> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Tracking and conversion

> Analyse customer events on the quote and turn it into an invoice.

## Tracked events

For every quote Arya logs in real time:

<AccordionGroup>
  <Accordion title="Link opening">
    First open, subsequent ones. IP and device (anonymised on request).
  </Accordion>

  <Accordion title="Section views">
    For Sales Room: which section, for how long, in what order.
  </Accordion>

  <Accordion title="Interactions">
    Videos watched (% duration), FAQs opened, CTA clicks.
  </Accordion>

  <Accordion title="Acceptance / rejection / change request">
    Timestamp, IP, device, comment text if provided.
  </Accordion>

  <Accordion title="Signature">
    Method used (FEA, QES), verified identity, document hash.
  </Accordion>
</AccordionGroup>

## Tracking panel

From the quote page → **Tracking** tab:

<Frame>
  <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/preventivi/en/tracking-panel.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=01eabc1ece61df8977472f51b7d50f97" alt="Tracking panel with event timeline and metrics" width="1200" height="720" data-path="images/preventivi/en/tracking-panel.svg" />
</Frame>

* **Timeline**: chronological event list
* **Metrics**: total time on quote, % read completion, most-viewed section
* **Heatmap** (Sales Room): time per section in colour

## Quote statuses

Status evolves automatically:

```
Draft → Published → Viewed → Signed / Rejected / Expired
```

Every status change can trigger [automations](/en/automations/overview):

* *"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"*

## 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.

## Convert to invoice

<Steps>
  <Step title="Signed/accepted quote">
    Status is `Signed` or `Accepted`.
  </Step>

  <Step title="Click Convert to invoice">
    From quote → **⋯ → Convert to invoice**.
  </Step>

  <Step title="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
  </Step>

  <Step title="Check and issue">
    Verify payment data and SDI code. Click **Issue** → e-invoice sent to *Sistema di Interscambio* if integration active.
  </Step>
</Steps>

## Partial conversion (SAL invoicing)

For projects with [SAL phases](/en/projects/phases-sal), instead of converting the whole quote into one invoice, generate an invoice per phase at completion.

## Aggregated metrics

In [Reports](/en/reports/overview) 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

## Frequently asked questions

<AccordionGroup>
  <Accordion title="If the customer rejects, can I send an updated version?">
    Yes. Open the rejected quote → **⋯ → Create updated version**. Edit lines, republish. History is preserved.
  </Accordion>

  <Accordion title="What happens to the linked deal when the quote is signed?">
    Configurable: you can set an automation to move the deal to `Won`, or leave the decision to the sales rep.
  </Accordion>

  <Accordion title="Can I partially invoice an accepted quote?">
    Yes. Duplicate the quote, keep only the lines to invoice now, convert to invoice. Remaining lines stay available for future invoicing.
  </Accordion>
</AccordionGroup>