel.
01
Every channel in one inbox
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
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.
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.
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
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
$29 / month
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
14-day free trial. Card required. After the trial: $29/month for Cadet. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Voyager
$74 / month
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Specialist
$149 / month
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
USD monthly billing. Compare all plans.
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
14 days free · card required · then $29/mo · cancel anytime
After signup, claim free setup in your workspace.
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
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. Start free trial
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Compare plansHow 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.
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.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
