Buyer-level signals
Separate casual opens from meaningful document engagement.
- View events
- Recipient context
- Timeline entries
- Deal association
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Document Tracking
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.
Availability
Implemented workflow; storage and email config required
Document tracking works as a CRM workflow surface and requires production storage, email, and tracking configuration before live use at scale.
Storage providerEmail providerTracking/privacy review
How it works
From signal to action
- 1
Attach tracked content
Send documents from email, campaign, or CRM workflows.
- 2
Capture engagement
Log opens, clicks, and document view events to the related record.
- 3
Act on intent
Use alerts and dashboards to prioritize follow-up.
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
Related Workflows