Proposals

Tracking who opened, viewed, accepted or declined a proposal

Every proposal has its own link with full activity tracking.

Last updated

Every proposal you send creates a unique URL. The client does not need an account to view it. You see when they:

  • Opened: the link was first clicked
  • Viewed: they actually loaded the proposal page
  • Accepted: they hit the accept button on the proposal
  • Declined: they hit the decline button with optional feedback

Where to see status

Dashboard → Proposals. Each row shows the current status with the timestamp of the latest event. Click into a proposal to see the full activity timeline.

Proposals list page showing rows with client name, status chips (DRAFT, SENT, VIEWED, ACCEPTED, DECLINED), dates and action menus
The proposals list. Each row shows the current status badge, when it was last updated, and quick actions to duplicate, open, or rate-review.

Re-sending a proposal

If a proposal expired, was declined, or you want to send an updated version, duplicate it from the proposals list. The duplicate is a fresh draft you can edit and send anew with its own link.