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when your client viewed your proposal
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where they viewed it
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the time of viewing and how long they spent viewing your proposal
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the device and browser they used to view your proposal
See what is important to your client based on how long they spent viewing a particular section of your proposal, or which sections they interact with.
After your client clicks on a proposal link to view it, the view count against the proposal will update. Get more details about their viewing activity by clicking on the Activity button.
Image 1: Proposal views and activity tracker.
Here you will see:
Click on Heatmap to see which sections of the proposal your clients have spent the most time on.
Click on Session Replay to watch a recording of how your clients scrolled through the proposal, where they stopped to read or which sections interest them the most.
Image 2: Proposal views and activity tracker.