You and your Internal team are able to easily tell the number of people who have viewed a proposal and who they are!

If any of your clients view the proposal from their platform, it will reflect in the details of the proposal. It will include the number of people who’ve viewed it and their name/email address. If a client views the proposal from their email, then their name/email address would not be listed, instead, you would see “Anonymous” and the number of people who’ve viewed it.

To view the proposal activity, click on the bar chart that can be found at the left hand corner of the screen.