For Sales Managers
See your whole pipeline's engagement, not just one deal at a time.
DocMetrics gives sales managers a team-wide view of proposal engagement — which deals are heating up, which have gone quiet, and where to focus coaching, without waiting on rep status updates.
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Your pipeline report says "in progress." That doesn't tell you much.
Every rep says their deals are moving. Your CRM says the stage hasn't changed in three weeks. You don't have time to ask every rep for a play-by-play on every account, but without real engagement data, you can't tell which deals are actually stalling until it's too late to help.
No pipeline-wide visibility
You see deal stages in your CRM, but not what's actually happening after a proposal goes out — until the rep tells you, if they tell you.
Coaching without data
You want to help reps improve their proposals and follow-up timing, but without engagement data, coaching conversations stay anecdotal.
Deals go quiet without warning
By the time a deal shows as stalled in your CRM, engagement may have been dropping for weeks. You find out after it's too late to intervene.
Every rep's document activity, in one place.
See every proposal your team has shared, who opened it, and how engagement is trending — without pinging reps for updates or waiting for the next pipeline review.
- Team-wide view across every rep's shared documents
- Filter by rep, account, or deal stage
- See which deals have active engagement right now
- Spot reps whose proposals consistently underperform
- No extra work for reps — tracking happens automatically
Know which deals are cooling off before your forecast call.
DocMetrics surfaces engagement signals — slowing activity, no re-opens, drop-off in stakeholder involvement — as evidence with confidence levels, so you can flag at-risk deals before they fall out of the pipeline.
- See engagement trends across the deal lifecycle, not just the first open
- Flag deals with declining activity for closer review
- Compare engagement against deal stage to sanity-check forecasts
- Signals are shown with confidence levels, never as instructions
- Catch stalling deals early enough to actually intervene
Give feedback grounded in what actually happened.
Instead of guessing why a deal didn't convert, look at exactly which pages prospects read, skipped, or re-read. Use it to coach reps on proposal structure, pricing presentation, and follow-up timing.
- Page-by-page reading data for every proposal a rep sends
- Compare a rep's proposals against team benchmarks
- Identify proposal sections that consistently lose attention
- Use real reading behavior in 1:1s and pipeline reviews
- Help reps improve based on evidence, not guesswork
See when a deal is expanding beyond your primary contact.
DocMetrics flags when a document is forwarded internally or opened by additional stakeholders at the buyer's company — often a stronger signal of momentum than anything your primary contact tells you.
- Detect forwarding and additional viewers automatically
- See growing stakeholder activity across an account
- Understand who else may be involved in the decision
- Surface this to reps so they can adjust their outreach
- Available across every deal on your team, not just flagged ones
Set sharing standards across your whole team.
As a manager or admin, control how sensitive materials are shared org-wide — password protection, domain restrictions, NDA gating, and link expiry — so reps don't have to make security decisions deal by deal.
- Organization-wide defaults for password and domain restrictions
- Require NDA acceptance before sensitive documents are viewable
- Set expiry dates so old proposals can't be reopened after a deal closes
- Full visibility into every share link created by your team
- Revoke access to any document at any time
Roll engagement data into the reporting you already run.
Connect DocMetrics to your existing pipeline reporting so document engagement sits alongside deal stage and forecast data, instead of living in a separate tool your team has to check manually.
- Bring engagement signals into your existing pipeline view
- Use engagement trends to sanity-check forecast confidence
- Export team-level engagement summaries for leadership reviews
- Keep reps in their normal workflow — no extra data entry
- One place to see activity and outcomes together
Frequently asked questions
Everything you need to know about DocMetrics for sales managers Contact us if you cannot find what you are looking for.
Yes. Managers get a team-wide view showing every proposal shared by every rep, with engagement signals rolled up so you can see which deals are active and which have gone quiet — without asking each rep for a status update.
Yes. You can see which proposals get read fully, which get skimmed, and which pages prospects consistently skip. That gives you concrete, document-level data to use in pipeline reviews and coaching conversations, instead of relying on rep self-reporting.
DocMetrics surfaces signals like slowing engagement, drop-off in stakeholder activity, or no re-opens after the first view. These are shown as evidence with confidence levels, not instructions — your team decides how to act on them.
No. Reps keep sending documents the way they already do — by email, LinkedIn, or any other channel. DocMetrics tracks engagement in the background and rolls it up into your team dashboard automatically.
Yes. DocMetrics detects when a document is forwarded or opened by additional stakeholders and flags growing buying-committee activity, which is often a stronger signal of deal momentum than any single viewer's behavior.
You can connect DocMetrics to your existing pipeline reporting so engagement data sits alongside deal stage and forecast data your team already tracks, rather than living in a separate tool.
Yes. As a manager or admin you can set organization-wide sharing defaults — password protection, domain restrictions, NDA gating, and expiry dates — so sensitive materials stay controlled across the whole team.
All documents are encrypted in transit and at rest. Team members only see what they're permitted to see, and admins retain full visibility and control over every share link created under the organization.
Stop finding out deals stalled after it's too late.
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