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Know when proposals, decks, and attachments are viewed.
Track document engagement and connect the signal to deals, contacts, alerts, and follow-up workflows.
Built for Sales teams sharing proposals, decks, mutual action plans, and buyer enablement materials.
Buyer-level signals
Separate casual opens from meaningful document engagement.
- View events
- Recipient context
- Timeline entries
- Deal association
Analytics timeline
Make document activity readable for reps and managers.
- Event timeline
- Engagement summary
- Follow-up triggers
- Exportable context
Governed sharing
Keep tracking tied to admin and compliance settings.
- Access control
- Audit logging
- Unsubscribe awareness
- Retention policy