Document Tracking

Know how long and how in-depth recipients learn the document you sent. Identify whether they viewed the key pages of your document and use this information to personalize your pitch and sell more intelligently

Know What Happens With Document In Hands Of Recipient

If you send the document to multiple recipients you can always determine exactly who of them learned it.

Benefit. When you send the document to several persons from one company or even several different companies you easily see who of them interested in this offer the most. So you know exactly whom to communicate with at first and do it with confidence and success.

Know What Happens With Document In Hands Of Recipient

Gain Unique Insights With Per-Page Document Statistics

When you send the document with proposal or company presentation you get the statistics about the views of each page by recipients.

Benefit. You find out exactly how long recipients are spending on each page of the document you sent. As a result, you identify their needs faster and know what to offer in the next interaction.

Gain Unique Insights With Per-Page Document Statistics

Make Your Document Recognizable

When the recipient clicks on the document you sent, this file opens by the link in the browser. Affect on the color scheme of the viewport and change the URL address using one of three link modes. You can add corporate colors to your document and present it by the link which contains only your company name.

Benefit. Your proposal looks more professional and recognizable and brings you closer to the deal.

Make Your Document Recognizable

Control The Document Life

You can update and expire the document even after click “Send”. As well as you can tailor the permissions for viewing the document.

Benefit. You’re sure that recipient facing document is always accurate and up to date. Also, you can set up requirements for this document and get some information about prospects before they get the access to view.

Control The Document Life

Make Your Document A New Communication Channel

You can add any third party tool directly to the document you send. For example, it can be Intercom or another chat for communication with prospects.

Benefit. You deal with questions and objections directly while recipients are viewing your document. It increases the likelihood of recipients will not even watch other companies proposals and close the deal with you immediately.

Make Your Document A New Communication Channel

Catch Up The Recipients With Adv

You can add tracking pixel into the document with JavaScript Code and collect data on all recipients who viewed this sales document.

Benefit. You use these lists of prospects to run specific Google Adwords or Facebook remarketing campaigns. As a result, you reach only that audience, which was acquainted with your offer.

Catch Up The Recipients With Adv

Analyze To Improve Your Sales Documents

After you send the document with the proposal you can estimate its effectiveness. The average statistics with graphs show you how much time all recipients spent on different pages.

Benefit. Document Analytics provide you with insights to find out what content is resonating with prospects or not. It gives you the opportunity to fix weak areas and make the proposal that really sells.

Analyze To Improve Your Sales Documents

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