Salesforce + ShareDoc
Your CRM tracks everything
except document engagement
You know when they opened the email. You don't know if they read the proposal. Here's how to fix that blind spot in 30 seconds.
Start tracking free72%
of proposals never get opened
4.2 days
average time to follow up blind
$23k
average deal lost to poor timing
The Salesforce document tracking gap costs you deals
You attach a proposal PDF to your opportunity. Hit send. Then... silence. Salesforce shows the email was delivered, but you're flying blind on what happens next.
Your prospect might have opened it immediately and shared it with their CFO. Or it might be sitting unread in their inbox while they evaluate your competitor. You have no idea which scenario you're in, so you wait the "professional" 3-5 days before following up.
By then, your hot lead has gone cold. The competitor who called while the prospect was actively reviewing documents got the meeting.
How to add document tracking to Salesforce
Upload your proposal to ShareDoc
Drag and drop. Takes 30 seconds, works instantly.
Share the tracking link via Salesforce
Instead of attaching the PDF, paste your ShareDoc link in the email
Get instant alerts when they engage
Know exactly when to call — while your proposal is open on their screen
What Salesforce shows vs. what you actually need
| Tracking Need | Salesforce Alone | Salesforce + ShareDoc |
|---|---|---|
| Document opened? | ❌ | ✓ |
| Time spent reading | ❌ | ✓ |
| Which pages viewed | ❌ | ✓ |
| Shared internally? | ❌ | ✓ |
| Real-time alerts | ❌ | ✓ |
What you get that Salesforce can't give you
Know when to call: Get notified the moment they open your proposal, not 3 days later
See buying signals: Track which pages they spend time on (pricing, testimonials, implementation)
Spot champions: See when documents get forwarded internally and to whom
Prioritize follow-ups: Focus on prospects actively engaging, not cold leads
Close deals faster: Strike while interest is high with perfect timing
Stop losing deals to bad timing
Add document tracking to Salesforce in 30 seconds. Free forever for all features.
Start tracking free