Overview
Gain comprehensive insights into how recipients engage with your proposal using the Proposal Engagement feature.
Proposal Analytics
To view the engagement details for a completed proposal, click on any tab within the Proposal section. You will also find the icon next to the Download or Share option within a proposal.
- Displays the proposal title and version.
- Displays the engagement details for the proposal. You can use
to view the other metrics.
- Displays the summary of the engagement for the proposal.
- Switch between the Recipients and Activity tab.
- Recipients Tab:
- Displays statistics for each recipient of the proposal.
- Click on the number of shares to view with whom the proposal has been shared.
- Activity Tab:
- Displays a chronological view of all actions performed on the proposal.
- You can click on the recipient link to view with whom the proposal has been shared.
- You can use the search box and advanced filters to narrow down specific activities.
- Recipients Tab: