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Approvals & sending

Track opens & reads

See when a client opens a document and how far they read it, so you can follow up at the moment of interest instead of guessing whether your proposal ever landed.

5 min readUpdated 18 Jun 2026

What you can see

Once a document goes out from your domain, you stop sending into silence. waxTable records when the link is first opened and how far the reader gets, so you can tell the difference between 'they haven't looked yet' and 'they read the whole thing twice'.

  • First open — the moment the client first views the document.
  • Read depth — roughly how far through they got.
  • Repeat visits — whether they came back to look again.

Why it changes your follow-up

The hardest part of winning work is timing the follow-up. Too soon and you're nagging; too late and they've moved on. Read signals take the guesswork out of it.

A proposal opened three times this morning is a conversation waiting to happen — call while it's warm.

If a client read to the pricing and stopped, that's a clue worth acting on. If they haven't opened it at all after a few days, a gentle nudge is more useful than a closing call.

Putting it to work

  1. Send from your domain

    Deliver the document as a tracked link so opens and reads are recorded.

  2. Watch for the first open

    The first open tells you it reached the right person and they've started reading.

  3. Read the depth, not just the open

    How far they got hints at what to lead with next — reassurance on price, more detail on scope, or a simple ask for the go-ahead.

  4. Follow up on the signal

    Reach out while interest is fresh, referencing what they're clearly weighing rather than a generic 'just checking in'.

Reading the signals honestly

Tracking is a useful indicator, not a lie detector. Treat it as one input among several.

  • An unopened document might mean a forwarded link opened elsewhere, or a busy week — not disinterest.
  • Read depth is approximate; people skim, scroll back and reopen.
  • A forwarded link can be opened by several people, so opens aren't always one reader.

Privacy and your client

Tracking is about the document you sent, so you can serve the client better — not about following them around the web. We handle this data carefully and in line with our privacy commitments.

For how we treat data generally, see data security at waxTable and our privacy, GDPR and the DPA page.

Frequently asked questions

Will the client know I can see their reads?

Tracking covers the document you delivered, in the ordinary way that sent business documents can report a view. We describe how we handle this data on our privacy page.

Why does it say unopened when I know they read it?

They may have opened a forwarded copy, viewed an attached PDF instead of the link, or read on a device that didn't register. Tracking needs the live link from your domain to record an open.

Can I track a PDF I send myself?

No. A file attached from your own mail client can't report opens or reads. To keep tracking, send the document as a link — see send from your domain.

Does read tracking use credits?

No. Tracking a sent document doesn't deduct credits the way generating one does. See how credits work.

Can my whole team see who read what?

Visibility follows your roles and permissions. See team members and roles.

Still need a hand?

Waxe answers most questions right inside the app. For everything else, our team replies within one business day.

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