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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.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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Britixo
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All queries: Sales @ Britixo.com
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