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Receive alerts when clients view your proposals

Stay informed about client engagement with instant notifications on proposal views, helping you follow up on potential leads more effectively.

ยท1 min read

You can now receive notifications when clients view your proposals, allowing you to act on engagement promptly. These alerts are available for teams with active or trial subscription statuses and are limited to one batch of notifications per proposal within a 24-hour period. Team member previews and bot activities are automatically filtered out, and you can manage your notification preferences in the dashboard settings.