Proposal Tracking Software
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.
From sales proposals to investor updates, DocBeacon provides the workflow-specific tools you need to track engagement and protect sensitive content.
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.