ShareDoc for Sales Teams
Know when your prospect reads the proposal.
Stop guessing when to follow up. ShareDoc shows you exactly when prospects open your proposals, which pages they focus on, and whether they're ready to buy or still browsing.
Upload your PDF — freeReal-time
Get notified the moment
a prospect opens your PDF.
Per-page
See which pages they read
and how long they spent.
Labeled
Auto engagement labels:
Engaged, Skimmed, Bounced.
The follow-up timing problem
You send a proposal. Then you wait. One day? Two days? A week? Follow up too early and you seem pushy. Too late and you've lost momentum. The problem isn't your proposal — it's that you have zero visibility into what's happening on the other side.
ShareDoc solves this by showing you exactly when someone opens your document, how much of it they read, and what they focused on. When a prospect spends 4 minutes on the pricing page, that's your signal to call. When they forward it to a colleague, that's buying signal. When they open it three times in one day, that's urgency.
Stop guessing. Start timing your follow-ups based on real engagement data.
What sales teams use ShareDoc for
Time your follow-up perfectly
Your prospect spent 6 minutes on pricing and came back twice. That's not a cold lead — that's a buying signal. Call now.
Know which proof points land
You sent 3 case studies. They read the fintech one cover to cover and skipped the others. Now you know what resonates.
See who's comparing numbers
They opened the pricing PDF 4 times this week. They're comparing you to someone else. Send the competitive battlecard.
Why not DocSend?
DocSend is the incumbent, but it's built for enterprise — per-seat pricing ($15-65/user/mo), complex workspace setup, and a learning curve that slows down onboarding. For a 5-person sales team, that's $75-325/month before you send a single document.
ShareDoc gives you the same core capabilities — page-by-page analytics, email capture, view notifications — at $29/mo flat. No per-seat pricing. No 30-minute onboarding. Upload a PDF, share it, and start tracking in under a minute.
Want to see what your analytics dashboard will look like?
See example analytics →The proposal engagement problem
Most sales reps treat sending a proposal like crossing a finish line. In reality, it's the starting gun. The data tells a brutal story: your proposal has an 82% chance of being read within the first hour of sending.[1] Wait 24 hours and that drops to 48%. Wait a week and you're down to 8%.[1] After two weeks, just 2.1% of prospects will ever open it.[1]
Even when prospects do open your proposal, engagement is shallow. The average proposal completion rate is just 38% — meaning most buyers never make it to your pricing page or case studies.[1] Shorter proposals perform better (43% completion for under 10 slides), but the drop-off after 18 slides is steep.[1]
The silver lining: when buyers are interested, they move fast. 46% of accepted proposals are signed within 2 days, and 81% within a week.[1] The window between "interested" and "decided" is narrow. If you don't know when they opened it, you've already missed it.
Here's the persistence gap: 80% of sales require 5 or more follow-ups, but 92% of reps give up after just 4 attempts.[2] And 40-60% of B2B deals end in no decision at all — not a loss to a competitor, just indecision.[1] The problem isn't your product or your price. It's that you can't see what's happening after you hit send.
How top sales teams use document analytics
The best sales teams don't guess when to follow up — they read the signals. Document analytics platforms give reps real-time insight into how prospects interact with proposals, turning every share into a data point.[3]
Track page views and time spent
Which pages did they read? How long did they spend on each? When a prospect spends 3 minutes on your ROI calculator but skips the company overview, that tells you exactly what matters to them.[3] ShareDoc shows per-page time data so you can tailor your next conversation around what they actually care about.
Follow up within 24 hours based on read receipts
Responding to leads within 5 minutes of engagement boosts conversion rates by 9x, and 35-50% of sales go to the first responder.[2] With real-time open notifications, you can call a prospect the moment they finish reading your proposal — not two days later when they've moved on.
Prioritize prospects showing buying signals
Not all engagement is equal. A prospect who visits the pricing page three times in a day is comparing you to a competitor. A prospect who forwards the document to a colleague is bringing in a decision-maker.[3] ShareDoc's engagement labels (Engaged, Skimmed, Bounced) help you sort your pipeline by actual intent, not gut feeling.
Data-driven sales teams that combine document engagement data with CRM analytics consistently identify high-potential opportunities faster and close deals with shorter cycles.[4]
ShareDoc vs proposal tracking tools
Dedicated proposal tools like Better Proposals, GetAccept, and Proposify bundle tracking with proposal creation, e-signatures, and CRM integrations.[5][6] They're powerful — but they're also complex, expensive, and force you into their document format.
| Feature | ShareDoc | Better Proposals | GetAccept | Proposify |
|---|---|---|---|---|
| Open tracking | Yes | Yes | Yes | Yes |
| Per-page analytics | Yes | Limited | Yes | Limited |
| Use your own PDF | Yes | No (use their editor) | Yes | No (use their editor) |
| Setup time | 30 seconds | 15-30 min | 30-60 min | 30-60 min |
| Free plan | Yes (full features) | Trial only | Trial only | Trial only |
| Pricing | $0 or $29/mo flat | From $19/user/mo[5] | From $25/user/mo[6] | From $19/user/mo[6] |
If you need a full proposal creation suite with built-in templates, e-signatures, and CRM workflows, tools like GetAccept or Proposify are purpose-built for that.[6] But if you already have proposals in PDF format and just need to know who reads them and when — ShareDoc does that without the overhead.
Start tracking your proposals today
Free to start. No credit card. No setup. Upload a proposal and share it in 30 seconds.
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