How to Track When Clients View Your Quotes

Ever wish you could track when a client actually opened that quote you sent them? You’re not being nosy—you’re being smart. Knowing when someone has viewed (or not viewed) your proposal helps you follow up at just the right time instead of wondering what’s happening behind the scenes.

The good news? There’s an easy, built-in way to track client activity right inside the 17hats CRM.

Rather watch?

Know when leads view your 17hats quotes

Where to Find It

Available right on your 17hats dashboard, there’s a handy Recent Client Activity section.

It gives you a quick snapshot of what’s happening across your business—quotes viewed, forms submitted, documents signed, and more.

But don't stop there! Click “See All Activity” to open a detailed list of actions that can be filtered by things like:

• Client

• Project

• Activity Type

• Tags

• Date

Select multiple filters at once to really hone in!

A Little Tip

When you preview your own quote (using the “live view” option), this will count as a view.

View Activity Per Project

Prefer to see updates on just a single project at a time?

Open any project and scroll towards the bottom to find the Activity tab. There, you’ll find a full list of the project's documents that have been created, sent, viewed and more—making it easy to stay in tune with where things stand.

Why Tracking Your Clients' Quotes Matters

Client activity tracking takes the guesswork out of follow-ups. Instead of chasing cold leads or assuming someone’s ghosted you, you can have a much better picture of where things stand. That kind of clarity saves time, sanity and helps you deliver a smoother client experience.

If your current system doesn’t offer visibility like this, it might be time to explore a platform that does. Grab a 7 day free trial and 50% off your 1st year of 17hats with code "letnicolehelp".