Client Activity & Metrics

See when clients are viewing your proposal, where they're looking and understand your close rate

6 articles in this collection
Written by Allan Duquette and Luke Shea

The Proposal Snapshot Page

Looking for a breakdown of your proposal snapshot page? Click here to get the details.

Written by Allan Duquette
Updated over a week ago

Reports

Looking to wow your boss with some of that sweet, sweet sales data? Here’s how to generate a report from Proposify and export it to CSV.

Written by Allan Duquette
Updated over a week ago

Metrics

Looking to take your business performance to the next level? Read here to see where to start.

Written by Luke Shea
Updated over a week ago

Proposal Activity Feed

Looking for details on your proposal’s activity feed? Click here for more details.

Written by Allan Duquette
Updated over a week ago

Tracking your signatures

Not quite sure why your proposal is still in "awaiting signatures"? Here's a quick guide to see which signatures are needed to get to "won".

Written by Allan Duquette
Updated over a week ago

Sales reports

Business metrics like close rate, amount of deals closed

Written by Allan Duquette
Updated over a week ago