Track progress
Tap into a dashboard that shows what changes have been made in a document even after it’s been sent out. Set up automatic notifications to remind recipients that an action is needed on their end.
Gain control over your content with document tracking
Get insights into how users interact with your document.
Track data on documents effortlessly
Level up your documents
See which parts of your proposals and quotes get the most and the least engagement to analyze what helped you win or lose deals — and come up with even more effective documents in the future.
Act at the right time
Receive automated email notifications the moment your document is opened and completed by a recipient. Stay on top of your documents and know exactly when it’s time to follow up.
Enhance security
Keep an auditable record of all document activities to prevent security breaches and unintended disclosures. Use these records to ensure compliance with industry regulations.
Manage access
Create a list of recipients and collaborators and decide what they can do with a document — view, comment, or edit. Get a detailed record of their changes and actions in an audit trail.
Where Document tracking is useful
Proposals
Keep track of your team members’ actions when collaborating together on a proposal. Always stay updated as to who accessed and edited certain docs, and when and how they did.
Contracts
Be on the safe side when creating a contract with sensitive information. Maintain a record of changes to align with regulatory compliance.
Quotes
Get notifications in your inbox when a customer opens or completes your quote. Write a follow-up email promptly while your doc is still fresh in their mind.
How to set up document tracking
Create and send a document
Create a document from a template or via upload, then send it via email or link to your chosen recipients.
Find document analytics
Open your document and click the Analytics tab on the right to get to the Recipients Analytics section.
Examine tracking data
Tap on the recipient’s name to see detailed analytics, such as the number of document views, total time spent on a document, last time viewed, view depth, and more.
Learn more about document tracking
Frequently asked questions
What document analytics are available?
The document tracking feature includes the following statistics: times viewed, total time spent, last view, PDF download, and if any links were clicked.
Which plan should I purchase to use document tracking?
To start using the document tracking feature, sign up for either the Essentials, Business, or Enterprise plan.
Is document tracking available via the mobile app?
Yes! Tap inside the Timeline section to see detailed tracking data, and use the Dashboard section to see an overview of your document activity.
How do I send a reminder to a recipient?
Tap into a recipient’s name to see activity statistics. Click the Send manual reminder button to forward a notification to a recipient’s email.