How to Use the Activity Feed in Proposaly.io – Proposaly Help Center

1. Introduction

What this article covers:
This article explains how to use the Activity Feed in Proposaly.io to track the most recent actions taken by team members and clients, including filtering and sorting activity by type, user, or time.

Who this is for:
Sales teams, managers, and admins who want a quick way to monitor recent activity and keep tabs on proposal engagement and workflow.

Why it’s useful:
The Activity Feed gives you real-time visibility into everything happening across your workspace — from proposal views to client payments. It helps your team stay aligned and act faster.

2. Where to Find the Activity Feed

Open Proposaly.io
On the left-hand sidebar, locate the “Activity feed” section
Click the small arrow icon directly above the "Activity feed" label to expand the panel and view recent activity

📌 For high-level trends and performance data, Check out How to Use the Insights Dashboard in Proposaly.io.

3. What the Activity Feed Shows

The Activity Feed displays a chronological list of actions related to:

👁️ Reviewed proposals

See when a client or recipient has viewed a proposal.

✍️ Signed proposals

Track signatures submitted through your proposals.

💳 Payments made

Log both online and offline payment completions.

🔁 Status changed

Monitor updates to deal or proposal statuses.

💬 New messages

View client replies and inquiries on shared documents.

🗨️ Team comments

Catch up on internal collaboration from your teammates.

📎 Documents uploaded

See when attachments or supporting files have been added.

Each icon in the feed represents a different activity type and includes a timestamp.

4. Filtering the Feed

Click the filter icon at the top right of the feed to refine what you see.

Filter by:

Team Members

Select one or more specific users
Use the search bar to quickly find team members
Or click “Select all” to view everyone's activity

Time Range

Today, Yesterday, Last 7/14/30/60 Days, This Month/Year, Custom

Recipient Activities

Viewed a proposal
Signed a proposal
Made a payment
Add an add-on
Added a recipient
Shared a view-only link
Sent a message

Team Activities

Added lead
Created a proposal
Shared a proposal
Signed a proposal
Changed status
Sent a message
Added a comment
Uploaded a document

🔍 You can select one or more filters across all categories to zero in on specific actions or users.

5. Sorting the Feed

Click the sort icon to choose how activities are ordered:

Newest first (default)
Oldest first
Activity type

This helps prioritize what’s most relevant depending on your workflow.

6. Use Case Examples

Track buyer engagement — Did the client open the proposal or sign it?
Verify team actions — See if a teammate sent the proposal or added a note.
Spot missed follow-ups — If a client viewed but didn’t respond, take action.
Monitor payments in real time — Confirm when a client completes payment.

7. FAQs

Q1: What’s the difference between Activity Feed and Insights?
A1:

Activity Feed = A detailed, real-time stream of specific actions
Insights Dashboard = A performance summary across your workspace over time

Read the full Insights article here

Q2: Is this data live?
A2: Yes, the feed updates automatically as new actions occur.

8. Additional Resources

9. Conclusion / Next Steps

The Activity Feed in Proposaly.io gives you a real-time lens into your workspace activity — from internal team actions to critical client decisions. Use it alongside filters and sort tools to stay organized and proactive.

Need help understanding specific activity types? Reach out to support, and we’ll walk you through it.