FOR AGENCIES
Know When Your Proposals Actually Get Read
Your creative director spent 40 hours perfecting that pitch deck. Your account manager crafted the perfect positioning. But 72 hours later, you're still staring at "sent" with no idea if anyone even opened it.
Start tracking free — no credit card47%
of proposals never get a response[1]
3-5
stakeholders review agency proposals
$12K
average cost of a lost proposal[2]
The problem
Your account executive hits send on a $250K retainer proposal to the CMO of a Fortune 500 brand. The strategy deck took three weeks to build. The creative samples are perfect. The case studies are killer. But then... silence. Did they open it? Did it get forwarded to procurement? Is the CFO reviewing the budget section right now? You have no idea.
Meanwhile, your competitors are following up at exactly the right moment — when the prospect is actively engaged. You're shooting in the dark, sending "just checking in" emails that land when no one's thinking about your proposal. Agencies waste thousands of hours on proposals that go nowhere[2] because they can't see what happens after hitting send.
Email read receipts don't work across organizations. Google Drive shows views but not who viewed or what they read. Traditional proposal software charges $45+ per seat[3] and requires your entire team to learn new tools. You need visibility without complexity.
How agencies use ShareDoc for proposals
Know exactly who's engaged — and who's not
See when the CMO opens your deck at 8:47 PM on a Tuesday. Notice when they forward it to their creative director the next morning. Watch as procurement spends 12 minutes on your pricing page. Every view is tracked with timestamps and email addresses, so you know exactly which stakeholders are engaged and can tailor your follow-up accordingly.
Strike while the iron is hot
Get instant notifications when prospects open your proposal. If they're reviewing it at 9 PM, you can send a perfectly-timed "I'm available if you have questions" email while your work is fresh in their mind. No more guessing when to follow up — you'll know exactly when they're thinking about you.
Identify champions and blockers instantly
That creative director who spent 45 minutes reviewing your case studies? They're your champion. The CFO who glanced at the budget for 30 seconds? You need to address their concerns. ShareDoc shows you exactly how each stakeholder engages with your proposal, so you can navigate organizational politics with data, not guesswork.
Track media kits without the back-and-forth
Stop asking "Did you get our media kit?" Upload once, share the link, and watch as journalists and partners engage with your client's brand assets. Know which outlets are actually interested before you waste time on follow-ups. Perfect for PR agencies managing multiple client portfolios.
What this looks like in practice
Sarah, an account director at a creative agency in Austin, uploads her team's proposal for a $500K brand refresh project. The prospect is a mid-market SaaS company looking to reposition after a Series B. She sends the ShareDoc link to their VP of Marketing on a Wednesday afternoon.
Within 20 minutes, her phone buzzes — the VP just opened the proposal. Sarah watches in real-time as they spend 8 minutes on the creative concepts, 3 minutes on timeline, and forward the link to two colleagues. One is the CEO (good sign), the other has a procurement email address (time to prep for pricing questions).
Thursday morning, ShareDoc alerts Sarah that the CEO is viewing the case studies section. They're spending serious time on the enterprise rebrand examples. Sarah fires off a quick email: "I noticed you might be looking at our enterprise work — happy to share more examples from similar companies in your space." The CEO responds within an hour, impressed by the timing and relevance.
By Friday, Sarah can see that 5 different stakeholders have viewed the proposal, with the creative team spending the most time on it. Armed with this intelligence, she suggests a creative-focused pitch meeting. They win the business two weeks later, with the client specifically mentioning how "on point" their follow-up was throughout the process.
Why agencies choose ShareDoc
No seats, no limits, no IT involvement
Your entire team can track proposals without per-user fees. Account managers, creative directors, new business leads — everyone gets access. No training needed, just upload and share.
Works with your existing workflow
Keep using InDesign, Keynote, or PowerPoint. Export to PDF, upload to ShareDoc, done. No proprietary formats, no rebuilding decks in new software. Your team keeps working the way they want.
Data that actually helps win business
See which prospects are genuinely interested vs. being polite. Know when to push and when to pull back. Follow up with context, not canned templates. This isn't vanity metrics — it's intelligence that closes deals.
Professional without being complicated
Your prospects see a clean viewer with your agency's branding. No ads, no ShareDoc logos, no signup prompts. Just your beautiful work presented professionally with tracking that happens invisibly in the background.
Want to see what the analytics look like?
See a live analytics demo →Stop losing deals to the inbox void
Free for all features. No credit card. No per-seat pricing.
Start tracking free