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" workflow.

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 then on, the data updates in near real time.

You will see the following details on the Proposal Analytics page.

In the top-left corner of the Proposal Analytics tab, you can see a widget showing the number of recipients the proposal was sent to, the percentage who viewed it, and the percentage who could not view it.

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.

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.

Here, you can see recipients' names and emails, when the proposal was sent, how many times they viewed it, and when they last viewed it. You can sort all of the columns.

On the far right, you can see the options to resend the proposal, revoke access, or remove the recipient's access.

Once the proposal is accepted, you can see who accepted it.