From proposal sent to agreement signed.

Share the document as a controlled link. See how it is being viewed. Keep access under control. Move it into a signature request when the decision is ready.

Document tracking, secure document sharing, and e-signatures keep the email, proposal, follow-up, and completed record connected.

Document tools are included in Pro and Team. See plans
A proposal moves through consideration toward a shared agreement.A proposalA shared commitment

Know what happens after they open the proposal.

Email → controlled document → viewing activity → page-level attention → follow-up → signature → completed record. Keep the whole trail connected.

Contours on a document reveal where attention gathers.Some details hold more attention.

See which pages hold their attention.

Viewer sessions, page or content-unit activity, dwell time, downloads, and return visits show how the document is being used. Start the next conversation where their attention already is.

A doorway represents controlled access to a shared document.An open door, on your terms.

Send the file. Keep control after it leaves your inbox.

Set expiration, maximum views, download policy, and viewer identity. Add recipient-specific confidential watermarks and revoke access when the work is over.

Two signed pages are connected by one continuous agreement.Two sides. One agreement.

Turn “looks good” into signed.

Place fields, assign signers, choose routing and verification, and remind outstanding signers. Keep completed copies with a completion certificate and audit record.

Everything the document needs along the way.

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Document tracking

See sessions, page-level attention, dwell time, downloads, and return visits.

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Secure sharing

Control expiration, download permissions, maximum views, viewer identity, and revocation.

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Confidential watermarks

Put the recipient’s name or your own confidentiality mark on every viewed page.

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E-signatures

Place fields, route the request, verify signers, send reminders, and keep the completed record.

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A few things to know.

Document analytics use a tracked sharing link and the Elite viewer. Use the controlled link to see page-level attention; a downloaded attachment does not send the same activity.

Give your next proposal a path to signed.

Document tools are included in Pro and Team.