Visitor Recordings
Watch how clients actually interact with your quotes - see where they spend time, what interests them, and what might be confusing them.
See What Clients Really Do
Ever wonder what clients are thinking when they review your quotes? Visitor recordings let you watch (anonymously) exactly how clients interact with your published quotes - where they click, what they linger on, and how they navigate through your proposal.
It's like being a fly on the wall during their decision-making process.
What Gets Recorded
When clients view your published quotes, we capture:
- Mouse movements and clicks - See what catches their attention
- Scrolling patterns - Know which sections they read carefully
- Time spent - Understand what they find important or confusing
- Option selections - Watch them experiment with different choices
- Overall engagement - See their complete journey through your quote
Don't worry about privacy - recordings are completely anonymous. No personal information, no keyboard inputs, no audio/video - just interaction behavior.
Finding Your Recordings
Ready to see what clients are doing?
- Go to Projects in your dashboard
- Click on your project
- Open the specific quote you want to analyze
- Check the Activity tab (selected by default)
- Look at the Visits section - each row is a client session
Easy as that!
Understanding Your Visits Data
Here's what each column tells you:
| What You See | What It Means |
|---|---|
| Date | When this visit happened |
| Duration | How long they spent on your quote |
| Time Ago | How recent this visit was |
| Visitor | Anonymous client or logged-in user |
| Viewable | Whether you can still watch the recording |
Recording Expiration
- Available for 7 days - Fresh recordings can be played back
- "Expired" after that - Older recordings get cleaned up automatically
- Storage optimization - Keeps the system running smoothly
Don't worry - you get plenty of time to review the important sessions!
Watching Client Sessions
Time to see what they're really doing:
- Click any session row in the visits table
- A video player opens showing their session
- Use the playback controls - play, pause
- Watch their behavior:
- Where do they spend the most time?
- Which items do they hover over or click?
- How do they navigate through your quote?
- When do they make selection changes?
What You Can Learn
Visitor recordings help you understand:
Quote Design Insights
- Confusion points - Where clients pause or scroll back and forth
- Ignored sections - Parts that get skipped entirely
- Reading flow - The natural path clients take through your content
- Mobile vs desktop - How experience differs across devices
Client Behavior Patterns
- Interest indicators - Items that get lots of hovering/clicking
- Hesitation moments - Where they pause before making decisions
- Decision-making flow - How they work through multi-choice sections
- Engagement levels - Total time and depth of interaction
Sales Process Intelligence
- Perfect follow-up timing - Know when they've thoroughly reviewed everything
- Conversation starters - "I noticed you spent time looking at the X section..."
- Pricing insights - See how clients react to different price points
- Conversion optimization - Compare patterns between accepted and declined quotes
This data helps you create better quotes and have more informed conversations with clients.
Privacy & Data Protection
What we record:
- Mouse movements and clicks
- Scrolling and page interactions
- Time spent on sections
- Selection changes within quotes
What we DON'T record:
- Personal information or identifying data
- Keyboard inputs or form data
- Audio/video from client devices
- Data from other browser tabs or apps
How we protect data:
- Completely anonymous sessions
- Auto-delete after 7 days
- Client quote views only - not preview or edit pages
Your clients' privacy is protected while you get valuable insights.
Making the Most of Recordings
Analyzing Sessions
- Look for patterns across multiple client visits
- Note hesitation points - where do clients pause or return?
- Track engagement levels - which sections get the most attention?
- Compare winners vs losers - behavior differences between accepted and declined quotes
Improving Your Quotes
- Simplify confusing areas that cause excessive scrolling or hovering
- Highlight missed information that clients seem to skip
- Reorganize content to match natural reading patterns
- Adjust pricing presentation based on client focus areas
Better Client Conversations
- Time your follow-ups - reach out when you know they've fully reviewed
- Reference their interests - "I saw you looking at the premium package..."
- Address confusion proactively - clarify sections where you see hesitation
- Use engagement data - focus conversations on what caught their attention
The goal: Use these insights to create quotes that are easier for clients to understand and more likely to get accepted.
Visitor recordings give you a unique window into your clients' decision-making process. Use this insight to improve your quotes, timing, and conversations - it's like having superpowers for understanding client behavior!