See what catches the customer’s attention
Visits, viewing time, scrolling and clicks on proposal actions show how recipients explore your proposal. You have a specific starting point for the next conversation.
Sales and proposal analytics
Know which customer to follow up with
See who viewed the proposal and how far their decision has progressed. Pick cases that need a response based on activity rather than assumptions.
What your process could look like
- Choose proposals to analyze
- Understand recipient activity
- Follow up with a purpose
Turn proposal activity into your next conversation
“Proposal sent” tells you very little on its own. Recipient activity and sales status help you choose whom to call, what to ask and which case to handle first.
Distinguish interest from a decision
Review available events from sending and opening a proposal to acceptance, checkout initiation and payment. See where the customer stopped within the configured process.
Handle cases that need a response first
Spot unopened or expiring proposals and those with checkout issues. Suggested next actions help you organize customer follow-ups.
What your process could look like
Choose proposals to analyze
Review the report for the sales activity relevant to your team.
Understand recipient activity
See how recipients engage with proposals and which stage they have reached.
Follow up with a purpose
Choose your next customer contact based on activity signals and proposal status.
Practical questions
Sales and proposal analytics
See the platform in your business context
Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.