Analytics

Analytics

Open the Analytics for each proposal from the proposals dashboard (or view all your team's sent proposals from the Sent button in the upper-right).

See who has viewed the proposal, when they last viewed it, and how much time they've spend on each page!

Closing a Proposal

After your client has made a decision, mark the Proposal as Closed Won, and select which Option was chosen by your client... or mark it as Closed Lost. Use this data to better understand what type of Proposals are winning business and what types need adjustment!



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