Per estimate and per contact: sent, opened, approved or declined, with view counts and total reading time added up across everyone who looked. The estimate header, the contact and the pipeline card all read the same figures. It's part of one system for the whole post-frame sale — the quote, the customer's page and the follow-up live together, so the signal is already where you work the lead.
Also called: did they open it · estimate opened · time on page · who looked at the quote
You can see whether they opened it, how often, and how long they read it
Open count, total time on the page, first visit and last visit, per estimate. Chasing a buyer who has already read the quote three times is a different call from chasing one who never opened it — and an emailed PDF tells you which of those you are doing exactly never.
Nine days after sending an eighty-four thousand dollar quote you still cannot tell a customer who is thinking it over from one whose spam folder ate it.
A rep who knows the quote was read three times calls with confidence instead of dread. Counting begins the moment the estimate goes out — nothing to switch on — and every screen quotes the same figures, so the answer never depends on which one you opened.
See everyone who looked, not just the person you emailed
Every individual who identified themselves on the estimate page is listed with their own view count, total time, and first and last visit. A quote sent to one name and read four times by another is a decision being made by somebody you have not spoken to yet.
You keep working the one name you emailed, never knowing the four longest reads of that quote belong to a partner with an opinion and a phone number you do not have.
The person reading longest is often the one making the decision — and the one you haven't called. Splitting the count per person turns one lukewarm number into a real picture, with their name and reading time in hand before you dial.
A repeat customer's new quote never inherits the old one's status
Estimates are matched to a lead by the record and the job, never by email address. A returning buyer's fresh quote once came up marked approved because an unrelated earlier estimate shared their email — and a rep who read approved stopped following up on a live deal.
A repeat customer's brand-new quote shows up already marked approved, nobody follows it up, and six weeks later the job turns out to have gone to whoever did call.
A rep who sees 'approved' stops calling — so it had better be true. Email addresses get reused across a decade of jobs and shared inside a household; tying status to the record and the job means an old deal can never vouch for a new one.
Re-send as often as the deal needs without losing the history
A job sent more than once has several links, and the screen reads the one carrying the approval and the accumulated history — not whichever was created last. Reading the newest instead means a re-send wipes out every open you have recorded.
Thursday's revised re-send goes out, and by Friday the screen insists nobody has ever opened this quote — the eleven views you were about to build the call around, gone.
A rep shouldn't lose eleven recorded views because he fixed a typo and re-sent. An approval outranks an open and an open outranks a fresh timestamp, and reading time adds up across all of them — three sends of one quote are one conversation.
While it loads it says it is checking, not that you never sent it
Try itA lookup still in flight shows a neutral placeholder, not the unsent call to action. A screen that says send this estimate for half a second, on a quote that went out last week, is how the same estimate gets sent twice.
Half a second of "send this estimate" on a quote that went out Tuesday is all it takes to send it twice, and the customer ends up with two totals in one inbox.
Nobody should send the same quote twice because a screen guessed. A screen that doesn't know yet now says so, and later checks update quietly instead of blinking back to the unsent state — so the customer never gets two totals in one inbox.
- 1Send the estimate and the tracking starts on its own.
- 2Every open is counted, with the first visit and the last visit.
- 3Time on the page adds up across every viewer who identified themselves.
- 4The header, the contact and the pipeline card all show the same numbers.
- 5Estimates are matched to a lead by the record and the job, never by email address.
Matching on email address caused false positives: a returning customer's brand-new lead *inherited approved from an unrelated old estimate that happened to share their address, so a live quote looked signed off and a rep stopped following up on it. Separately, every page refresh briefly claimed the estimate had never been sent* — complete with an unsent call to action — for the few seconds the lookup took. That is how the same estimate got sent twice.
- Sending a quote into silence
- Approval status inherited across unrelated estimates that shared an email
- The screen briefly claiming an estimate was never sent
Who has viewed this estimate
A list of each viewer — name, email, phone, views, time on the page, first and last visit — newest first, with the totals across everyone in the header.
