Why do so many deals fail?

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The closing problem

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Why your proposal matters

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Chapter 15 of 15~4 min readUpdated on

Key concepts and troubleshooting common situations

Each Cuevr score measures something different. This page sets them side by side, then lists common situations with the check to make for each one.

Don’t confuse the measures

TermWhat it measuresWhat it doesn’t let you conclude
Knowledge base completenessState of each knowledge base section (Complete, Partial or Insufficient) after Analyze the knowledge base.That every fact is true, up to date and relevant for each prospect.
Qualification scoreInformation available about the context and the opportunity, compared with your organization’s target grade.That the proposal is well written or that the prospect will sign.
Proposal analysisPersonalization, persuasion and professionalism of the document.That the offer is legally compliant or that its price is approved.
Tender coverageRequirements covered out of the total assessed, separately from the commercial score.The weighted score given by the buyer, or proof that the documents were submitted.
Cuevr AI creditsUsage budget for Cuevr AI features, pooled across the organization. Editing by hand and signing do not use any.A fixed number of clicks or proposals; trial limits remain separate.
Engagement heatReading, resharing, form-opening and quote option change events.A probability of purchase or a certain sentiment on the reader’s part.
Closing rateShare of won deals among the deals closed over the period.The future conversion rate of deals that are still open.
Signature or acceptanceThe prospect’s decision, tied to a version and to the evidence file.That the deal’s sales outcome is filled in automatically.
OutcomeSales follow-up decision: won, declined or dropped.That the contract was necessarily signed in Cuevr.
Visual landmark: heat, opens and time belong to reading tracking; they are separate from the qualification and proposal scores.
Visual landmark: heat, opens and time belong to reading tracking; they are separate from the qualification and proposal scores.

Troubleshoot a workflow problem

SituationWhat to check
A Getting started checkbox stays emptyCheck the expected event: website reading finished, brand saved, analysis saved, publication, reading session or invitation; a single click is not enough. Archived proposals do not count.
An import failsRead the message shown (empty file, too large, unreadable or format refused). Use Try again for a temporary incident; do not repeat a refused file unchanged.
Imported information contradicts the dealCuevr does not replace your text: it places a To settle item under the passage concerned. Choose Keep the existing one, Take the new one or Edit.
A banner says the qualification, the proposal or the outline was changed elsewhereA colleague or another tab saved before you. Your text stays on screen: use Copy my notes (or Copy my changes), then Resume the up-to-date version.
A colleague’s text doesn’t appear right awaySimultaneous letter-by-letter writing is not offered; a colleague’s text appears as soon as they pause. A badge shows where they are writing.
The deal’s actions are grayed outCheck archiving, signature, your permissions on the proposal, the subscription status and any operation already in progress. An archived proposal must be taken out of the archives before editing; on a phone, the proposal can be read but not edited.
A signed proposal can’t be deletedIt keeps its signature proof: archive it instead.
A brand setting doesn’t showCheck that the setting was saved. A version that is already published keeps the brand from its publication: republish so that the prospect sees the new one.
The prospect can’t open the proposalCheck the published status, the access mode, the invitation or the password, and whether the link was withdrawn.
Analytics shows no readingCheck that it isn’t a member of the organization or your own preview, a denied access, a protected document that hasn’t been opened yet, or a statistic in error.
A reading doesn’t show every sectionTime is attributed to one section at a time; a few seconds without measurement don’t prove the content wasn’t seen.
Mark as seen doesn’t make a task disappearMark as seen changes its read status. For a temporary pause, use Remind me later; to resolve the deal, take the relevant action.
Analytics and the dashboard show different timeframesAnalytics and the dashboard don’t use the same time windows.
A signed deal still needs to be closedFill in its sales outcome; signature and outcome are two separate pieces of information.
A decline appears but the deal stays openRead the reason and the version, then decide whether to close it. A prospect decline doesn’t close the deal automatically.
A dropped deal reappearsA new reading after closing can trigger the wake-up signal.
A duration indicator is missingAn outcome date or first publication date may be missing, or there may not be enough deals yet.
The export doesn’t contain everythingExport my data prepares a .zip archive: knowledge base, proposal index, validated tender requirements, response elements and signature proofs (JSON and signed PDF). Templates are not included. The archive can be downloaded for 7 days, through a link valid for 15 minutes.
A message says Cuevr AI credits are used upCuevr AI features wait for the next refill; you can keep editing your documents yourself. See my credits shows the balance and the refill date.
The workspace is read-onlyYour trial has ended or your subscription has stopped: everything remains visible, your clients still open their links, and Export my data remains available. To create or edit again, the workspace owner chooses a plan.
Tender mode isn’t offeredIn Admin, Tender mode card, check that the mode is turned on and that you are among the Allowed members.
A document is refused in Your documents for this responseA buyer’s document is added in the Tender screen, not in your response elements. If the number of documents has been reached, remove one.
The signed file’s PDF isn’t availableOn the Signed document card, a PDF being prepared appears by itself; if it failed, use Run again. The signature remains valid in every case.
The signer didn’t receive their signed fileThey can reopen the proposal link and ask for the signed file to be resent.
Your CRM no longer receives anythingIn Integrations, read the status and the cause shown under the destination, fix the receiver, Send a test, then Turn back on (see chapter 14).
Getting started: the list of steps and a guide for each part of Cuevr.
Getting started: the list of steps and a guide for each part of Cuevr.

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