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Proposal Activity Logs

Overview

You can track activities for the proposal templates and proposals, individually at the template and proposal level, from the Organization Settings.

Select the applicable tab for your edition of Responsive.

  • Organization Settings - Activities

    Click Organization Settings > Activities. The Organization Settings - Activities page is displayed as shown below:

    PB - Activity Log.png

    For Proposals, the activities are tracked as follows:

    • PROPOSAL DOCUMENT- Created
    • PROPOSAL DOCUMENT- Status Updated
    • PROPOSAL DOCUMENT- Deleted Permanently

    For Proposal Templates, the activities are tracked as follows:

    • PROPOSAL TEMPLATE- Created
    • PROPOSAL TEMPLATE- Status Updated
    • PROPOSAL TEMPLATE- Deleted Permanently

    Proposals - Activity Log

    To view the activities associated with a proposal, click the three-dot menu icon, and select Activity Log. The selected proposal’s Activities pop-up will be displayed as shown below:

    PB - Proposla Activities .png

    You can locate specific activities using keyword search and the available advanced filters.

    Templates - Activity Log

    To view the activities associated with a template, click the three-dot menu icon and select Activity Log. The selected template’s Activities pop-up will be displayed as shown below:

    PB - Template Activities.png

    You can locate specific activities using keyword search and the available advanced filters.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Organization Settings - Activities

    Click Organization Settings > Activities. The Organization Settings - Activities page is displayed as shown below:

    PB - Activity Log.png

    For Proposals, the activities are tracked as follows:

    • PROPOSAL DOCUMENT- Created
    • PROPOSAL DOCUMENT- Status Updated
    • PROPOSAL DOCUMENT- Deleted Permanently

    For Proposal Templates, the activities are tracked as follows:

    • PROPOSAL TEMPLATE- Created
    • PROPOSAL TEMPLATE- Status Updated
    • PROPOSAL TEMPLATE- Deleted Permanently

    Proposals - Activity Log

    To view the activities associated with a proposal, click the three-dot menu icon, and select Activity Log. The selected proposal’s Activities pop-up will be displayed as shown below:

    PB - Proposla Activities .png

    You can locate specific activities using keyword search and the available advanced filters.

    Templates - Activity Log

    To view the activities associated with a template, click the three-dot menu icon and select Activity Log. The selected template’s Activities pop-up will be displayed as shown below:

    PB - Template Activities.png

    You can locate specific activities using keyword search and the available advanced filters.

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