ProductDocument tracking and PDF analytics

Know what happens after they open the proposal.

See viewing sessions, page-by-page attention, dwell time, downloads, and return visits so your next conversation starts where their attention already is.

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An engraved proposal is enlarged to reveal the passage that received attention.The proposalThe detail that held their attention.A better starting point for the next conversation

Page-level attention

See dwell time and coverage instead of a single opened/not-opened state.

Real-time alerts

Follow up when a proposal or deck is actively being reviewed.

Multiple files

Track separate documents in the same workflow.

Go beyond knowing a file was opened.

See page-by-page activity and viewing sessions for each tracked link. Compare engagement across recipients and focus your next conversation on the sections receiving attention.

A proposal folder connects to the viewing activity of the files inside.Shared proposalsThe file and its activity, kept together.

Keep every shared proposal in view.

Find documents and open their reports from the same library you use to manage your files.

A reading path reveals changing attention across a document.Attention has a shape.

Look beyond the total view count.

Review individual viewing sessions, page coverage, and downloads for each tracked link.

Share the document. Follow the attention.

A tracked link connects the proposal you send with the viewing context for your next conversation.

  1. Add the file you want to share

    Upload a proposal, presentation, spreadsheet, or text document to your document library.

    • PDFs
    • Presentations
    • Spreadsheets
    • Text documents
  2. Share a tracked link

    Create a link for your recipient and add it to your email. Recorded activity stays connected to that document.

    • Recipient links
    • Downloads
  3. Follow up with context

    Review viewing sessions, page coverage, and time spent. Use that activity to ask a more relevant question.

    • Page/unit views
    • Dwell time
    • Sessions
Good to know

Dwell is measured from browser visibility events and should be read as active page exposure, not guaranteed comprehension.

A forwarded shared link may be used by someone other than the label attached to it unless you also require an identity or access check.

Document Tracking FAQ

Answers about setup, compatibility, privacy, and day-to-day use.

The document analytics layer supports PDFs and tracked content units for presentations, spreadsheets, and CSV files. The exact viewer experience depends on the format.

See what happens to your next proposal.

Bring better questions to your next proposal conversation.