Tracking Proposal Activity and Audit Logs in Britixo.

📘 Introduction:

Britixo records detailed logs for every proposal, helping your team track the proposal lifecycle from creation to acceptance. This ensures accountability, helps with timely follow-ups, and provides a full audit trail for internal and external reference.

📊 Where to Find the Proposal Activity Log

📄 1. Open a Proposal

• Navigate to Sales > Proposals
  
  

• Click View next to the proposal you want to inspect
  
  

📜 2. Scroll Down to “Activity”

At the bottom of the proposal view page, you’ll see the Activity Log section.
This area logs a detailed timeline of all actions taken, including:

• ✅ Proposal created
  
  

• ✏️ Edited by staff
  
  

• 📧 Sent to client
  
  

• 👁️ Viewed by client (with timestamp)
  
  

• 🔔 Reminder sent
  
  

• 📝 Signed and accepted by client
  
  

• ❌ Declined or marked as expired
  
  

• 🔄 Cloned or converted to invoice/project
  
  

• 📂 Attachments added or removed
  
  

🔍 Details Captured

Each entry in the log includes:

• The action type
  
  

• The staff member or client who performed it
  
  

• The exact date and time
  
  

• A brief description (e.g., “Client viewed the proposal at 14:05”)
  
  

🧑‍💼 Use Cases

• 📬 Follow up after a proposal is viewed but not accepted
  
  

• 🕵️ Track team activity on proposals under review
  
  

• ✅ Confirm whether a client opened or interacted with a proposal
  
  

• 🔒 Provide a legal record of client acceptance (with signature)
  
  

🔗 Accessing Logs in Bulk

While the detailed log is per proposal, you can also use the:

• Proposals List to sort by status or dates
  
  

• Reports > Sales Reports to analyse conversions and views at scale
  
  

✅ Tips:

• Use activity logs for team reviews and audits
  
  

• Combine log insights with status filters for effective sales follow-ups
  
  

• The logs cannot be edited—ensuring accurate tracking at all times.