You're about to start using Wonit and you're no longer going to send proposals into the dark. Now you know exactly when clients open, read, and sign. You can also see how long each person spent on each section and which parts they looked at first.
Want to know how to use this information to win more deals? Here's what your analytics are telling you.
Finding your proposal tracking data
In Wonit, you can see everything you've sent from your proposals dashboard. Just click on any proposal to see detailed advanced analytics about it. Once you click on a proposal, you'll see the activity page. Here you can see who opened your proposal, what device they used, how long they spent on each section, and what order they read everything in with engagement tracking.
What your client's activity really means?
Advanced analytics give you powerful insights to make your proposals better. It shows you how interesting your offer is and helps you spot which clients might need a little push to say yes. Let's make this simple. Imagine you sent a web design proposal to a client named Mike Thompson.
Here's what the tracking might tell you:
1. Time from sent to opened
Mike opened your proposal just a few minutes after you sent it. That's great! It means he's really interested in your web design services.
2. Viewing order
Most clients do the same thing - they read the intro and then jump straight to pricing. That's normal. People want to know the budget before diving into details. But here's where it gets interesting with Mike After checking the price, he looked at benefits and timeline, then went back to pricing again, and then checked out your case studies. This tells us a few things:
He might think the price is a bit high
He's comparing you with other companies
He wants to see if your work is worth the money (that's why he checked the case studies)
This is the perfect time to help him out. He clearly has questions. And this is where Wonit integrated AI chat helps you win. Right inside your proposal, there's a 24/7 AI chatbot that answers your client's questions instantly. It knows everything about your company and the proposal, so clients get answers even when you're sleeping.
But if you see Mike is still unsure after a few visits, send him a personal message. Ask if he has any questions. This kind of service can be the difference between winning and losing the deal.
3. Viewing times
Wonit block-by-block analytics show you exactly how long clients spend on each section. This is super useful. If a section gets very little time, it means one of two things: It's boring or it's not relevant. Try making it better - rewrite it, make it shorter, or add some visuals. If people still skip it, just remove it.
On the other hand, if clients spend a lot of time on a section, you're doing something right. Those are your best sections - make them even better with more details and examples.
But watch out: If someone spends 30 minutes on your pricing section, that's not good. It means your pricing is confusing. Keep pricing simple and clear.
4. Completion
With Wonit block-by-block analytics, you know if clients read your whole proposal or gave up halfway. If lots of clients stop at the same point, your proposal is either too long or not interesting enough. Time to review and improve it. If certain sections are always ignored, either make them relevant or delete them.
5. Number of opens
The number of times someone opens your proposal matters. If a client opens a proposal multiple times, it could mean they're really interested. That's good. But if they keep opening it and getting stuck on the same sections over and over? That's a red flag. They're confused or unsure about something. Reach out and help them figure it out.
Data means nothing if you don't use it
Having advanced analytics is great, but only if you actually use them. The real skill is learning to read what the data is telling you and then doing something about it. Track your proposals, understand your clients' behavior, and use that knowledge to close more deals faster.
Ready to transform your proposal process? Get early access to Wonit and start creating winning proposals today.