Proposal Analytics is a valuable feature that enables you to track views and approvals of proposals shared via email or URL. Proposal Analytics can help you expedite the Proposal Acceptance process.
Proposal Analytics is enabled by default. D-Tools Cloud collects proposal-view data as soon as any recipient views the proposal. At that point, you will see data for Proposal Analytics under the "Overview" tab in the relevant quote. From this point forward, the data is updated in near real-time.
You will see the following options on the Proposal Analytics page.
Proposal views
In the top-left corner of the Proposal Analytics tab, you will see a widget with the number of recipients to whom the proposal was sent, the percentage of recipients who viewed it, and the percentage of recipients who could not view the proposal.
Valid Until date
Here, you can click the date picker to set an expiration date for the proposal, after which recipients will not be able to view it.
You can set the default "Valid Until" date for proposals in "Settings > Proposals > Valid Until Days" by specifying the number of days the recipients can access the proposal.
Reminder email
Here, you can add up to 2 reminders by specifying how many days before the expiration date they should be sent. You can also "Edit email text" and add the subject and text of the reminder emails.
Recipients
Here, you will see the recipients' names and emails, the time the proposal was sent, and when it was viewed. You can sort all of the columns.
On the far right, you have the options to resend the proposal, revoke access to it, or remove the recipient's access.
When the proposal is accepted, you will be able to see who accepted the proposal.
