Mark proposal as viewed in your quote table

Your proposal view activity isn't visible to the team, so high-interest quotes get missed. Update quote records automatically when a proposal is viewed so account execs can act within minutes.

Overview

Proposal opens are a leading signal of buyer interest; connect those opens to your quote table so sales managers instantly see which deals warrant outreach. With views reflected in records within minutes, account executives can prioritize same-day follow-up and improve conversion velocity.