Use cases

Pricing proposal sharing for Consulting

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

User benefit

The seller can make a more informed follow-up and stop access to an outdated offer.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

Workflow

1. Prepare: Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended consulting audience.
4. Review delivery signals: 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.