Proposal Tracking

Learn how to track proposals, its lifecycle, insights, pricing, etc.

Dashboard
Do you know how many proposals you have sent this year, last year?  How many of those got converted? What is the success ration? Well, you will find a...
Tue, 3 Nov, 2020 at 1:04 AM
Proposal Status, Insights / Analytics
View Proposal Status In proposal page, you will see list of proposal cards. Each proposal card has certain information (proposal name, client name, prop...
Tue, 20 Jul, 2021 at 12:20 AM
Track, Update Proposal Status
Track Proposals by Status You can check proposal status as you filter proposals by proposal status (like shown below) Once you open proposal...
Mon, 19 Apr, 2021 at 3:59 PM