活用例

コンサルティング向け価格提案書の共有

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

ユーザーの利点

The seller can make a more informed follow-up and stop access to an outdated offer.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

ワークフロー

1. 準備: Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
2. アクセスを管理: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 共有: Send the private link to the intended consulting audience.
4. 送達状況を確認: 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.