Proposals & Analytics

Create professional design proposals, publish them for clients, and track engagement with detailed analytics.

Draft

Private work-in-progress. Only visible to your team. Edit content freely.

Published

Live and viewable by clients. Content is frozen to ensure consistency.

Analytics

Track views and downloads in real-time to gauge client interest.

Proposal Workflow

  1. 1

    Create Draft

    Select a project and choose the specific rooms and renovations you want to showcase.

  2. 2

    Publish

    Click the Publish button (or "Share Proposal") to make it live. This generates a unique public link and freezes the content.

  3. 3

    Share & Track

    Send the link to your client. Watch the analytics dashboard to see when they view it.

Analytics Dashboard

Each proposal includes a detailed analytics dashboard that gives you insight into client engagement.

Smart Activity Log

See a chronological feed of interactions. Sequential views are smartly aggregated to keep the log clean.

  • Proposal Views
  • Detailed Room Views

Engagement Metrics

Quantify interest with precise counters.

  • Total View Count
  • PDF Downloads

Did you know?

You can see exactly which room your client spent the most time viewing. Use this insight to focus your follow-up conversation on their favorite design.

Was this article helpful?