Detect when your proposals get forwarded to new stakeholders. A major signal your deal is progressing.
Send a trackable link to your initial contact.
See when the document gets shared with new people.
Reach out to decision-makers who received your forwarded proposal.
Detect when your deal is expanding to new stakeholders
When your proposal gets forwarded, new stakeholders are getting involved. This is a strong buying signal.
See who your contact shared the document with and engage them directly.
Forwarding activity signals it's time to loop in your champions or executives.
Enterprise sales teams tracking buying committee activity
Close deals faster by knowing when prospects engage with your proposals.
Example: Track when prospects view pricing pages, re-read proposals, or share internally with decision-makers.
Win more clients by following up at the perfect moment.
Example: Get notified when potential clients finish reading your proposal so you can follow up while it's fresh.
Land more projects by understanding client interest.
Example: See which sections of your proposal clients spend the most time on and tailor your follow-up.
Collaborate better with shared visibility into document engagement.
Example: Share analytics with your team to prioritize leads and optimize your pitch materials.
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When someone forwards your trackable document to new recipients, we see the new email addresses accessing it. This indicates forwarding activity.
Know when your proposals reach new stakeholders and engage decision-makers early.