For Agencies
Docutracker FAQ for Agencies
Scopes, SOWs, creative reviews, and client reporting — with engagement analytics built for how agencies ship work.
Beyond pitch decks, teams track statements of work, change orders, creative presentations for sign-off, monthly client reports, and renewal decks. You see when each stakeholder opens the file, how long they spend on pricing or timelines, and whether they came back after a review meeting — so account and production leads can follow up with context instead of chasing status in email.
Each person who opens your trackable link generates a viewer session. If you sent the link to one contact and see additional sessions from different devices or locations shortly after, that usually reflects internal forwarding. Many agencies treat that pattern as a signal the engagement is moving through the client org.
Yes. Page-level analytics include time spent and scroll depth so you can tell if reviewers lingered on deliverables, assumptions, or pricing — not just whether they opened the file.
Yes. You can require in-browser viewing only so rough concepts and unreleased work are harder to redistribute outside the intended workflow.
Yes. Set an expiration on the share link so outdated scopes and pricing are not accessible after your stated deadline. Historical analytics remain available for sessions that occurred before expiration.
Marketing agencies often care about pitch decks and buying-committee behavior. This page is aimed at delivery-focused shops tracking scopes, creative rounds, and client reporting. The product is the same — Docutracker — but the documents and follow-up playbooks differ.
There is no native PM integration today. Most teams paste share links into Asana, Monday, or Notion and use the Docutracker dashboard for engagement data. If a specific integration matters to you, contact us and it helps us prioritize the roadmap.
Yes. The Free plan includes tracked links and core analytics with a monthly document allowance — enough for many boutiques to pilot on a few key accounts before upgrading.
The viewer sees a standard document experience; there is no on-page tracking banner. Your contract or email policy may still require you to disclose analytics to clients — check with your counsel for your jurisdiction and client terms.
Uploads are stored in secure cloud object storage with encryption. Access is only through authenticated share URLs you control.
Yes. Email-gated links ensure you know which verified identity accessed the document, which is useful for formal approvals and compliance-sensitive deliverables.
Most teams upload a PDF or deck, create a link with their preferred settings, and send it in a few minutes. No separate viewer app is required for your clients.