Determining if a Client Viewed a Proposal

Osmosis Support posted this on proposals

Go to the ‘Completed Proposals’ section, and find the proposal you’re interested in. Click on the link to view its history:

This shows a history of when, where, and how the proposal was viewed. On the right hand side, you can see how many times the proposal was viewed, and how many times each section was viewed, as well as the time spent on the entire document and each section.

If the proposal was viewed by multiple people at the client site, you can see each action by each person. The client’s IP address and browser are recorded, which allows you to distinguish the clients. You can also see where the client was when they viewed the document- this allows you to see if the client was travelling, or which client site they are visiting from.

 

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