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Tracked events

For every quote Arya logs in real time:
For Sales Room: which section, for how long, in what order.
Videos watched (% duration), FAQs opened, CTA clicks.
Timestamp, IP, device, comment text if provided.
Method used (FEA, QES), verified identity, document hash.

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Tracking panel

From the quote page → Tracking tab:
Tracking panel with event timeline and metrics
  • Timeline: chronological event list
  • Metrics: total time on quote, % read completion, most-viewed section
  • Heatmap (Sales Room): time per section in colour

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Quote statuses

Status evolves automatically: 
Draft → Published → Viewed → Signed / Rejected / Expired
Every status change can trigger automations:
  • “If not viewed within 48h → automatic email reminder”
  • “If viewed but not signed in 5 days → create follow-up task”
  • “If signed → deal → Won, create project, notify Slack”

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Real-time notifications

Receive push/email/Slack notifications when:
  • Customer opens for the first time
  • Spends more than N minutes on a section
  • Signs
  • Requests changes
Configurable in notification preferences.

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Convert to invoice

1

Signed/accepted quote

Status is Signed or Accepted.
2

Click Convert to invoice

From quote → ⋯ → Convert to invoice.
3

Arya prefills

  • Customer (legal name, VAT, SDI/PEC) from company
  • Lines with discounts and VAT from quote
  • Invoice number in your series
  • Reference to signed quote in history
4

Check and issue

Verify payment data and SDI code. Click Issue → e-invoice sent to Sistema di Interscambio if integration active.

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Partial conversion (SAL invoicing)

For projects with SAL phases, instead of converting the whole quote into one invoice, generate an invoice per phase at completion.

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Aggregated metrics

In Reports you find:
  • Quote win rate: % of quotes signed over total sent
  • Average decision time: from send to signature
  • Converted revenue: total invoices generated from quotes
  • Most effective sections (Sales Room): where winning customers spend most time

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Frequently asked questions

Yes. Open the rejected quote → ⋯ → Create updated version. Edit lines, republish. History is preserved.
Configurable: you can set an automation to move the deal to Won, or leave the decision to the sales rep.
Yes. Duplicate the quote, keep only the lines to invoice now, convert to invoice. Remaining lines stay available for future invoicing.