1. WebsLi
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  3. Business proposals

Business proposal with read tracking

Send a proposal as a link and find out in Telegram when the client opened it and how long they read. Call at the moment of interest.

Proposal “Office setup for 25 seats”for Vector LLC, ₴184,500
webs.li/kp/vektor
Proposal sent to Sergey Kravets by email and messenger
Waiting for it to be opened. The notification will arrive in Telegram
See what the manager will see

Why a PDF proposal loses deals

After sending a PDF, the manager doesn’t know whether it was opened at all. They call blindly, too early or too late. An online proposal shows when the client is reading and suggests the best moment to call.

Proposal as a PDF attachment

  • No way to know whether the client opened the email and file
  • “Hello, have you had a chance to look at our proposal?”
  • The email gets lost in the inbox and spam
  • To fix a price, you have to rebuild the file

Proposal as a WebsLi link

  • Telegram notification the moment it is opened
  • You can see how long the client read
  • One link works in email, messenger, and SMS
  • Prices and terms update without resending

Features

What the business proposals module can do

Telegram notification

The manager gets a message as soon as the client opens the proposal.

Reading time

See how long the client spent in the proposal. Two minutes versus twenty minutes is a different level of interest.

Repeat opens

Did the client come back to the proposal three days later or forward it to a colleague? That’s your signal to call.

Proposals from ready-made blocks

Prices, scope, timelines, case studies, reviews, and contacts. Built like a page, and looks right on a phone.

Personal link

A separate link for each client, so you know exactly who opened it and when.

Edits without resending

Fixed a price or deadline, and the client sees the current version at the same link.

How to send a tracked proposal in 15 minutes

You build the template once, and for each client you only change the price and details.

  1. once, about an hour

    Build a template

    Blocks about the company, services, case studies, and terms.

  2. about 2 minutes

    Connect Telegram

    Notifications will go to you or the deal manager.

  3. about 10 minutes

    Personalize the proposal

    Client name, scope, price, and timelines.

  4. instantly

    Send the link

    By email, messenger, or SMS. Wait for the signal.

Connect for €29.95

The module is included in the Business plan from €29.95 per month and higher. Compare plans

Who needs business proposal tracking

Anyone who sells through proposals and loses deals between sending and calling.

B2B sales and supply

Equipment, furniture, and supplies for businesses.

Office setup for 25 seats

Agencies

Marketing, development, design.

Social media promotion for 3 months

Construction and renovation

Estimates and proposals for residential and commercial projects.

Turnkey renovation of a 180 m² office

Events and catering

Proposals for corporate parties and events.

New Year corporate party for 60 guests

Freelancers and consultants

A project proposal with stages and pricing.

Website development, 4 stages

Corporate training

Corporate courses and workshops.

Sales training for 12 managers

How to know whether a client opened a business proposal

Send proposals not as an attachment but as a link to an online proposal in WebsLi. When the client follows it, you get a Telegram notification with the opening time. In your dashboard you can see how long they read and whether they returned to the proposal.

When to call a client after sending a proposal

The best time to call is right after the client has read the proposal: prices and terms are fresh in their mind and questions have already come up. A Telegram notification lets you call in those minutes, not blindly several days later.

How to create a business proposal online

Build the proposal from blocks in the WebsLi builder: about the company, scope of the offer, prices, timelines, case studies, and contacts. Save it as a template and change only the details for each client. The proposal opens by link and reads equally well on a phone and a computer.

Case study and reviews

A real case study and client reviews

I
Office furniture supplierTracked proposals, Kyiv

The sales team stopped calling blindly and started calling the people who are reading the proposal right now

Managers sent 30 PDFs a week and didn’t know which were opened. After switching to proposals as links, Telegram notifications became the signal to call, and unread proposals were resent through another channel.

+22%proposal-to-deal conversion
×3faster first call after reading
“The Telegram notification that the client opened the proposal changed how the department works. We call while they are still reading.”
AP
Andrey Polyakovhead of sales, B2B supply
“I see the client opened the proposal for the third time in a day. That means it’s time to call, they’re comparing.”
NZ
Natalia Zaychenkodirector of an event agency

Questions about tracked proposals

We’ll help you build your first proposal template.

Message us on Telegram

How does the proposal read notification work?

Every proposal gets a personal link. When the client opens it, WebsLi sends a message to your connected Telegram: which proposal was opened and when. Reading time is visible in your dashboard.

Does the client need to install anything or sign up?

No. The client opens a regular link in a browser on a phone or computer. To them it is simply a neat page with your offer.

Can several managers receive notifications?

Yes. Notifications can go to the deal manager’s personal Telegram or to the sales team’s shared chat.

Can I change a proposal after sending it?

Yes. Changes appear at the same link, so there is no need to resend the proposal. Handy when you agreed on a discount over the phone.

Why is an online proposal better than a PDF?

A PDF doesn’t tell you whether it was opened, reads poorly on a phone, and goes out of date after the first edit. An online proposal signals when it is read, adapts to the screen, and always shows the current version.

How much does the “Business proposals” module cost?

The “Business proposals” module is included in the Business plan at €29.95 per month and in all higher plans. The Business plan also includes the calculator, proposals with tracking, mini-store, donations, a custom domain, and payment acceptance. There is no free plan; the most affordable plan, Start, costs €0.99 per month.

Send your first proposal as a link today

Build a proposal from blocks, send it to the client, and find out in Telegram when they open it.