Complete Visibility Into Client Decisions
Stop wondering if clients received your proposal. QuickEstimate tracks every open, scroll, and signature attempt in real time.
Dashboard updates instantly + push notifications keep you informed without constant checking.
Step-by-Step: Finding Proposal Status
Access detailed tracking from three locations. Each shows different levels of client engagement data.
Dashboard Overview
Quick snapshot of all active proposals and their current status.
- Go to Proposals Dashboard
- Status badges show: Sent Viewed Approved
- Colour-coded rows (yellow=sent, blue=viewed, green=approved, red=declined)
- "Last Activity" column shows time since last client action
- Click any proposal for full timeline
Individual Proposal Timeline
Complete history of client interactions with your specific proposal.
- Click any proposal → "View Activity"
- Timeline shows every open, section viewed, time spent
- Real-time updates as client interacts
- Device tracking (iPhone, Desktop, Android Tablet)
- Location data (city level privacy-safe)
Timeline auto-refreshes every 30 seconds while client is active.
Instant Notifications
Never miss important client actions with push + email alerts.
- First Open: "Client opened proposal" push notification
- Signature Attempt: "Client signing now" urgent alert
- Approval: "✅ Proposal accepted!" with contract attached
- Decline: Reason + client comments included
- Browser notifications + email + mobile push
Advanced Analytics
See exactly what clients focus on (or ignore) in your proposals.
- Heatmaps show most-viewed sections
- Time spent on cover vs pricing vs terms
- Scroll depth (% of proposal read)
- Hover tracking on signature button
- Exit points (where they stopped reading)
Use analytics to improve future proposals—shorten sections clients skip.
Status Workflow
Understand what each status means and what to do next.
Status auto-updates across dashboard, notifications, and proposal timeline.
Proposal Status Meanings
- Sent: Delivered to client inbox/link shared
- Viewed: Client opened proposal (tracks IP/device)
- In Review: Actively reading (live session >2min)
- Approved: Client signed digitally or checked acceptance
- Declined: Client clicked decline + optional feedback
Every status triggers specific notifications and dashboard updates.
Pro Tips for Tracking Success
Maximize insights from your tracking data.
Enable All Notifications
Push + email + browser = never miss a signature attempt.
Mobile App Alerts
Get proposal updates on your phone instantly.
Check Heatmaps Weekly
Optimise proposals based on what clients actually read.
Live Session Priority
Call clients during "In Review" status (highest conversion window).
Filter by "Viewed 3+"
Prioritise proposals with repeat visits—they're close to signing.
Export Activity Logs
CSV export for CRM integration or sales reporting.
Start Tracking Today
Send a proposal and watch the real-time magic happen.