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Use case · Sales proposals

Stop guessing who read your proposal.

Send every buyer their own link. See who opened it, which pages held them and when they came back — so you follow up while interest is still hot.

Read the story
To
Alex Rivera, Contoso
Re
Proposal — Acme × Contoso
Sent
Monday, 09:12
Tracked 2 readers 3 visits Pricing read twice

One proposal, one week.

What a single deal looks like when every reader has a link of their own.

  1. Mon
    09:12

    You send it — one link per person.

    Instead of attaching the PDF, you send Alex a link of their own. It opens in the browser with nothing to install and no login, and it already knows Alex is the one reading.
    Recipient links
    A
    Alex Rivera
    alex@contoso.com
    Active
  2. Mon
    11:40

    Alex reads it. You see how.

    Two hours later, Alex opens the proposal and reads 9 of its 12 pages. Most of that time goes to a single page: pricing.
    Time per page · Alex Rivera

    Page 4 · Pricing — 2m 40s

  3. Wed
    08:05

    They come back — and you know right away.

    Two days later, Alex is back on the pricing page for over a minute. Your automation rule fires and pings your sales channel, so you call that morning — while pricing is on their mind.
    #sales

    Alex Rivera is back on page 4 of Proposal — Acme × Contoso.

    Over a minute on the page

  4. Wed
    08:20

    Every visit, in order, before you dial.

    Before the call, you look at Alex’s reading history: a full read on Monday, and this morning a quick return straight to pricing. You know where the conversation starts.
    Visits · Alex Rivera
    Monday, 11:40 5m 58s · 9 of 12 pages
    Wednesday, 08:05 1m 20s · Pricing only
  5. Thu
    14:10

    The CFO gets a link of their own.

    Alex loops in the CFO. You create a second link for Sara Chen, so her reading shows up separately. She goes straight to the terms — so the contract goes to the person who will sign it.
    Readers
    A
    Alex Rivera
    Champion · 9 of 12 pages · Most time on Pricing
    S
    Sara Chen
    CFO · 4 of 12 pages · Most time on Terms

What changed this week.

No more “just checking in”

You called while Alex was on the pricing page — not when your calendar said it was time to follow up.

The whole story before the call

Every visit, in order, told you what Alex cared about — so you dialled knowing where to start.

Every buyer, separately

Alex and the CFO read different pages. You saw both — without asking either of them.

Built from Tracking links PDF viewer Analytics Automations

Someone on your team setting it up? Step-by-step guides

Send your next proposal
as a link.

Start free See pricing