Get deep insight into how your clients are engaging with your quotes, proposals, contracts and promotional offers.
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See how your clients are engaging with your quotes
Take the guesswork out of analysis by seeing what parts of your quote gets engagement and what don’t.
Mouse tracking shows you how your document been read.
Heat mapping highlights areas of most and least engagement.
Page timings give an indication of how long the client spends on certain areas of your document.
Highlighting where the client has moved to.
Highlighting areas of interest or concern.
View client engagement to see what parts of your document need further conversation.
Seamless integration with your favourite tools
Connect your quoting process to your CRM (HubSpot, Sales Force) and Accounting package (Xero, QuickBooks, Sage) for seamless data management.