{"id":43069,"date":"2025-07-08T17:07:35","date_gmt":"2025-07-08T14:07:35","guid":{"rendered":"https:\/\/proposaly.io\/blog\/?p=43069"},"modified":"2025-10-27T20:02:52","modified_gmt":"2025-10-27T18:02:52","slug":"optimized-user-experience","status":"publish","type":"post","link":"https:\/\/proposaly.io\/blog\/optimized-user-experience\/","title":{"rendered":"Optimized User Experience: How Proposaly\u2019s Activity Feed Powers Smarter Sales"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"43069\" class=\"elementor elementor-43069\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-7942a2d2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"7942a2d2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-703f5ccf\" data-id=\"703f5ccf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-069e10e elementor-widget elementor-widget-text-editor\" data-id=\"069e10e\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Whether you&#8217;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.<\/span><\/p><p><span style=\"font-weight: 400;\">That\u2019s 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 <\/span><b>Activity Feed<\/b><span style=\"font-weight: 400;\">.<\/span><\/p><p><span style=\"font-weight: 400;\">In this article, we\u2019ll break down how sales managers can use Proposaly\u2019s 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<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f6f5922 elementor-toc--minimized-on-tablet elementor-widget elementor-widget-table-of-contents\" data-id=\"f6f5922\" data-element_type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h1&quot;,&quot;h2&quot;],&quot;exclude_headings_by_selector&quot;:[],&quot;marker_view&quot;:&quot;bullets&quot;,&quot;icon&quot;:{&quot;value&quot;:&quot;fas fa-circle&quot;,&quot;library&quot;:&quot;fa-solid&quot;},&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;minimized_on&quot;:&quot;tablet&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h3 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h3>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__f6f5922\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__f6f5922\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__f6f5922\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1655816 elementor-widget elementor-widget-text-editor\" data-id=\"1655816\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><span style=\"font-weight: 400;\">Why Sales Managers Need Full Visibility<\/span><\/h2><p><span style=\"font-weight: 400;\">For modern sales managers, analyzing sales performance isn\u2019t just about spreadsheets and weekly check-ins. You need instant, intuitive insight into what\u2019s happening across your team and your deals.<\/span><\/p><p><span style=\"font-weight: 400;\">With traditional proposals for business, visibility is often limited to inbox pings and status updates. But when you&#8217;re managing multiple reps, complex approval chains, and prospects across the sales cycle, those limitations create risk.<\/span><\/p><p><span style=\"font-weight: 400;\">Proposaly\u2019s sales dashboards and <\/span><b>sales rep dashboard<\/b><span style=\"font-weight: 400;\"> view change that by giving you a clear visual of everything in motion-from who&#8217;s viewing which proposal to where things are getting stuck.<\/span><\/p><p>\u00a0<\/p><h3><b>Track Every Client Action in Real Time<\/b><\/h3><p><span style=\"font-weight: 400;\">Proposaly\u2019s Activity Feed acts like a live event log for every proposal you send. You\u2019ll know:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When a proposal is opened-and how many times<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Who viewed it, from which department or device<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Whether internal reviewers left comments or edits<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When the electronic signature was completed<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">If the invoice was generated, paid, or delayed<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Everything is time-stamped, centralized, and visible inside one scrollable feed-no toggling between tabs, apps, or team chats.<\/span><\/p><p>\u00a0<\/p><h2><span style=\"font-weight: 400;\">Say Goodbye to Guesswork<\/span><\/h2><p><span style=\"font-weight: 400;\">When you\u2019re managing dozens of company proposals, guesswork can cost you deals.<\/span><\/p><p><span style=\"font-weight: 400;\">With Proposaly, you don\u2019t have to wonder if the client opened the proposal. You\u2019ll know.<\/span><\/p><p><span style=\"font-weight: 400;\">And you don\u2019t have to rely on reps to follow up at the right time. You\u2019ll see engagement data that tells you when to step in, what to nudge, and who might need additional support.<\/span><\/p><p><span style=\"font-weight: 400;\">This level of transparency is particularly valuable in <\/span><b>software as a service sales<\/b><span style=\"font-weight: 400;\">, where long cycles and multiple decision-makers can make tracking progress feel impossible. By monitoring every touchpoint in the <\/span><b>sales dashboard<\/b><span style=\"font-weight: 400;\">, you\u2019re not just watching progress-you\u2019re directing it.<\/span><\/p><p>\u00a0<\/p><h3><b>Customize Your Sales Metrics for Smarter Decisions<\/b><\/h3><p><span style=\"font-weight: 400;\">Beyond individual proposal activity, Proposaly gives sales managers and team leads real insight into performance across the sales funnel:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Proposal view rates and time on page<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Signature turnaround time (avg. per client or rep)<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Invoice payment status (sent, paid, overdue)<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Add-on interaction rates (track engagement with optional services)<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Completion rate by rep, campaign, or workspace<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Use these metrics to improve your close rate, adjust pricing or messaging, and support struggling reps with data &#8211; not guesswork.<\/span><\/p><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c2485a1 elementor-widget elementor-widget-text-editor\" data-id=\"c2485a1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><b>5 Things You Want to Know After Sending a Proposal<\/b><\/h3><p><span style=\"font-weight: 400;\">These are the exact questions Proposaly helps you answer-automatically:<\/span><\/p><ol><li><b> Has the client opened the proposal?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">Proposaly notifies you the moment your proposal is viewed. If it\u2019s still sitting unopened, you can trigger a follow-up reminder instantly-no need to guess or wait.<\/span><\/li><li><b> Have all stakeholders viewed and commented?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">Know exactly who\u2019s engaged and who hasn\u2019t. Proposaly tracks viewer names, timestamps, and comments so you can follow up with the right person, not the whole thread.<\/span><\/li><li><b> Are there approval blockers?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">With role-based approval flows, you can assign who needs to sign off-and spot where things are getting stuck. No more guessing who\u2019s holding things up.<\/span><\/li><li><b> Has the signature been completed?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">Built-in electronic signature tools let clients sign directly in the proposal. You\u2019ll get notified the moment it\u2019s signed-no extra apps, links, or confusion.<\/span><\/li><li><b> Has payment started?<\/b><b><br \/><\/b><span style=\"font-weight: 400;\">Track invoice status from sent to paid. Whether it&#8217;s a single payment, milestone, or installment, Proposaly shows you what\u2019s been paid, what\u2019s due, and what\u2019s late.<\/span><\/li><\/ol><p>\u00a0<\/p><h3><b>Integrated Tools, Fewer Platforms<\/b><\/h3><p><span style=\"font-weight: 400;\">Proposaly is more than just contract management software-it\u2019s your all-in-one command center for SaaS sales. No more jumping between platforms:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create professional proposals for business using templates<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Assign review roles with version control<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Collect legally binding electronic signatures in-platform<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Auto-generate invoices from approved deals<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Process payments through secure, built-in gateways (milestone, single, or installments)<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Everything lives in one sales dashboard, one platform, with zero confusion.<\/span><\/p><p>\u00a0<\/p><h3><b>Built for SaaS and Speed<\/b><\/h3><p><span style=\"font-weight: 400;\">Software as a service sales requires fast follow-up, clarity, and cross-team collaboration. Proposaly supports every step:<\/span><\/p><ul><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Organize deals by status: Lead, Draft, Approved, In Progress, Completed, or Archived<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tailor proposals for ideal customer profiles with smart templates and editable add-ons<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use live analytics to test, optimize, and iterate on what\u2019s working<\/span><span style=\"font-weight: 400;\"><br \/><br \/><\/span><\/li><\/ul><p><span style=\"font-weight: 400;\">Sales managers get full pipeline visibility. Sales reps get a seamless, intuitive tool. Clients get a frictionless experience from proposal to payment.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8bc0ee elementor-widget elementor-widget-text-editor\" data-id=\"d8bc0ee\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><b>Ready to Stop Guessing and Start Closing?<\/b><\/h3><p><span style=\"font-weight: 400;\">Proposaly isn\u2019t just smarter-it\u2019s faster. Whether you&#8217;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.<\/span><\/p><p><span style=\"font-weight: 400;\">\ud83d\udd17 Start your free trial today at<\/span><a href=\"https:\/\/proposaly.io\" target=\"_blank\" rel=\"noopener\"> <span style=\"font-weight: 400;\">Proposaly.io<\/span><\/a><span style=\"font-weight: 400;\"> and take control of your pipeline.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Whether you&#8217;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\u2019s what makes Proposaly more than just contract management software, Proposaly is a streamlined proposal platform designed to simplify complex sales [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":43448,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[{"category_link":"https:\/\/proposaly.io\/blog\/all\/","category_name":"All"},{"category_link":"https:\/\/proposaly.io\/blog\/design\/","category_name":"Design"},{"category_link":"https:\/\/proposaly.io\/blog\/sales\/","category_name":"Sales"}],"tags":[],"authors":[250],"article_types":[179,182],"staff_picks":[102],"promotions":[],"class_list":["post-43069","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all","category-design","category-sales","authors-adcore-marketing-team","article_types-articles","article_types-how-tos","staff_picks-staff-pick"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - 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