See when your quote is opened, and what happened next

When a quote is opened, its status moves to Viewed and the event is recorded on the quote's own timeline. That single fact changes what you should do next: a quote that has never been opened is usually a delivery or an inbox problem, and a quote that has been opened three times is a decision being made.

Every quote carries the same timeline, on every plan. It records what was sent, when the quote page was opened, when each reminder went out, and what the customer did: accepted, declined, asked a question, requested changes, or asked to be reminded later.

The list tells you whose turn it is

Your quote list groups by state rather than by date, so the quotes that need something from you sit apart from the ones waiting on a customer. Questions and change requests appear as their own statuses, and the notification bell separates what needs your attention from what has simply happened.

The numbers behind the activity

On Pro and Business, reporting turns the same activity into figures: acceptance rate, value recovered by follow-ups, time to first view and time to decision. Business adds export, so the data can go into a spreadsheet with everything else.