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
Proven Impact on Pipeline and Win Rate
Higher win rate when using proposal engagement analytics
Faster follow-ups with real-time open alerts
Fewer stalled deals after adopting view‑only sharing
Increase in multi‑threaded deals via internal forwarding tracking
Why View‑Only Sharing Beats Email Attachments
Control and Security
With view‑only sharing for clients you can disable downloads, add watermarks, enforce passwords, and expire links. Traditional attachments offer none of that.
Proposal Analytics
Sales proposal tracking software reveals who viewed your proposal, which sections got attention, and where prospects dropped off—so you tailor follow‑ups with precision.
Stakeholder Mapping
Per‑recipient links identify decision makers vs. influencers. Track internal forwarding to multi‑thread deals and de‑risk single‑threaded opportunities.
Clean Source of Truth
One link always points to the latest version. No more outdated attachments floating around inboxes.
Deep Dive: Proposal Tracking That Sellers Love
Engagement Heatmaps
See time‑on‑page by section and identify high‑intent behaviors, like repeat views of pricing or implementation.
Explore Features →Per‑Contact Links
Issue unique links for economic buyers, champions, and legal. Attribute engagement to the right person.
How tracking works →Secure, View‑Only Sharing
Enforce no‑download access and watermarks for sensitive proposals and SoWs.
Secure sharing guide →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%."
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.