حالات الاستخدام
مشاركة مقترح تسعير لـالاستشارات
Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
فائدة المستخدم
The seller can make a more informed follow-up and stop access to an outdated offer. Consultants can confirm a client delivery signal and close access when an engagement ends.
سير العمل
- التحضير: Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
- التحكم في الوصول: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
- المشاركة: Send the private link to the intended consulting audience.
- مراجعة إشارات التسليم: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.