- 5
- client actions: accept, meeting, question, form, acknowledgement
- 25 MB
- and up to 300 pages per proposal
- Word, PowerPoint
- converted to PDF when sent
- 7 and 1
- days before expiry: reminders
Availability. HawkOpen is in a controlled launch. PDF tracking, proposals and e-signature only work once external file scanning is switched on; without it, the server does not accept files.
What you see after sending a proposal
- Time on every page. Once the client agrees on the proposal page, you know whether the client reached the pricing or stopped on the first page.
- Forwarding. When someone other than the addressee opens the proposal, HawkOpen marks it as a confirmed or likely forward.
- Download and print. Downloading is only possible if you allow it. Print attempts are recorded.
- The client’s decision. Accepting the proposal, requesting a meeting, asking a question, submitting a form or confirming they have read it.
Confirmations you can verify
Every client decision gets a confirmation signed with an Ed25519 key and chained to the previous entries. Anyone who has the confirmation can check it on a public verification page.
If the proposal needs a signature, use the simple electronic signature with an evidence report.
How to send a tracked proposal
Add a file
A PDF, or a Word, PowerPoint or OpenDocument file. HawkOpen converts it to PDF and shows it as page images.
Choose recipients and actions
Each recipient gets a separate link. Decide whether the client can accept the proposal, request a meeting or ask a question.
Set a deadline
After the expiry date, the link stops working. HawkOpen sends a reminder about the deadline 7 days and 1 day before.
Frequently asked questions
How do I know if a client read my proposal?
Send it as a HawkOpen link instead of an attachment. You will see opens, time on pages if the client agrees to it, and the client’s decision, if they make one.
Does the client need to sign up?
No. They open the link and enter a one-time code they receive by email.
Is accepting a proposal the same as signing it?
No. It is a signed confirmation of the decision. If you need a document signed, use the HawkOpen electronic signature.