使用场景

咨询的报价提案分享

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

用户收益

The seller can make a more informed follow-up and stop access to an outdated offer.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

工作流程

1. 准备: Send the offer to the intended business contact, then review the link's open timeline. Consultants can coordinate review with the client team.
2. 控制访问: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. 分享: Send the private link to the intended consulting audience.
4. 查看送达信号: 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.