- Proposals Module
- Track & Optimise Proposals
Track & Optimise Proposals
Automatically track every proposal you send
Stay on top of every proposal with a clear, timestamped history. From creation to sending and final signature, Cinqd logs each stage so your team always knows the exact status.
No guesswork, no delays just a transparent record of proposal progress, helping you manage follow-ups confidently and keep deals moving forward.
Smart tracking, smarter decisions
Discover how this feature streamlines workflows, enhances productivity, and delivers smarter business outcomes
Real-time
tracking
Clients can comment on proposals for faster reviews and decisions.
Proposal history made clear
Track proposal creation, sending and signing with timestamps
Smarter
follow-ups
Centralise proposal chats to reduce emails and missed updates.
Boost win rates with insights
Use live metrics to improve proposals and close deals faster
Visibility that drives timing
Track proposal milestones in one place. Created, sent, signed, every stage is logged with accurate time stamps so you always know where things stand..
Secure engagement monitoring
Keep your proposals safe with advanced permission settings, secure client links, and audit trails. Limit access by role, track every view and edit, and ensure sensitive data is only seen by the right people.
With built-in compliance support and activity logs, your team can send proposals confidently knowing security is never compromised.
Streamline internal review cycles
Boost internal efficiency by eliminating bottlenecks in proposal workflows. Cinqd allows your teams to track internal approvals, monitor task status, and receive automatic updates when a proposal is ready for review or revision. Assign roles, define approval chains, and set custom reminders.
With a clear audit trail and status visibility, your legal, finance, and sales teams stay in sync, reducing back and forth and last-minute surprises
Frequently Asked Questions
What can I track with the proposal tracking feature?
You can track key actions such as when a proposal is drafted, approved, sent, viewed, and signed. This keeps you informed of progress at every stage of the proposal lifecycle.
Does the tracking feature show real-time engagement?
The tracking feature records every key action in the proposal lifecycle such as when a proposal is created, edited, sent to the client, viewed, and signed. This gives your team full visibility into progress without manual follow-ups.
Can I see how each proposal is performing over time?
Yes. Each proposal includes a full history of actions such as when it was created, edited, sent, viewed by the client, and signed. This timeline helps you track progress and keep every deal on schedule.
Is client data protected during engagement tracking?
Yes, Cinqd ensures all tracking activities comply with GDPR and privacy laws. Data is encrypted and securely stored.
Can I use insights to improve future proposals?
Yes. Engagement metrics highlight what’s working and what’s not, so you can adjust templates, content, or timing for better results.
Can I identify proposals that need follow-up?
Yes. Cinqd makes it easy to spot proposals that have been sent or viewed but not yet signed, helping your team prioritise follow-ups and keep opportunities moving forward.
Stay in control of every proposal
Monitor performance, speed up decisions, and never miss a follow-up. Start tracking smarter with Cinqd’s proposal insights.
