What Activity Is Tracked?

In order for activity notifications to be received on a sent proposal, you MUST send the proposal as a shared link. At this time, activity notifications will not be emailed to the account holder, they must be viewed by logging in to your Proposal Suite account.

Where Do You Find Activity Notifications

When a viewer uses the shared link and the options on that link, you will see new activity notifications by that proposal's Activity View column. Once viewed by anyone in the system, this new activity notification will disappear until new activity is received.

Proposal Activity Window

When you View a proposal's activity you will see the Proposal Activity Window. Any actions taken on the shared link will be recorded here. Activity WILL NOT show anything done with the proposal outside of the shared link options. You do have the option to print this activity for your reports from the activity window.