Client activity on a proposal

When viewing the proposal snapshot page after the proposal has been viewed, you will see the View Metrics for this proposal.

The metrics will show a breakdown of each section, how long each section was viewed for, and how many times each section was viewed:

Other Metrics include:

  • Time To View: How long it took the client to view the proposal after you sent it. If your Time to View is 10 minutes, this means your client initially clicked the link and viewed the proposal 10 minutes after you sent it.
  • Total view time: The total view time of the proposal.

Proposal Metrics are updated every 5 minutes, giving you accurate metrics quickly.

On the Proposal Snapshot page, in the top right corner, you'll also see a message indicating that your client is viewing the proposal right now:

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