How to track when a client views your proposal
See if (and when) your client has opened the proposal you sent.
After you send a proposal, Kaliun tracks every time the client opens the portal link. No more guessing whether they saw it.
Open the proposal
From Proposals, click the proposal you want to check.
Look at the status pill
At the top of the proposal page, you'll see one of these statuses:
- Draft — not sent yet
- Sent — emailed, not yet opened
- Viewed — client opened the link at least once
- Accepted — client clicked Accept
- Declined — client clicked Decline
If it says Viewed, they've seen it.
Check the Activity tab
For the full history, click the Activity tab on the proposal. You'll see a timestamped log:
- When it was sent
- When the client first opened it
- Every subsequent open (with dates)
- When they accepted/declined
- Any comments they left
Each open includes the device and browser.
Getting notified on views
Want a push notification (or email) the moment a client opens a proposal? Set up a workflow:
- Go to Workflows → New Workflow
- Trigger: Proposal viewed
- Action: Send in-app notification (or Slack, or email)
- Save and enable
Now you get an alert the instant the client looks at it — great for timing follow-up calls ("I was just thinking about you — saw you opened the proposal, any questions?").
Views are tracked with a tiny image pixel in the email plus a JavaScript beacon on the portal page. They're accurate for 99% of clients but get blocked by some strict corporate email filters. If you don't see a "viewed" status after a few days, assume it landed and follow up anyway.