Optimized User Experience: How Proposaly’s Activity Feed Powers Smarter Sales

Design Sales

Whether you’re leading a SaaS sales team or managing a pipeline of sales across multiple clients, knowing exactly where each proposal stands can mean the difference between a deal closed and a deal ghosted.

That’s what makes Proposaly more than just contract management software, Proposaly is a streamlined proposal platform designed to simplify complex sales processes from pitch to payment. And at the heart of its optimized user experience lies one essential tool: the Activity Feed.

In this article, we’ll break down how sales managers can use Proposaly’s real-time activity tracking to boost visibility, accelerate close rates, and make data-backed decisions while also covering key features like digital signatures, invoice tracking, and workspace organization

Why Sales Managers Need Full Visibility

For modern sales managers, analyzing sales performance isn’t just about spreadsheets and weekly check-ins. You need instant, intuitive insight into what’s happening across your team and your deals.

With traditional proposals for business, visibility is often limited to inbox pings and status updates. But when you’re managing multiple reps, complex approval chains, and prospects across the sales cycle, those limitations create risk.

Proposaly’s sales dashboards and sales rep dashboard view change that by giving you a clear visual of everything in motion-from who’s viewing which proposal to where things are getting stuck.

Track Every Client Action in Real Time

Proposaly’s Activity Feed acts like a live event log for every proposal you send. You’ll know:

When a proposal is opened-and how many times
Who viewed it, from which department or device
Whether internal reviewers left comments or edits
When the electronic signature was completed
If the invoice was generated, paid, or delayed

Everything is time-stamped, centralized, and visible inside one scrollable feed-no toggling between tabs, apps, or team chats.

Say Goodbye to Guesswork

When you’re managing dozens of company proposals, guesswork can cost you deals.

With Proposaly, you don’t have to wonder if the client opened the proposal. You’ll know.

And you don’t have to rely on reps to follow up at the right time. You’ll see engagement data that tells you when to step in, what to nudge, and who might need additional support.

This level of transparency is particularly valuable in software as a service sales, where long cycles and multiple decision-makers can make tracking progress feel impossible. By monitoring every touchpoint in the sales dashboard, you’re not just watching progress-you’re directing it.

Customize Your Sales Metrics for Smarter Decisions

Beyond individual proposal activity, Proposaly gives sales managers and team leads real insight into performance across the sales funnel:

Proposal view rates and time on page
Signature turnaround time (avg. per client or rep)
Invoice payment status (sent, paid, overdue)
Add-on interaction rates (track engagement with optional services)
Completion rate by rep, campaign, or workspace

Use these metrics to improve your close rate, adjust pricing or messaging, and support struggling reps with data – not guesswork.

5 Things You Want to Know After Sending a Proposal

These are the exact questions Proposaly helps you answer-automatically:

Has the client opened the proposal?
Proposaly notifies you the moment your proposal is viewed. If it’s still sitting unopened, you can trigger a follow-up reminder instantly-no need to guess or wait.
Have all stakeholders viewed and commented?
Know exactly who’s engaged and who hasn’t. Proposaly tracks viewer names, timestamps, and comments so you can follow up with the right person, not the whole thread.
Are there approval blockers?
With role-based approval flows, you can assign who needs to sign off-and spot where things are getting stuck. No more guessing who’s holding things up.
Has the signature been completed?
Built-in electronic signature tools let clients sign directly in the proposal. You’ll get notified the moment it’s signed-no extra apps, links, or confusion.
Has payment started?
Track invoice status from sent to paid. Whether it’s a single payment, milestone, or installment, Proposaly shows you what’s been paid, what’s due, and what’s late.

Integrated Tools, Fewer Platforms

Proposaly is more than just contract management software-it’s your all-in-one command center for SaaS sales. No more jumping between platforms:

Create professional proposals for business using templates
Assign review roles with version control
Collect legally binding electronic signatures in-platform
Auto-generate invoices from approved deals
Process payments through secure, built-in gateways (milestone, single, or installments)

Everything lives in one sales dashboard, one platform, with zero confusion.

Built for SaaS and Speed

Software as a service sales requires fast follow-up, clarity, and cross-team collaboration. Proposaly supports every step:

Organize deals by status: Lead, Draft, Approved, In Progress, Completed, or Archived
Tailor proposals for ideal customer profiles with smart templates and editable add-ons
Use live analytics to test, optimize, and iterate on what’s working

Sales managers get full pipeline visibility. Sales reps get a seamless, intuitive tool. Clients get a frictionless experience from proposal to payment.

Ready to Stop Guessing and Start Closing?

Proposaly isn’t just smarter-it’s faster. Whether you’re managing SaaS sales, coaching a lean team, or scaling your proposal volume, the Activity Feed gives you real-time insight that drives better decisions.

🔗 Start your free trial today at Proposaly.io and take control of your pipeline.

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