Tracking Proposal Engagement and Client Correspondence in Proposaly – Proposaly Help Center

1. Introduction

Tracking engagement and staying in sync with your client’s feedback is crucial to moving a proposal forward. In Proposaly, communication is built right into the platform, allowing both you and your client to exchange messages, view updates, and maintain visibility- without leaving the document.

This article explains how client correspondence works, how to track interactions, and where you and your clients can view or leave comments directly in the proposal.

2. What This Article Covers

How clients can leave comments on a proposal
How businesses can respond via the portal
Where to find and manage all communication history
How correspondence appears in the client portal

3. Who This Is For

This guide is ideal for:

Sales teams, client managers, and consultants who want to streamline communication
Clients reviewing and responding to proposals
Teams that need a record of all proposal-related correspondence

4. Why It’s Useful

Keeps all communication in one place
Ensures you never miss important client feedback
Allows real-time messaging and comment tracking
Strengthens transparency and engagement throughout the proposal lifecycle

5. How Clients Can Leave Comments

From the Proposal Sidebar

Clients can scroll through the proposal and leave comments directly from the left sidebar, under the Activity Feed. This section displays a chronological log of all interactions, messages, and updates.

From the Top-Left Envelope Icon

Clients can also click the ✉️ envelope icon in the top-left menu. This opens a dedicated message window where they can type and send a comment or question related to the proposal.

6. Where the Business Sees the Message

All client-submitted messages appear inside your Business Portal's Activity Feed for that specific proposal. You can view, respond, and track correspondence in real-time without switching platforms.

7. How the Client Sees Your Responses

Any replies you send from within the business portal are visible to the client in their Client Portal. The client sees them within the Activity Feed or notification area, allowing seamless two-way communication.

8. Bonus Features

Notification Preferences:
Both clients and internal users can customize how they receive message alerts (Email, Phone, or both).
Full Correspondence Log:
Use filters to view messages, agreements, status updates, and all other interactions- ensuring transparency.

9. Best Practices

Encourage clients to use the envelope icon to ask questions, it's direct and efficient.
Use clear, professional language in responses- your message is part of the proposal experience.
Periodically check the activity feed to avoid missing unread client comments.

10. Additional Resources

11. Conclusion

Proposaly makes client communication easy by embedding messaging directly into the proposal experience. Whether you’re negotiating terms or simply answering a question, you can engage clients where it matters most- inside the proposal itself.

For further guidance, visit our Help Center or contact support.