Use cases

Project proposal sharing for Sales

Upload the project scope, share its private link with the decision-makers, and review delivery before following up. Sales teams can use observed opens to guide a follow-up.

User benefit

The proposer can time follow-up using an observed open instead of guessing whether the document arrived. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

Workflow

1. Prepare: Upload the project scope, share its private link with the decision-makers, and review delivery before following up. Sales teams can use observed opens to guide a follow-up.
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 sales 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.