Trackable documents — share files and see when they are opened
Upload a document to a deal, share a tracked link, and get notified when the customer opens it.
Trackable documents let you upload a file — like a proposal, price sheet, or training outline — to a deal, generate a special sharing link, and see on the deal's timeline when the customer opens or views that file.
Uploading a document to a deal
How to upload a document
- 1Open the deal.
- 2In the right column, find the Documents card.
- 3Click + Upload Document.
- 4Click Choose File (or drag and drop a file onto the box).
- 5The supported file types are PDF, Word (.docx), and PowerPoint (.pptx).
- 6Give the document a name (for example, "Training proposal — Memorial Hospital").
- 7Click Upload. The document appears in the Documents card.
Sharing a tracked link
How to share the document
- 1In the Documents card, find the file you uploaded.
- 2Click the Share button (a chain-link icon) next to the document.
- 3A tracked link is generated and copied to your clipboard.
- 4Paste this link into an email to your customer — either by composing from the deal or from your email app.
- 5The customer can click the link to view the document in their browser.
Seeing "opened" events on the timeline
When the customer opens the link, an "Opened document" event appears on the deal's activity timeline. It shows the document name, the date and time they opened it, and how many times they have opened it. If they open it multiple times, each visit is recorded.
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Tip: A document open is a great signal to follow up. If you see that someone opened your proposal at 2pm on Tuesday, that is a good time to send a quick email asking if they have any questions.
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Note: Document tracking works by embedding a tiny invisible pixel in the view page — the same technology used in email open tracking. If the customer's browser blocks tracking pixels, the open may not be recorded.
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