If you’ve sent a proposal or pitch and waited for a reply, you know the pain: Did they even read it? Are they interested? Or is your deck rotting in the inbox? If you’re using Qwilr to send proposals, quotes, or presentations, the good news is you can get some answers. Qwilr’s analytics aren’t magic, but they are useful—if you know what to look for and what to ignore.
This guide is for anyone who wants to actually use Qwilr analytics to understand client engagement—without wasting time on metrics that don’t matter. We’ll walk through what’s available, how to track what really counts, and how to skip the fluff.
Why Track Client Engagement Metrics Anyway?
Here’s the deal: most sales teams know they should track client engagement, but a lot of them don’t—or they track the wrong things. If you know when and how a client interacts with your proposal, you can:
- Time your follow-ups better (no more “just checking in” emails into the void)
- Spot red flags early (like if they never open it)
- See what actually interests them (and what’s ignored)
- Close deals faster, or at least not waste time on lost causes
But not every metric tells you something useful. The trick is separating the signal from the noise.
Step 1: Get Familiar With Qwilr’s Analytics (and What They Can Actually Do)
Qwilr gives you analytics for every page you send. Here’s what you’ll see for each proposal:
- Views: How many times your page has been opened
- Unique visitors: How many different people have viewed it
- Time on page: How long visitors spent (in total and by section)
- Last viewed: When the latest activity happened
- Section breakdowns: Which parts of your proposal got the most attention
Let’s be honest: These aren’t enterprise-grade, heat map-level stats, but they cover the essentials for most teams. What you won’t get is deep behavioral tracking (like mouse movements or detailed conversions)—and honestly, you probably don’t need it.
What works:
- Seeing if and when a client opened your proposal
- Knowing which sections they lingered on (pricing, case studies, etc.)
What doesn’t:
- Obsessing over total time spent—sometimes it just means they left the tab open
- Counting every view as a sign of intent (sometimes people just click by accident, or forward it internally)
What to ignore:
- “Bounce rate” worries—Qwilr doesn’t really track this in the web analytics sense, and you shouldn’t sweat it
Step 2: Set Up Your Qwilr Pages for Actionable Tracking
You can’t measure what you haven’t set up well. Qwilr’s analytics only make sense if your proposals are built for clarity.
Tips:
- Break content into clear sections. Qwilr’s section-level analytics are only useful if your sections mean something. Don’t just have “About Us” and “Everything Else.”
- Name sections clearly. “Pricing,” “Timeline,” “Case Studies”—not “Section 1.”
- Avoid huge, catch-all sections. If your whole proposal is one scrollable block, you’ll have no idea what people care about.
Pro tip:
If you send similar proposals a lot, make a template with logical sections—then tweak as needed for each client.
Step 3: Send Proposals the Right Way (To Track Actual Clients)
Qwilr lets you create a single link for your proposal, but you can do better if you want real tracking:
- Send personalized links. Qwilr lets you generate unique links for each recipient. Do it. If you just send a generic link, you won’t know who’s who.
- Use “Accept” or “Quote” blocks for interactions. These let clients accept the proposal or sign off, which Qwilr tracks as clear engagement.
Don’t bother:
- Trying to identify individual viewers if you only use one public link. You’ll never know if it’s your champion, their boss, or someone random from finance.
Step 4: Actually Use the Metrics—Here’s What Matters
Now you’ve sent your Qwilr proposal and the analytics start rolling in. Here’s what to pay attention to, and what’s mostly noise.
1. First Open
- Why it matters: If they opened it within hours, you’re top of mind. If it’s been days, you may need a nudge—or to move on.
- What to do: Follow up soon after a first open, especially if you see multiple opens from different locations (might mean it’s being shared internally).
2. Section Time
- Why it matters: If someone spends five minutes on “Pricing” and skips “Team Bios,” you know what they care about.
- What to do: Focus your follow-up on the sections they lingered on. “I noticed you had some time to review the pricing section—let me know if you have any questions or if you’d like to see alternative options.”
3. Repeat Views
- Why it matters: Multiple opens over a few days often means internal discussions, not just curiosity.
- What to do: Use this as a sign to offer help, not to get pushy. “Looks like the team’s reviewing—let me know if you need anything clarified.”
4. No Activity
- Why it matters: If they never open it, your deal’s already in trouble. Don’t wait a week to check in.
- What to do: Send a quick, non-nagging reminder. Sometimes spam filters or busy schedules are the culprit.
Ignore:
- Tiny differences in time spent (30 seconds vs. 45 seconds isn’t meaningful)
- Total view counts if you’re not using personalized links
Step 5: Avoid Vanity Metrics and Common Pitfalls
It’s tempting to over-analyze the numbers—don’t. Here’s what to skip:
- Don’t treat every view as intent. Sometimes, people open and bounce. Look for patterns, not single events.
- Don’t get fixated on “average time.” Context matters—did they actually read, or just leave the tab open while making coffee?
- Don’t use analytics as a replacement for real conversations. The numbers are a guide, not gospel.
What’s actually helpful:
- Use analytics as a trigger for when to reach out, not whether to reach out
- Look for big patterns (like everyone skipping “case studies”), then tweak your templates accordingly
Step 6: If You Need More, Connect Qwilr With Other Tools
Qwilr’s built-in analytics are simple. If you want more, you can:
- Integrate with your CRM. Qwilr hooks into Salesforce, HubSpot, and others. This helps you see proposal engagement alongside deal stages.
- Use notifications. Set up alerts for when a proposal is viewed or accepted, so you can follow up fast.
- Export data. Qwilr doesn’t provide deep exports, but you can copy key analytics into your own tracking spreadsheet if needed.
Reality check:
If you’re spending more time wiring up integrations than talking to clients, you’re missing the point. Keep it simple unless you really need complexity.
Step 7: Use What You Learn—And Don’t Overthink It
Don’t just watch the numbers go up and down. Use what you see:
- Tweak your templates if people always skip certain sections.
- Adjust your pricing page if that’s where everyone lingers but never accepts.
- Shorten your proposals if engagement drops off halfway through.
Iterate, test, repeat. Most of the value comes from small tweaks over time—not from one magical metric.
Keep It Simple—And Keep Improving
Client engagement analytics in Qwilr won’t close your deals for you, but they’ll give you a real edge if you use them wisely. Focus on the basics: Did they open it? What did they care about? Is there a clear next step? Ignore the urge to chase every stat and just use the insights to make your next proposal a little better. That’s how you actually win more business—no hype needed.