Proposal views
See recorded views and the latest viewing activity.
All features
Engagement tracking
See what happened after you shared.
Review proposal views and engagement signals so your next conversation starts with context.
Create your first proposal
What you can do
Reading activity
Review available session and section engagement.
Client feedback
Keep comments and requests for changes alongside the proposal.
Email signals
Review available opens and link activity for messages sent through connected inboxes.
The workflow
Share the proposal
Publish and send a link to your client.
Review activity
Open proposal details to inspect recorded engagement.
Read the feedback
Check comments and change requests.
Choose a next step
Follow up with a specific question or action.
Built around your work
Useful context
See recent activity before following up.
One conversation
Bring feedback and the proposal together.
Better questions
Ask about the parts of the proposal that need a decision.
What to know before you start
- Views and email opens are engagement signals, not proof of identity, intent or a buying decision. Email privacy tools can affect open tracking.