Trust content created on the internet can sometimes be dangerous. Your sales documents are no different. When a customer signs a document and downloads a PDF, it can be hard to trust that it's exactly as-is when they signed. Proposify has the option to include an audit trail at the end of a signed PDF. This gives you and your prospect an overview of your document activity, helping build trust between you and your prospect.
In a rush? Here’s what this article covers:
Set and Disable Audit Trails
You can activate and de-activate audit trails from the Template Settings menu. You can find this under the options tab.
Select the box next to show audit trail to enable it. Once selected, future documents based on this template will include an audit trail in the PDF.
If this option is set and you’d like to disable it, deselect the option. All future proposals made from this template will not include an audit trail.
NOTE: Enabling/disabling this option will not change any existing documents from this template. Only ones generated from here on out will have these settings.
What Audit Trails Cover
Audit trails will include activity from the activity feed. This includes:
- Proposal status changed
- Signatures received (including IP address, signature, date, and time)
- Edits made to the document.
- When the document was viewed.
- Comments left in the document.
NOTE: Worried about your internal comments being shown in the audit trail? The audit trail will only show that a comment was left in the document itself, including the text. Internal comments will be hidden.
When Audit Trails Activate
Audit trails will only activate once the document is in viewed status. Also, the activity in the audit log will only begin from that status change. This way, your prospect won't be swarmed with all the activity from before they saw the document. They'll only see what happened after they gave it a look.
From the viewed stage, we update the audit trail when the proposal moves to unsigned, won, or lost stages.