Client proposal
Share a client proposal
Your proposal is a polished HTML document and you want to send it without it disappearing into an inbox. scrolly hands you a secure link and tells you the moment the client opens it, so you follow up with timing on your side. Start on the free plan.
A proposal link that closes the loop
A proposal sent as an attachment is a black box: you do not know if it was opened, skimmed, or ignored. scrolly hosts the proposal behind a short link, so you send a URL and get back a clear record of what happened after you hit send.
The document renders exactly as you wrote it inside a sandboxed viewer on a separate origin, isolated from your account. The client sees a clean, professional page at a scrolly.net link.
Set the terms of access
Pricing and scope are sensitive. Put the proposal behind exactly the access you want before it leaves your hands.
- Password-protect the proposal, or restrict it to the client contact by email.
- Set an expiry that matches the validity window of your quote.
- Revoke and reissue when terms change, so an old number never lingers.
Follow up on real engagement
scrolly shows you when the client first opened the proposal, how long they read, and how far they scrolled. That turns a guessing game into a timed, informed follow-up, and tells you which sections held attention.
FAQ
Common questions
- Will I be notified when a client opens the proposal?
- Engagement is recorded for every link: the time of each view, the dwell, and the scroll depth. You can review it from your dashboard to time your follow-up.
- Can I stop a client from seeing an outdated price?
- Yes. Set an expiry that matches your quote, or revoke the link and reissue a new one. A revoked link blocks all further opens immediately.
- Is sharing a proposal free?
- Yes. The free plan covers secure, trackable proposal links. Upgrade only when you need more documents or more active links per document.