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Client Activity & Metrics

Client Activity & Metrics

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

Allan Duquette avatar Luke Shea avatar
5 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.
Allan Duquette avatar
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.
Luke Shea avatar
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.
Allan Duquette avatar
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".
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago

Sales reports

Business metrics like close rate, amount of deals closed
Allan Duquette avatar
Written by Allan Duquette
Updated over a week ago