Feature

Proposal Analytics That Help You Close More Deals

Stop guessing which proposals work. ProposalAI tracks views, engagement, win rates, and revenue — giving you the data to refine your approach and close more clients.

What ProposalAI Tracks

Total Proposals Sent

See how many proposals you've sent across all time periods.

View Count

Track exactly how many times each proposal has been opened by your client.

Win Rate

Your overall proposal acceptance rate — a critical business health metric.

Revenue Tracked

Total potential and actual revenue across all your proposals.

Proposal Status

Real-time status for every proposal: Draft, Sent, Viewed, Accepted, or Rejected.

Recent Activity

A live feed of recent proposal activity — what was sent, viewed, or accepted.

Data That Drives More Wins

See which proposals convert. Follow up at the right time. Close more clients.

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