Knowing when a quote has been opened

Because each recipient opens the quote through their own link, Quoterium knows when they look at it.

Where to look

In the quote: the line above the title shows when it was sent and either Viewed with how long ago, or Unopened.
In every quotes list (the Quotes page, the dashboard and a client's page): the Viewed column shows Viewing now while someone has the quote open, Viewed or Viewed 3 times (and so on) with how long ago, or Not opened. On the Quotes page, tick Live now to list only the quotes someone has open at the moment. On narrow screens the column is hidden.
On the dashboard: a quote the customer opened again after a quiet spell appears under Worth a follow-up. See Follow-ups.
In the History at the bottom of the quote: each visit is recorded as "Viewed by" followed by the recipient's name.

A visit counts when the customer page is opened.
Repeat visits by the same recipient within 30 minutes count as one.
Views are tracked while a quote is Sent, and after it is accepted, declined or expired. While a quote is a draft or being edited, customers cannot open it.
Your team's own visits are not counted, whether through Customer view or by opening a customer link in a browser where you are signed in to Quoterium.

If a customer forwards their email, the person they forwarded it to is recorded as the original recipient.
The quote's owner is emailed the first time a customer opens a sent quote, and again when a customer comes back to it after a quiet spell of at least your organisation's follow-up days (3 unless you set another number under Quote defaults). Switch these emails off under Settings → Your profile → Email me when a customer opens a quote. Questions, acceptances and declines are always emailed to the owner.