Docutracker FAQ for Marketing Agencies

After sending a pitch deck, most agencies go dark waiting for client feedback. Docutracker ends that silence — you'll know the moment the client opens your deck, how many minutes they spent on each slide, which sections they re-read, and whether they forwarded it to other decision-makers. That intelligence turns your follow-up from a generic 'just checking in' into a targeted conversation about exactly what they care about.

Under five minutes from signup to a live tracked link. Upload your deck (PDF or PowerPoint), create a share link with your preferred settings (email gate, expiry, password), and drop it into your new business email. Once the client opens it, you'll get a real-time notification and can see their full engagement session in your dashboard.

Absolutely. Agencies track pitch decks, capabilities decks, case study PDFs, media plans, creative briefs, retainer proposals, and pricing documents — anything you send to a prospective or existing client. Each document gets its own trackable link and separate analytics, so you can compare engagement across different materials in your new business pipeline.

Yes. Docutracker tracks time-on-page for every slide in your deck. If the CMO spent 4 minutes on your strategy section and skimmed the case studies, you know where to anchor your follow-up meeting. Most agencies use this to completely restructure how they open pitch debrief calls — leading with the sections that already have buy-in instead of walking the deck linearly.

Yes. Docutracker logs a separate viewer session for each unique person who opens your link. If you sent the deck to one contact and see three separate opens — from different devices, locations, or at different times — you're looking at internal circulation. That's a strong signal the pitch is being taken seriously and that multiple stakeholders are involved in the evaluation.

Yes, on paid plans. You can set a custom subdomain so share links appear as yourname.docutracker.io/share/… instead of a generic URL. This gives every pitch deck link a polished, professional appearance that matches your agency's brand identity — especially important in new business contexts where first impressions matter.

Yes. When creating a share link, you can disable the download option so clients can only view the document in-browser. This is standard practice for agencies protecting unreleased creative concepts, proprietary strategy frameworks, and pricing structures. You retain control over your IP until the engagement is signed.

The most common approach is to create one share link per proposal and share it with your primary contact. If they forward it internally, Docutracker captures each new viewer session automatically. For accounts where you need individual-level tracking across specific contacts, you can create multiple links from the same document, each with its own analytics.

Yes. Every time a client reopens your deck, Docutracker logs a new session with a full timestamp and engagement breakdown. You'll see a full access timeline — including revisits days after the initial open — in your document's analytics panel. A client who re-opens your deck two days after the pitch call is almost certainly still evaluating you; that's your window to send a thoughtful follow-up.

Docutracker works with any content you can export as a PDF or PowerPoint file. Export your Google Slides or Keynote presentation as a PDF, upload it to Docutracker, and you have a fully tracked link. Figma presentations can similarly be exported as PDFs. The conversion is lossless for most layouts and the resulting viewer experience is clean and professional.

Yes. Docutracker links are plain URLs that work in any email client, sequence tool, or CRM. Drop them into HubSpot sequences, Pipedrive deal notes, Mailchimp campaigns, or wherever you manage client communications. There's no plugin required and no restrictions on which platform you use to send the link.

Most agencies of that size use the Business plan ($49/month, 4 seats, 500 documents/month) and add extra seats as needed. The New Business Director, Account Director, and any pitch leads typically each need a seat. The Business annual plan (6 seats, 1,000 docs/month at $39/month) is the most popular option for agencies with consistent pitch volume.

Docutracker charges per document upload, not per view. Once a document is uploaded, you can send the share link to as many clients as you want and track as many sessions as occur — all included. Monthly document credits reset on your billing date. Editing an existing document you've already created does not consume a new credit.

Yes. The Free plan gives you 5 documents per month with unlimited tracking on each — no credit card required. For a freelance creative or boutique agency sending 2–3 pitches a month, the Free plan is often enough to start. Most agencies upgrade once they experience the difference that engagement data makes in their pitch strategy.

Use a combination of email-gated access (so only identified individuals can open the link) and download-disabled links. You can further restrict distribution by setting an expiration date so the deck becomes inaccessible after the pitch window closes. If you detect unexpected viewers in the analytics, you can immediately deactivate the link from your dashboard.

No. Your analytics are completely private — which clients opened what, how long they spent reading, which pages they focused on. This data is never shared with third parties, used for advertising, or visible to other Docutracker users. Your new business intelligence is yours exclusively.

Yes. You can deactivate any share link from your dashboard at any time, immediately making it inaccessible to anyone who tries to open it. If a pitch didn't convert or you've updated materials, deactivating old links ensures clients are always seeing your current, best work — not an outdated version that might create confusion.