Sales Document Tracking

Track proposal engagement, identify hot prospects, and time your follow-ups perfectly. See exactly which sections prospects read and prioritize your pipeline with engagement data.

Accelerate Your Sales Process

Identify Hot Prospects

See which prospects spend the most time reading your proposals and prioritize your follow-ups accordingly.

Perfect Timing

Get real-time notifications when prospects view your documents and follow up while you're top of mind.

Engagement Insights

See which sections of your proposals get the most attention and optimize your content for better results.

Contact Management

Contact Management for organizing prospects, tracking engagement history, and personalizing follow-ups.

Secure Sharing

Share proposals securely with password protection, expiration dates, and view-only access controls.

Smart Notifications

Get notified when prospects view, download, or spend significant time with your sales materials.

Common Sales Use Cases

Proposal Tracking

Share proposals with prospects and see exactly which sections they read, how long they spend on pricing, and whether they download supporting materials.

  • • Track reading time per section
  • • See engagement with pricing pages
  • • Monitor download activity
  • • Get follow-up timing insights

Sales Deck Analytics

Share sales decks and presentations with detailed analytics on which slides get the most attention and where prospects drop off.

  • • Page-by-page engagement heatmaps
  • • Identify most compelling slides
  • • Track completion rates
  • • Optimize deck structure

Case Study Sharing

Share case studies and success stories with prospects while tracking which examples resonate most with different types of clients.

  • • Track engagement by industry
  • • See which outcomes interest prospects
  • • Personalize follow-up conversations
  • • Build stronger value propositions

Contract & Legal Documents

Share contracts, terms, and legal documents securely while tracking review progress and identifying potential concerns.

  • • Monitor contract review progress
  • • See time spent on terms
  • • Track stakeholder engagement
  • • Secure document access

Success Story

"DocBeacon shows exactly which sections prospects read and where they drop off. Our follow-ups are faster and far more relevant. We've increased our proposal win rate by 35%."
SM
Sarah Mitchell
Sales Director, TechCorp

Frequently Asked Questions

How does document tracking help sales teams?

Sales teams can see which prospects are most engaged, when to follow up, and which sections of proposals get the most attention.

Can I track individual prospect engagement?

Yes. DocBeacon tracks individual prospect engagement, reading time, and provides engagement scoring to prioritize follow-ups.

Do you integrate with CRM systems?

DocBeacon has contact management features, with plans for external CRM integrations.

Accelerate Your Sales Process

Start tracking proposal engagement and close more deals with better insights.

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