Proposal analytics can tell you what activity was recorded after sharing. They cannot tell you what the client is thinking or why a deal will succeed.
Use the data to prepare a better conversation: check the document, read the feedback and ask about the decision that is still open.
Know what each signal can tell you
| Signal | Useful context | What it does not prove |
|---|---|---|
| Recorded view | The link was opened in a tracked session. | Who every reader is or whether they agree. |
| Section activity | Some parts of the proposal received recorded attention. | Whether the reader liked or understood them. |
| Repeat visits | The document was opened again. | That a purchase decision is imminent. |
| Comment or change request | The client has a specific question or requested revision. | That every other term is accepted. |
| Accepted status | The enabled acceptance process was completed. | That payment has been collected. |
Follow up on the decision, not the tracking
Review the last conversation and the proposal’s current status before sending a message. Ask whether the scope, timing or package needs discussion. Avoid telling the client you watched them spend a particular amount of time on a page.
In Propovo, Copilot uses saved proposal activity and feedback to help prepare a next step. Gmail, Outlook and SMTP connections are send-only; Propovo does not read the inbox or track client email replies.
Review patterns with enough context
When reviewing a group of proposals, use a consistent date range and account for differences in audience, service, size and stage. Keep currencies separate when comparing values.
Record known outcomes and reasons from real conversations. A change in acceptance rate alone does not establish that a design or follow-up caused it.
Build a simple review routine
Review activity
Open the proposals that need attention.
Read the feedback
Find the question or decision you can help resolve.
Prepare the message
Write a useful next step and check the recipient.
Record what happened
Update the action and deal stage after the conversation.