We’re living in a data-driven world. The more information you have, the better your odds of success. Sales is no different. If you know when the customer has interacted with your proposal, you can gauge when to follow-up and when to ring that victory bell.
Pressed for time? Here’s what this article covers:
Activity Feed Basics
To reach your proposal’s activity feed, click on your chosen proposal from the pipeline page:
This will take you to your proposal’s snapshot page. Your activity feed will be on the right-hand side, near the bottom.
Keep scrolling below to see a full accounting of your proposal’s activity. These include up-to-the-second timestamps and PDF document records:
We record each moment in the activity feed, converted to the time zone found in your profile page.
If your time zone isn't customized, this defaults to Proposify's time zone. We'll label our time zone as well.
HEADS UP: Signatures are still recorded using Atlantic Time. You’ll find your time zone translation underneath:
Sometimes you need to keep an accurate record of what your client had downloaded. Other times, you’d like to record a particular milestone in your proposal process. Proposify generates and stores a PDF file when the proposal moves to these stages:
As well as whenever you or your customer downloads a PDF. This lets you keep an accurate record of what your customer was looking at. Even better: it gives you groundwork on what to restore if your customer changes their mind.
To find a PDF copy in the activity feed, locate when the proposal was either sent, won, lost, or downloaded. You’ll see a download PDF button next to each stage:
Click that button and you’ll receive a PDF copy of the proposal they were looking at during that moment.
When you click download PDF, we'll place a PDF copy of that version on your hard drive. This PDF will also be time stamped so you can see when this version was active:
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