Tracking Proposal Status

Monitoring Proposals

Track exactly when clients view and interact with your proposals.

1. View status

   Go to Proposals to see status icons for each proposal

2. Track views

   See when and how many times a client viewed your proposal

3. Check activity

   Open a proposal to see detailed activity timeline

4. Set reminders

   Create follow-up reminders for proposals pending response

Tips

• Follow up within 24 hours of a client viewing your proposal
• Use view data to gauge client interest level