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 this week

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