One Proposal, Five Views: Editor, Preview, Analytics, Follow-Ups & Audit Trail
Every proposal in AdvisorPitch has five views. This quick tour shows what each tab does and when to use it.
Key takeaways
- Editor to build, Preview to see the client's exact view
- Analytics shows page-by-page read data and follow-up timing
- Follow-Ups automate reminders with a full send log
- Audit Trail is a compliance-grade record with a printable certificate
A proposal in AdvisorPitch is not a static file, it is a workspace with five views along the top.
The Editor is where you build and brand the proposal. The Preview shows exactly what your client will see when they open the link, so there are no surprises. Analytics is the one that changes how you sell: it shows who opened the proposal, which pages they read, and how long they spent, so you know precisely when to follow up.
Follow-Ups automate the nudges. Instead of remembering to check in, you can set an automated sequence and see a log of what was sent. The Audit Trail is your compliance record: it captures the signing events, timestamps, and signer details, and it can produce a printable certificate.
Together the five views take a single proposal from draft to signed to on-the-record, without ever leaving the page.
