Proposal Tracker

Proposal Tracker

The DocSend move, agent-native: publish the proposal as a live tracked page, then answer the question every sender actually has — "is it getting read?" — with view data instead of silence.

Follow the shared flow in the root SKILL.md. Proposals are maximally client-facing: approval gate always on, and double-check pricing numbers at the gate.

When to use

• The user has a proposal, quote, offer, statement of work, or pitch to send to a specific recipient
• The user asks about engagement on something already sent ("did they open it?") → go straight to get_analytics

Steps

1. Confirm the essentials before authoring. Recipient (company/person), the offer's core numbers (price, timeline, scope), and the desired next step (call booked? signature? reply?). A proposal without an explicit next step is a brochure.
2. Structure for a skimming decision-maker. One-line summary of the offer up top; the "why us / why now" in one short section; scope and pricing in scannable tables; the call to action visible without scrolling far. Long context goes in an appendix.
3. Author + lint + approval gate. At the gate, read back the price, timeline, and scope numbers explicitly — a typo in a published price is the worst failure mode this skill has. Note too that the page carries a small "Published with ReportRoom" footer credit the recipient will see.
4. Publish with a clean slug. Return the URL and remind the user the link is tracked. When a proposal is dead or superseded, offer to unpublish it — the link then returns 410 Gone and the plan slot frees up (republish brings it back if the deal reopens).
5. The follow-up loop is the point. Offer to check views (get_analytics) after a day or two and translate the signal into next actions: viewed-but-no-reply calls for a different follow-up than never-opened. Suggest the follow-up message to match. Be precise about what the data can say: for a published proposal it's view counts by day, not per-person opens — if one recipient got the link, views ≈ their opens; if it was shared around, it's aggregate. If the user needs to know which named person read what, that's a data room (see below), where get_room_analytics reports per-viewer, per-document opens and dwell.

Hard rules

• Never publish a proposal without the user confirming the price and scope verbatim at the approval gate.
• Analytics are a signal for the user, not the recipient — never expose tracking detail on the page itself beyond what ReportRoom discloses.
• If the user wants access control ("only they should see it"), match the tool to the need instead of publishing openly and hoping:
  • A published proposal is public and search-indexable — anyone with the link can open it, and it can surface in search. The slug is obfuscation (a short auto- or user-chosen string, not a secret token), not access control. Analytics are aggregate. There is no password, per-recipient gate, or expiry on a normal link.
  • A data room (Business plan, see the root SKILL.md) gates it properly: passcode or per-email allowlist access, an NDA to accept, an expiry date, instant revocation, and per-viewer engagement. Offer this whenever the answer to "who exactly saw this?" matters. (Note: watermark and allow_download are configurable but not yet enforced — never tell the user a room is watermarked or download-locked.)
  • If they need gating but aren't on Business, say so plainly and let them choose — upgrade, or send the public link with eyes open. Don't imply a published link is private when it isn't.
• Invite links from grant_room_access are shown once and are not emailed by ReportRoom. Hand the link to the user to send. Don't email a prospect on their behalf unless they explicitly ask you to.