Proposal tracking and analytics built for teams that quote
No more black box after you hit send. Wantly shows you exactly what happens after you send a proposal: who opened it, what they read, and when to follow up. Your sales leaders get the conversion and team analytics they need to see what is actually working.
30-minute demo on your own pipeline. We set the whole system up for you.
Trusted by teams who want to know what happens after they quote
From distributors to manufacturers who want timing, conversion, and coaching data.
You send the proposal, and then… silence.
A flat PDF goes out and you have no idea if it was opened, what the client cared about, or when to follow up. Your sales leaders have even less: no view of conversion, no idea which reps, products, or templates actually win.
What staying manual quietly costs you
See the moment your proposal is opened
Know whether your proposal was opened, when, how many times, and when the client comes back. Real-time notifications tell you the moment it is first opened, viewed again, commented on, approved, or signed, and warn you before it expires.
See what caught their attention
See which sections the client viewed, how long they spent on each, and where their attention concentrated — for example a long time on pricing. Now your follow-up is about the right thing, at the right moment, instead of a blind 'just checking in'.
Track every proposal's status in one pipeline
Every proposal carries a clear status, from draft and sent to opened, reviewing, accepted, rejected, and signed. See the whole pipeline at a glance, spot stuck deals, and know exactly where every offer stands.
Measure conversion and team performance
See your conversion funnel from sent to opened to confirmed, your win rate, average and total value, decision time, and prep time, plus results by rep. Forecast with real numbers and coach with facts, not gut feel.
See which products and templates actually win
Find out which products are most quoted, best converting, and most profitable, which packages are popular, and which templates and proposal structures close the most deals. Double down on what works and fix what does not.
More in tracking & analytics
Everything else pricing handles, without leaving this page.
Signals flow to your CRM
Push open, view, and confirmation signals and final amounts to your CRM, create a task when a client opens, and move the deal stage when they sign.
Every signal in your CRM
Opens, views, and confirmations flow into your CRM through our open API — tasks get created and deal stages move on their own.
Looking for the product catalog, pricing and CPQ, the proposal editor, or e-signature? Each has its own page. Or see everything Wantly does in one place.
From silence after send to a clear signal
What visibility changes
Follow up at the right time
Reach out when interest is highest, not at random.
Forecast with real data
Know what is likely to close, and when.
Coach and improve
See what wins and lift the whole team.
The honest answers to what you're thinking
A distributor sending dozens of proposals a week moved off email-and-guesswork with zero setup work on their side. Reps now follow up the moment a client reopens a proposal, and the sales lead finally sees conversion by rep, product, and template in one place.
seconds
~3 wks
What teams say about tracking
I call the moment they reopen the offer. My follow-up timing completely changed.
I finally see conversion by rep and by template, in one screen.
We doubled down on the two templates that actually convert.
FAQs
Answer-first questions about tracking and analytics in Wantly. Talk to us →
