Your proposal Snapshot page gives you a detailed look at how your proposal is performing. Depending on what stage your proposal is in, these details can be a bit overwhelming. Here’s a breakdown of where you can find useful information about your proposal.
In a rush? Here’s what this article covers:
At the top of each snapshot page, you’ll find a list of actions that you can do with this proposal.
This dropdown menu allows you to set the status of a proposal. This is perfect for when your client sends you a signed PDF of the proposal.
Archive helps you move your proposal to the archive section of your pipeline. This frees up space in your pipeline and prevents your client from being able to view this proposal. This is also step one to deleting your proposal.
This tool places a PDF copy of this proposal on your computer. You’ll lose a few key features such as view metrics, esignatures, and commenting. It's good for those times when you need a physical copy, though.
If you want to re-use this proposal, but not enough to save it as a template, duplicating your proposal is the answer. This creates a copy of the proposal you can send to another client.
The “paper airplane” icon takes you to the proposal’s send page. You can copy a proposal link and send it to your client. Otherwise, you can let our email system send the proposal to your customer’s inbox.
The edit button takes you to the proposal’s editor. The editor helps you make tweaks and changes to the content of your proposal.
The preview button opens a new tab in your browser, taking you to the proposal’s preview page. It’s almost exactly like what your client will see when they open the proposal. What's the difference? You have a ribbon at the top of the preview page letting you customize how the page looks.
The settings pane gives an outline of the important details about your proposal.
The top of the pane shows your client details. These include a phone number and email for easy follow-up. You’ll also find the proposal ID, due date, and the colleague in charge of this proposal.
If you need to update any of these details, you can go to the proposal’s settings page. Click the edit button at the top of these details to reach that page:
This shows who needs to sign, who has signed, and how many signatures/initials/forms you need from each. The “pen” button beside the name of a colleague will open the proposal in Preview mode, so your colleague can sign.
Next to your client contact’s name, there are two buttons: A link and a stopwatch. The link will pull the tailored proposal URL for that signatory. The stopwatch allows you to send a reminder email without scheduling.
If your account has integrations enabled, you’ll find links and details for each one here.
Heads up: Wondering where your invoicing integration links are? Our invoicing integrations activate when the proposal is won. Once you ring that bell you’ll see those links appear here.
The activity feed is your at-a-glance accounting of your proposal’s activity. It lets you know precise details of when a proposal was edited, sent, viewed, signed, or commented on.
When you send a proposal, you’ll see two buttons:
View email shows a copy of the sent email. Download PDF lets you download a snapshot of the proposal as it was the moment you hit send. This is great for referring back to if negotiations need to move backward a bit.
The download PDF button also appears when a proposal is won, lost, or downloaded. That way you can have a document history if your customer wants to make changes.
You can see what comments were made, either by colleagues or by customers. You can even reply and @mention others within the activity feed:
To reply to this comment, type in the text box underneath the comment. Note: if you’re replying to a customer, they will be notified.
To leave an internal note, place it in the fill box at the top of the activity feed:
This is internal-only, so your customer won't see it.
If your client has viewed the proposal, you’ll get details on what they've looked at, how often they’ve looked at it, and for how long. Here’s a breakdown:
The number inside of the pie chart indicates the number of total views for this proposal. This is the amount of times the customer clicked on the link and entered the proposal’s page.
This indicates how much time their browser spent on a particular section.
Amount of hits:
This indicates how many times the client was looking at that section. If a customer is returning to a particular section often, the number of hits will increase. It's a great way to see if they have any questions or interest in a feature.
Time to view:
This is the amount of time it takes between you sending a proposal and your customer clicking the link. This provides great data if you’re trying to whittle down your time to close.
Total view time:
This is the total amount of time your customer has spent viewing this proposal.