Casos de uso

Compartilhamento de Proposta de preços para Jurídico

Send the offer to the intended business contact, then review the link's open timeline. Legal teams can keep reviewers on the intended draft.

Benefício para o usuário

The seller can make a more informed follow-up and stop access to an outdated offer. Legal teams can review access to the current draft and revoke a link if a newer version replaces it.

Fluxo de trabalho

1. Preparar: Send the offer to the intended business contact, then review the link's open timeline. Legal teams can keep reviewers on the intended draft.
2. Controlar o acesso: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Compartilhar: Send the private link to the intended legal audience.
4. Verificar sinais de entrega: 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.