Can clients download proposals?

You decide per document link whether downloads are allowed.

Can I reuse one video?

Yes. Recordings have share links and can be inserted into more than one email.

Will it remind me about unpaid work?

You can create no-reply or time-based follow-up workflows around the related email; the product does not read an external invoice ledger automatically.

SolutionsFreelancers

Turn more proposals into projects—and spend less time wondering.

See proposal engagement, follow up at the right moment, explain work with video, keep client context together, and get the agreement signed.

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Prepared for Lucia Torres

The work, thoughtfully considered.

Brand direction

Agree on the priorities and the direction together.

Visual identity

Develop the details and review the work with your team.

Launch materials

Deliver the final materials, ready for the next stage.

Lucia TorresActivity on this link

4:36total viewing time

3 of 3 pages

The scope received the most attention.2:18 of this visit was spent on this page.

Viewing activity is context, not confirmation of interest.

Proposal follow-up

Give the client time to review, then prepare a follow-up in the same conversation.

Signed scope

Request the signature and keep the agreed document with the client’s history.

Project kickoff

Collect project details and confirm the start date with a simple checklist.

Keep client work moving, from proposal to kickoff.

Present the scope, explain your approach, and collect the agreement without scattering the conversation across tools.

Find the proposal sections that need a conversation.

See attention on scope, schedule, and fees before writing a useful follow-up.

Add your own walkthrough.

Record the proposal with a personal explanation and share it through a video preview.

Make it part of your day

Start with the proposal you’re about to send.

Add the file, create a tracked link for your recipient, and share it in your next email. Its viewing history stays with the document.

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What you can do

Proposal tracking
Reusable templates
Payment follow-ups
Client notes
Video walkthroughs
Signature requests

Before the next client conversation

Look at the latest viewing session, revisit the page receiving attention, and bring a relevant question to the conversation.

Good to know

Tracking should help you time a useful follow-up, not pressure a client with surveillance language.

For invoices and payment processing, use the accounting or payment system that owns the financial record; Elite Email Tracker holds the communication context.