Document tracking, analytics, and secure sharing for proposals, contracts, and pitch decks. Understand engagement, protect access, and move deals faster.
Know when prospects open, which parts they read, and intent signals from repeat views. Use section-level heatmaps and AI Engagement Score to time follow-ups.
Track opens, dwell time, and section-level attention for every proposal or investor update—without changing the authoring tools you already use.
Watermarks, disable-download, audit history, and access expirations—all inside a clean viewer that legal and finance recipients actually like.
Deep-dive into document tracking software, proposal tracking, secure document sharing, and investor relations reporting. Learn how to use section-level heatmaps and per-recipient tracking to improve engagement while keeping files safe.
Proposal tracking software best practices: per-recipient links, section-level heatmaps, and intent scoring for faster follow-ups.
Investor reporting workflows with secure sharing and analytics: prove who read, when, and where attention dropped.
View-only links, watermarking, access expirations, and audit trails tuned for diligence and legal teams.
Get per-recipient links, real-time open alerts, and view-only sharing with watermarking and link expirations — no new authoring tool required. Go from upload to insights in under a minute.
