Proposal activity, questions and reports

Activity

Activity on a proposal lists everything that happened to it: versions, approval, sending, emails that could not be delivered, each time it was opened (by whom, when, and on a phone, tablet or computer), changed choices, questions, signatures, acceptance or decline, payments, follow-ups, expiry and what ran when the work started.

Opens by members of the proposal's team, and previews, are not counted.

The proposal's sending, first opening, acceptance and decline also show in the client's activity in Contacts.

Reading time

For the version recipients were sent, Reading time shows how long each recipient spent on each section, counted while the section is on their screen and they are using the page. The client's page tells them that you can see when the proposal is opened and which sections are read.

Questions and change requests

A recipient can Ask a question about the whole proposal or one section, or Request changes. Both appear on the activity page, and you are emailed. Reply there: the recipient is emailed your reply with their link, and it shows on their page. A change request does not end the proposal; revise it and send the new version.

Notifications

The owner of a proposal is emailed when a recipient first opens it (then at most once an hour for each recipient), when a question or change request arrives, when each signer signs, and when it is accepted, declined, paid or expires, and when an approver approves it or asks for changes. Approvers are emailed when approval is asked for. Your notifications in Proposals settings turns each of these on or off for you. The owner starts as the person who made the proposal; Edit details changes it.

Reports

Reports shows, for a range of dates, how many proposals were sent, accepted, declined and expired and their one-time value; the win rate, which is accepted out of accepted, declined and expired; the median number of days from first sending to a decision; and the value of proposals still waiting. Each proposal counts on the day each thing happened. Break the report down by owner, starter or client, and Download CSV for a spreadsheet. Values are shown in each proposal's currency.

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