What makes Snapy different from other proposal software?

Most proposal software forces you into heavy proposal builders and complex CRM workflows. Snapy lets you keep your favorite design tools (Word, Google Docs, Canva, InDesign) and simply upload your finished PDF or deck to get a clean, tracked link with smart follow-up reminders.

How do I know when to follow up?

Snapy tracks exactly when your client opens the proposal and how much time they spend on each section. When they linger on the pricing page or revisit days later, Snapy alerts you immediately and gives you a copy-ready follow-up message.

Does my client need an account to view my proposal?

No. Your client clicks the link and reads your proposal instantly in their browser on any device. There are no logins, passwords required by default, or apps to install.

Can I protect confidential proposals?

Yes. In your link settings, you can add password protection, set an expiration date, require an email address to view, or disable file downloads.

What file formats does Snapy support?

You can upload PDF proposals, Word documents (.doc/.docx), PowerPoint presentations (.ppt/.pptx), and images up to 150MB.

Proposal software

Proposal software that makes sure you follow up

Send your proposal as a clean tracked link. See what your client reads, get alerted when they review pricing, and follow up at the right moment with the message written for you.

1Choose a file

Pick a name, or leave it blank for a random one.

Drag & drop a document or an image

or browse to choose

PDF, Word, Excel, PowerPoint and images · up to 150MB

The password, key, or note 0 / 4000

Dies after

Opens allowed

Add a passphrase

Mixed into the encryption key in your browser and never sent to Snapy. The link on its own stops being enough, so tell them the passphrase some other way — by voice, or in a different app. If they type it wrong, the secret is destroyed, so allow 2 opens if you use one.

🔒 Snapy cannot read it — the key is in the link, never on the server. Opening it deletes it. Lose the link and the secret is gone for good.

2Choose the use

3Add the client optional —

Your client link is ready

Send it now, or adjust access before you share.

Ready to send

Share one link. Know what happens next.

Your client sees a clean, view-only document. You get the first-open alert and reading activity.

Preview as client

First-open alert is onYou’ll be emailed when your client first opens this link. ON

Downloads are offYour client can read it in the browser but can’t save a copy. OFF

Open ↗ Send another way X WhatsApp LinkedIn

What happens next Open stats page ↗

Link ready
Client opens
You’re alerted
Follow up

Link settings

All your links ↗

Controls apply to this client link only.

Who opened it On — every open is counted

Every open is counted, with the time and country. This stats page is private to you: keep the link.

Open the stats page ↗ All your links ↗

Who can open it Anyone with the link

Stops working View only, hide the download button

Nothing else is touched.

Manage files Same link, new contents

The link never changes, so anything here reaches everyone who already has it.

Add more filesTurns this into a bundle with a contents page

Choose files No files chosen

Replace the fileSame link, new version. The old one stops being served

Choose file No file chosen

Your logoShown on the page your viewers see

Choose logo No image chosen

Turn it into a lead Off

Off

Off. Your viewers just see the file.

Add a button that lets them Your booking link Button text

Ask for their email Allow comments

Nothing else is touched.

Track when clients open and read your proposals

Snapy dashboard listing client proposals with open counts, status and a follow-up action — No editor to learn: send what you already wrote, and see what happened. Example data. Tap to see it full size.

You do not need proposal software to write a proposal. What you need is a way to send the one you already wrote and find out what the client did with it: whether they opened it, how long they stayed, and which pages they read.

Most proposal software tries to replace how you write proposals. They force you into rigid, web-based editors with expensive monthly subscriptions starting at $30 to $50 per user.

Snapy takes a simpler, more effective approach: create your proposal in whatever tool you love, and let Snapy handle the tracking and follow-up.

Turn any PDF, pitch deck, or document into a fast, branded link. The moment your client opens it, you know. When they spend two minutes reviewing your fee schedule, you get an alert. And when it is time to check in, Snapy hands you the exact email message to send.

Upload your proposal. Drop your completed proposal (PDF, Word, or presentation up to 150MB) into the box.
Name your client & share the link. Add your client's name or company so your alerts and follow-up messages are personalized.
Follow up at the perfect moment. Get notified the second they open your link, see which pages they read, and reach out while your proposal is top of mind.

Real signals, real alerts, clear actions

You do not need complicated charts. You need to know what your prospective client did and what action to take:

Client Signal	Snapy Alert	Suggested Action
First open	Alex opened your proposal	Wait. Let them review uninterrupted for 2 to 4 hours.
Read pricing	Alex spent time on pricing	Offer to clarify. Reach out offering to answer scope or budget questions.
Returned later	Alex came back today	Follow up now. They are actively evaluating your proposal right now.
No open in 2 days	Your proposal may be missed	Send a short reminder. A quick note to confirm receipt.
Downloaded	Alex downloaded the file	Ask about next steps. They likely forwarded it internally.

Built for solo professionals and independent consultants

No client friction: Your prospect clicks and reads immediately in their browser. No accounts or software required.
Fast mobile preview: Proposals render crisply on iPhones, iPads, and Android devices.
Client privacy & security: Add password protection, require email verification, set expiry dates, or disable downloads.
Simple, transparent pricing: Free to start with 1 active link. Upgrade to Snapy Pro for $19/month for unlimited proposals and smart follow-up assistance.

Proposal Tracking Software — Real-time open alerts and page reading analytics.
Proposal Follow-Up Email Templates — 5 ready-to-copy follow-up messages matching client behavior.
Secure Document Sharing — Password protection, expiry dates, and download controls.
Simple Pricing Plans — Transparent Free and $19/month Pro plans.

Proposal software that makes sure you follow up

✓ Your link is ready

Link settings

Track when clients open and read your proposals

Three simple steps: upload, share, close

Real signals, real alerts, clear actions

Built for solo professionals and independent consultants

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