Monitor which sections get read, how long prospects spend reviewing, and which pricing options convert best so you can optimise proposals.
Most proposals get sent and forgotten. You don't know if prospects opened them, which sections they read, or whether they shared them internally. Proposal software tracks everything views, time spent per section, who else viewed it, and when they stopped reading. This data reveals problems. If prospects skip your case studies, they're not compelling. If they bounce at pricing, it's too high or unclear. This chapter shows you how to track proposal engagement, identify patterns in winning vs losing proposals, and use data to optimise templates so more proposals close.
Proposals sent via email disappear into inboxes. You don't know if they've been opened, which sections were read, or whether pricing scared them off. Proposal software tracks engagement, automates generation from CRM data, and shows exactly where prospects get stuck so you can follow up intelligently.
See playbook
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Calculate what percentage of qualified opportunities close to measure sales effectiveness and identify whether poor conversion reflects targeting, process, or competition.
Calculate the percentage of visitors who complete desired actions to identify friction points and measure the effectiveness of marketing and product changes.
