How Document Tracking Works#
Document Tracking monitors when prospects open, view, and interact with your proposals, quotes, and other documents. Every view is logged with detailed analytics so you know exactly how engaged a prospect is.
Tracked Metrics#
For each document, the system tracks:
- Total views — Number of times the document has been opened
- Unique viewers — Number of distinct people who viewed it
- Time per page — How long viewers spent on each page, displayed as a heatmap
- Device type — Whether the viewer used desktop or mobile
- Forwarding detection — Alerts when a document is viewed by someone other than the original recipient
Page Heatmap#
The page heatmap shows a bar chart of time spent per page. This tells you which sections of your proposal are getting the most attention and which are being skipped — invaluable for refining your documents.
Viewer Activity Table#
See a detailed log of every viewer, including:
- Email address
- Number of views
- Total time spent
- Device used
- Whether the document was forwarded
Real-Time Notifications#
Get notified instantly when a prospect opens your document. This lets you time your follow-up call for maximum impact — reaching out while the prospect is actively reviewing your proposal.
Document Dashboard#
The Document Tracking page shows summary stats across all tracked documents, with a table listing each document, its type, total views, and last viewed date. Click any document to expand its full analytics inline.