Activity tracking of Proposal or Estimate
complete
A
Admin Work Smarter CRM
Ability to view if the proposal/estimate has been opened and viewed. Being able to see how many times it has been opened would be great as well.
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S
Sales & Marketing
complete
This is delivered.
C
Chris Kyriacou
need this like yesterday!
C
Chris Roberts
Adding another vote for this feature.
S
Sales & Marketing
planned
K
Krystal Bella
We need better view for contracts (user needs to sign) we dont need to dig for this and only relay on the user email outside the platform. If its a user in the system which 99% are we need to see a action required (sign these) very obvious
R
Ryan Contreras
Definitely something we're looking forward to. We currently use PandaDoc to track Client activity on Proposal and it's very effective. Once this is integrated, it's a no-brainer for all our clients.
The ability to know when a client has seen the proposal or estimate so that we can guage the interest of the client.
Notifications
- Time client opened proposal/estimate
- Amount of time the client looked at the proposal/estimate
- Log of client activity on proposal/estimate like Website Tracking
- Which page did they look at the longest.
It's a very effective tool for closing to be emailed when the client has opened the proposal so that we're ready to answer any questions or engage in a meeting.
S
Sales & Marketing
Merged in a post:
Viewed Proposal
J
John Preece
When Proposal is opened it is marked as "viewed"
S
Sales & Marketing
Merged in a post:
Ability to see when and how often a prospect has viewed Proposal
A
Admin Work Smarter CRM
My clients are asking for a way to see how often and when a prospect viewed a proposal.
C
Channing Gardner
Absolutely! This would be great!