# ProposalTracker Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about ProposalTracker Software - reviews, pricing plans, popular comparisons to other Predictive Lead Scoring products and more.

Source: https://www.capterra.com/p/10045551/ProposalTracker

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# 

 ProposalTracker Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 11, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Support](#support)

ProposalTracker

## What is ProposalTracker?

ProposalTracker is software that transforms commercial proposals into personalized, branded links with real-time engagement tracking. It monitors when prospects open proposals, read sections, view pricing, or click calls-to-action. Proposals are created in markdown, with section headings tracked as blocks. Each recipient gets a unique token URL shareable via email or messaging, without needing CRM integration or plugins. The platform captures detailed engagement data, including read depth, timestamps, and return visits. An automatic lead scoring system flags prospects for follow-up based on actions like repeated visits or pricing views. Alerts notify users of unopened proposals, pricing views, and key interactions. ProposalTracker supports five languages and is deployed as a private branded instance or on dedicated cloud infrastructure. It integrates company logos and colors, ensuring a customized experience aligned with organizational branding.

## What is ProposalTracker used for?

[Predictive Lead Scoring](https://www.capterra.com/predictive-lead-scoring-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Starting price

$3000

Flat Rate, One Time

Free trial  
not available

Free version not included

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

ProposalTracker 31 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Process of dividing customers into groups based on common characteristics

Adjust the weighting of various scoring criteria to control how scores are calculated

Pre-designed layouts that can be customized to match preferences and requirements

Store and organize documents in a centralized system

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Track all opportunities for potential sales and convert them into recurring revenue

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Predict future data based on historical data sets

Arrange tasks based on the level of priority or urgency

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Create, manage and track all task activities and progression

Streamlining repetitive tasks and activities through automated and predefined workflows

Create, design and manage workflows for repetitive tasks

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## Pricing

Private Branded Deployment

$3,000

Flat Rate,One Time

It includes:

-   Branded proposal tracking portal
-   Customization with company logo and colors
-   Private deployment (into your environment or a dedicated cloud instance)
-   Admin access
-   Proposal engagement tracking (including section-level read tracking, price-view alerts, CTA clicks, and hot-lead scoring)
-   Onboarding session

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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