Use Cases
Sales Document Tracking
Track proposal engagement by section; identify hot prospects and time follow‑ups.
#sales#proposals
Use Cases for Document Sharing, Tracking, and Analytics
DocBeacon powers secure document sharing, granular tracking, and actionable analytics for teams across industries.
Use Cases
Pitch Deck Tracking & Data Room for Fundraising
Track pitch deck engagement, organize due diligence, and pinpoint the most interested investors.
#fundraising#pitch deck
Use Cases
Investor Engagement Tracking
Track engagement with updates and reports; build stronger relationships with insights.
#IR#reports
Use Cases
RFP/RFI Response Tracking
Share proposals in view‑only and see which sections evaluators focus on.
#RFP#RFI
Use Cases
Security Questionnaires & Compliance Package
Publish SOC 2, ISO 27001, and DPA with analytics and access controls.
#security#questionnaires
Use Cases
Board Pack Distribution & Analytics
Give directors a secure, clean experience and see what they reviewed.
#board#reporting
Use Cases
M&A Data Room (VDR) & Diligence Analytics
Secure VDR with page‑level analytics and complete access records.
#M&A#VDR
Use Cases
NDA & Contract Review
Streamline reviews with secure sharing, version control, and approval workflows.
#NDA#contracts
Use Cases
Customer Onboarding & QBR Analytics
Increase go‑live success and tell a data‑driven QBR value story.
#onboarding#QBR
Use Cases
PBC (Provided By Client) Portal
One portal with watermarks, passwords, expirations, and link revocation.
#audit#PBC
Use Cases
Partner Enablement Hub
Publish price lists, playbooks, and training; usage is visible and links stay consistent.
#partners#enablement
Use Cases
Press & Media Kit Analytics
Give media a consistent asset experience and measure brand exposure.
#press#media
Use Cases
Event Sponsorship Prospectus Tracking
Make rights and tiers transparent; analyze interest to time follow‑ups.
#events#sponsorship
Use Cases
Whitepaper & Report Lead Scoring
Score prospects by reading depth, revisits, shares, and actions.
#whitepaper#leads
Use Cases
CIM/OM Distribution & Analytics
Securely share CIM/OM and capture reading and revisit signals to advance deals.
#real estate#CIM
Discover Related Feature Guides
Explore DocBeacon capabilities for secure sharing, analytics, and compliance.
Restrict downloads, enforce view-only access, and control permissions across recipients.
disable downloadview-only sharingaccess permissions
Measure engagement with heatmaps, link tracking, and intent scoring for every document.
document analyticslink trackingintent scoring
Apply dynamic watermarks and maintain audit-friendly access history for compliance.
dynamic watermarkaudit trailcompliance-ready
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