SalesSensitive
Proposal History
Records of quotes and proposals sent to prospects including status and follow-up history.
proposalsquotesfollow-uppipeline
What it contains
Proposal date, amount, line items, recipient, open/view status, response status, and days since sent.
Common examples
- Sent quotes in CRM
- Proposal tool exports (PandaDoc, Proposify)
- Email threads with attached proposals
What AI can do with this data
- Identify stalled proposals needing follow-up
- Draft context-aware follow-up messages
- Flag deals at risk from proposal silence
- Analyze win/loss patterns by proposal type
Related APIs
Related use cases
Access method
CRM deal records, proposal platform API, or email search
Privacy level
Sensitive
Financial or business-sensitive data. Limit API scopes and avoid logging in plain text.