Status badges

• Draft: not yet sent.

• Sent: delivered, waiting on the client.

• Viewed: the client has opened the link at least once.

• Accepted: the client clicked Accept. RMR and totals roll into reports.

• Declined: the client clicked Decline (with an optional comment).

• Recalled: you pulled the proposal back before action was taken.

Per-proposal activity

Open any proposal to see its activity timeline: when it was sent, every view (with timestamp), the accept/decline event, and any comments from the client.

Notifications

• You get an in-app notification when the client first views the proposal.

• You're notified immediately on accept or decline.

• Admins can also receive these as email notifications based on their preferences.

Filtering and search

On the Proposals list, filter by status to focus on what matters: Sent (awaiting reply), Viewed (warm leads), Accepted (ready to convert), Declined (for follow-up).

Note: Views are tracked anonymously per link open. Multiple views from the same client are normal and useful, they show interest.