Sales
DocMetrics
Know when buyers revisit your proposal, share it internally, and involve new stakeholders—so every follow-up is guided by real buying signals.
- Category
- Sales
- Stage
- Beta
- For
- Salespersons
About
Know when buyers revisit your proposal, share it internally, and involve new stakeholders—so every follow-up is guided by real buying signals.
Features
- Problem
- Salespeople do not know when a prospect opens or revisits a proposal.
- How it works
- DocMetrics sends opening notifications and records repeat visits and returning viewers.
- Result
- Salespeople can decide when a follow-up may be timely.
- Why
- Changes in viewing activity can provide context about buyer interest.
- Problem
- An open alone does not show what a prospect considered.
- How it works
- Page-level analytics show reading time, skipped pages, and pages revisited.
- Result
- Salespeople can prepare more focused follow-up conversations.
- Why
- Reading patterns reveal which proposal sections received attention.
- Problem
- Internal sharing and additional decision-makers can be hard to see.
- How it works
- DocMetrics identifies additional viewers and activity indicating a proposal was shared internally.
- Result
- Salespeople can better understand who may be involved in the deal.
- Why
- Stakeholder activity adds context beyond the original recipient's engagement.
- Problem
- Uncontrolled sharing can expose sensitive proposals.
- How it works
- Share links can use passwords, NDAs, expiration dates, and download controls.
- Result
- Proposals can be shared with controls over access and use.
- Why
- Access settings let senders apply protections before sharing.
- Problem
- Documents and engagement activity can be scattered across a deal.
- How it works
- Spaces organize multiple documents in a branded environment with role-based access and activity tracking.
- Result
- Teams can manage deal documents and review activity in one place.
- Why
- A shared deal space groups materials and their interactions together.
Product questions
What does DocMetrics do?
DocMetrics turns shared proposals and other PDFs into trackable links, showing salespeople who viewed them, what they read, and how engagement changes over time.
Who is DocMetrics for?
Salespersons
Screenshots
