Close more deals with document analytics
Know which prospects actually read your proposals. Track engagement with pricing pages. Get alerts when decision makers view documents. Follow up at the perfect moment.
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From cold lead to signed contract
See real results from teams closing more deals with document tracking.
Share discovery materials and track engagement patterns. Know exactly which topics and features interest prospects most before your first call or demo.
Send proposals with confidence and track every interaction. Get instant alerts when decision makers review pricing terms and move closer to signing.
Upload your sales materials
Upload proposals, presentations, and contracts. Organize by deal stage and prospect. Set viewing permissions by recipient. Track all versions. Give your sales team one source of truth for all collateral.
Share with prospects
Send trackable links to prospects with custom permissions. Get instant alerts when decision makers view. Require email verification, set expiration after trials, restrict downloads. Know exactly who's engaged.
Prospect engagement analytics
Track every page interaction in real-time. Know which prospects spend time on pricing, how engaged decision makers are, and where you lose their attention.
More features for sales success
Additional features to support your entire sales workflow.
Password protection
Add custom passwords to any document. Share the link publicly but keep content private. Change passwords anytime without breaking links. Ideal for sensitive proposals and financial documents.
Email verification
Require viewers to verify their email address before accessing documents. Build a verified contact list and ensure documents reach only intended recipients. Know exactly who's viewing your content.
Screenshot protection
Add an extra layer of security to sensitive documents. Disable screenshots and screen recording to protect confidential content from being captured and shared.
