Tracking & analytics
Get real-time insights into how prospects are interacting with your proposals, map new stakeholders when your content is shared, and shorten the sales cycle by knowing exactly when and how to act. This is software that becomes your sixth sense for confidently closing deals.
Wave goodbye to guesswork with real-time buyer insights
Track proposal views, total time spent, and unique viewers. See exactly which pages are capturing attention and for how long. Plus, access a detailed timeline to monitor all engagement activity over time.
Keep on top of who’s involved in the deal and identify new participants when documents are forwarded. You can easily monitor engagement, prioritize follow-ups, and ensure key decision-makers are staying engaged throughout the process.
Sales intelligence Get a comprehensive view of all your deals, with insights into which need attention and which are on track to close. Accurately forecast based on deal activity, prioritize opportunities, and provide the right support to close more effectively.
Get alerted when buyers engage with your proposals, view your documents, or when new stakeholders appear. You’ll also receive notifications when someone writes in the chat, so you can respond quickly and keep the deal moving forward.
A seamless sync brings proposal tracking and analytics directly into your system for more accurate reporting, and ensures your CRM data is always up-to-date for a complete view of your deals.
Your proposals, demystified.
"The engagement tracking is just huge for me. The tracking features help us prioritize follow-ups and refine our approach based on what actually interests the buyer"
Make your next move with data-driven confidence
Armed with insights into how buyers are interacting with your content, you can perfectly tailor your outreach. Spend less time wondering if your proposals are being read or shared, and more time focusing on high-impact follow-ups that move your opportunities forward.
Never miss a beat on buyer engagement
Notifications keep you in the loop, instantly alerting you when buyers engage. Whether they’re viewing, sharing, or messaging, you’ll know exactly when to jump in and keep the conversation going, so you’re always prioritizing the right deals.
Unmask the power players in your deals
Tracking stakeholders manually can leave gaps and blind spots in your deals. GetAccept makes it easy to spot key players and decision makers, ensuring no one is left in the shadows. And when we’re synced with your CRM, new stakeholders are automatically added to keep your records up-to-date.
Clear skies with accurate forecasting
Our dashboard overview will help you understand your true pipeline and eliminate end-of-the-month stress with real-time data. This empowers you to refine your forecasts with confidence, allocate resources effectively, and guide your team to focus on the deals that drive the most impact.
500+ Tools
Elevate your CRM with buyer insights
Get proposal tracking and analytics directly in your CRM. Stay up to date with real-time notifications, gain a clearer view of your pipeline, and make smarter decisions with data that’s seamlessly integrated into your team’s everyday workflow.
Find your integrationFrequently asked questions about tracking & analytics
The analytics will show how many times the document has been opened, the total time spent on the document, and how many unique viewers have looked at the doc.You can also see how much time has been spent on each page of your document, which can hint at what your recipient is interested in most.
Document tracking & analytics as well as the sales dashboard are included in all plans. The deal score and reporting & sales analytics is included in Professional and Enterprise + plans. You can find more info on our pricing page.
It essentially helps you understand in real time how a prospect is engaging with your sales content or proposal so you can strategize a course of action to close the deal. You can understand which of your prospects have seen your pricing table and how much time they have spent on it, for example, to gauge their interest.
Yes, depending on the integration, you can find out directly from your CRM environment how prospects interact with your documents. Check out our integration and automation section for more info on all our CRM integrations like Salesforce, Hubspot, Microsoft Dynamics and SuperOffice.
You can see a summary of sent documents, deals sent, signed documents, won deals, sent value and deals value on the selected month.
