Track how your proposal is read
Knowing what your client read helps you prepare your follow-up.
On the proposal page, the "Analytics" step shows how your proposal is viewed. Once the proposal is sent, the right-hand panel also shows your recipients' latest sign-ins.
- Overview
- Space visits, number of sessions, average time per visit and total time spent in the space.
- Pages
- Time spent on each service, to see what caught their attention.
- Quote
- How the quote was read, page by page.
- Files
- The annexes viewed and downloaded.
The dashboard brings together the activity of all your proposals: opens, sessions, average time, total time, proposals by status and most viewed pages.
