For Sales Teams
Know exactly when your prospect is paying attention.
DocMetrics gives sales teams real-time visibility into how prospects engage with proposals, pitch decks, and pricing documents. Stop guessing. Start closing.
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You send the proposal. Then silence.
You spend hours crafting the perfect proposal, pricing deck, or pitch presentation. You send it. Then you have no idea what happens next. Did they open it? Which sections did they care about? Is now the right time to follow up or will you come across as pushy? Meanwhile your competitor who called at the right moment wins the deal.
No visibility after sending
Once you hit send you lose all visibility. You have no idea if your prospect even opened the document, let alone which pages they read.
Wrong follow-up timing
Following up too early feels pushy. Waiting too long means your competitor already closed the deal while you were still deciding.
No signal of buying intent
You cannot tell which prospects are serious and which are just browsing. Every lead gets treated the same regardless of their interest level.
Know the instant your prospect opens your proposal.
The moment a prospect opens your document, DocMetrics sends you a notification. You see their name, when they opened it, what device they used, and how many times they have come back. You can call them while you are literally top of mind.
- Instant notification the moment your document is opened
- See the viewer's name, location, device, and time of visit
- Track every return visit — multiple opens signal strong buying intent
- Know when your proposal gets forwarded to additional stakeholders
- Live indicator shows when someone is reading your document right now
See which pages your prospect actually cares about.
DocMetrics tracks time spent on every page of every document you share. If a prospect spends six minutes on your pricing section but skips the technical specs entirely, you know exactly what kind of conversation to have on your follow-up call.
- Per-page bar chart showing exact reading time for every visitor
- See which pages were skipped and which ones were read multiple times
- Identify the sections that drive decisions in your proposals
- Compare engagement across multiple prospects on the same document
- Use reading data to prepare smarter, more targeted follow-up calls
Prioritize the prospects most likely to close.
DocMetrics automatically scores every prospect based on their engagement — time spent reading, number of visits, pages reviewed, downloads, and whether they shared the document with others. Hot leads rise to the top so you always know where to focus first.
- Automatic engagement score calculated from visits, time, and actions
- Hot, warm, and cold classification so you prioritize the right leads
- See the full engagement history for every prospect in one view
- Stop chasing prospects who opened once and never returned
- Focus your energy where buying intent is actually high
Full control over who sees your proposals and for how long.
Every link you create has its own settings. Require an email address, add a password, restrict to specific domains, set an expiry date, or block downloads — all before you send. Every link is unique and every view is tracked individually.
- Require email verification before anyone can open your proposal
- Password protect sensitive pricing documents and contracts
- Restrict access to specific email addresses or company domains
- Set expiry dates so old proposals cannot be accessed after a deal closes
- Block downloads while still allowing full document viewing
Send personalised proposals to hundreds of prospects at once.
Upload your CSV, map your custom fields, and DocMetrics generates a unique tracked link for every recipient. Each person gets their own document and you track each one individually — opens, pages read, time spent, and engagement score.
- Upload a CSV with recipient names, emails, and custom fields
- Each recipient gets their own unique tracked link
- Preview the document for any recipient before sending
- Track engagement per recipient — opens, pages read, and score
- Follow up with non-openers or high-intent readers as a targeted group
Request signatures and track every step of the signing process.
Send documents for e-signature directly from DocMetrics. Place signature fields, set a signing order, and track exactly how long each recipient took to open, read, and sign. All signature data appears in the same analytics dashboard.
- Send signature requests to one or multiple recipients
- Place signature, date, text, checkbox, and attachment fields
- Track time to open, time to sign, and pages viewed before signing
- Signing funnel shows how many opened, reached the signature, and completed
- Bundle multiple documents into one envelope for complex deals
Frequently asked questions
Everything you need to know about DocMetrics for sales teams Contact us if you cannot find what you are looking for.
No. Recipients receive a completely normal document viewing experience. There is no software to install and no indication that their engagement is being measured. They simply open and read the document as they normally would.
Notifications arrive within seconds of a prospect opening your document. You receive an alert by email and in-app the moment the link is opened so you can act immediately while you are top of mind.
Yes. Each recipient gets their own unique link so DocMetrics tracks each person individually. You see exactly who opened what, when they opened it, and how long they spent on each page — all separately.
DocMetrics supports PDF documents. This covers proposals, pitch decks, pricing sheets, case studies, contracts, and any other sales material you currently share as a PDF.
The engagement score is calculated from a combination of factors including number of visits, total time spent reading, pages viewed, whether the document was downloaded, and whether it was forwarded to additional viewers. Higher scores indicate stronger buying intent.
Yes. You generate tracked links from DocMetrics and share them however you normally would — by email, LinkedIn, or any other channel — while all analytics stay in DocMetrics. Your existing workflow does not need to change.
Yes. You can send signature requests directly from DocMetrics, place signature fields on any page, set a signing order for multiple recipients, and track exactly how long each person took to open, read, and sign the document.
All documents are encrypted in transit and at rest. Share links support NDA gating so recipients must sign a confidentiality agreement before they can view anything. You retain full ownership of everything you upload and can revoke access at any time.
Start knowing what happens after you hit send.
Upload your first document and see real engagement data in under two minutes. No credit card required.
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