Signals of proposal interest
Analyze visits, viewing time, page scroll and clicks on proposal actions.
All platform features
Data that helps you follow up
Sales and proposal analytics
See which proposals need your attention.
What your process could look like
- Choose proposals to analyze
- Understand recipient activity
- Follow up with a purpose
What you can do
Connect recipient activity with sales progress. See which proposals have been viewed, where interest appears and which customers need a follow-up.
From sending to payment
Track progress from a sent and viewed proposal to acceptance, checkout initiation and payment.
Proposals needing attention
Return to unopened or expiring proposals and those with checkout issues. Use suggested next actions to organize 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.