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The Digest

Track and see all interactions in your proposal in a timeline format.

Written by Simon I.
Updated over a week ago

The Digest is where every interaction that can occur on your proposal is tracked. A handy timeline view is provided to give you additional insight on when events happen and in what context.

Opens - know who is opening your proposal and at what time.

Edits - keep track of when your proposal was edited and by who on your team.

Recipient Additions - know when every recipient has been added to a particular proposal.

Table Based Heatmaps - get a table format of how long each recipient viewed your proposal each section of your proposal.

Issues - if you misspell an email address for a recipient and attempt to send the proposal through Proposa, we'll let you know that your email bounced and was not delivered.

Note: proposal opens require the Team plan and above and the table based heatmaps require the Business plan.

Additionally, you can now edit information about your proposal right on the digest including the value, recipients, collaborators, or internal name being used for reference.

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