Cas d’usage

Partage de Proposition tarifaire pour Conseil

Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.

Avantage pour l’utilisateur

The seller can make a more informed follow-up and stop access to an outdated offer.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.

Flux de travail

1. Préparer: Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
2. Gérer l’accès: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Partager: Send the private link to the intended consulting audience.
4. Consulter les indicateurs de livraison: 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.