For Account Executives
Your Quote Is Being Forwarded Right Now.
You Just Don't Know It.
90% of quotes go unopened. The ones that do get opened? You find out weeks later when the deal's already dead. ShareDoc shows you who's reading your quotes in real-time — so you can strike while the iron's hot.
Start tracking free — no credit card90%
of sales quotes never get a follow-up[1]
5-12
touchpoints needed to close enterprise deals[2]
24hr
window before momentum dies on quotes[3]
The problem
It's 4:47pm on a Thursday. You just sent a $250K quote to the VP of Sales at a Fortune 500. You know it landed in their inbox — the email didn't bounce. But then... silence. Did they open it? Did they forward it to procurement? Is the CFO tearing apart your pricing right now while you sit here refreshing your inbox like a maniac?
By the time you follow up next week, it's too late. The deal's gone cold. Maybe they went with a competitor who called at the exact moment they were reviewing quotes. Maybe your champion got overruled because you weren't there to address concerns in real-time. Over 90% of contractors fail to follow up on quotes[1] — and enterprise sales isn't much better.
Email read receipts are a joke — most corporate emails block them. Google Drive shows you someone clicked, but not who, when, or what they actually read. Your CRM tells you nothing about what happens after you hit send. You're flying blind at the most critical moment of the sales cycle, armed with nothing but "just following up" emails that trigger instant resistance from prospects[2].
How Account Executives use ShareDoc for quotes
Know the moment your champion shares internally
You send the quote to your main contact. ShareDoc alerts you 20 minutes later: "New viewer from same company domain." Then another. And another. Your champion is socializing the quote internally — exactly what you hoped for. Now you can proactively reach out: "Hey Sarah, noticed there might be some internal discussion about the proposal. Happy to jump on a quick call to address any questions from the team."
See which pricing pages get the most attention
Page 7 of your quote — the pricing breakdown — has been viewed 14 times by 3 different people. Page 2 (implementation timeline)? Viewed once. This tells you everything about their concerns. Instead of a generic follow-up, you send: "I noticed your team's been reviewing the pricing structure. I'd love to walk through our volume discount options that could bring that number down by 20%."
Strike while the iron's hot — not a week later
Traditional follow-up cadence says wait 2-3 days. But ShareDoc shows you they're reading your quote RIGHT NOW. Three people from their company are actively viewing it. You call immediately: "Hi John, I see you and the team are reviewing the proposal — figured it might be helpful to answer any questions while it's fresh." Slow replies beyond 24 hours erode momentum and trust[3].
Identify the real decision makers
Your contact said they're the decision maker. But ShareDoc shows someone from finance spent 12 minutes on your quote yesterday, then someone from legal viewed it this morning. Now you know the real buying committee. You can proactively address finance's ROI concerns and legal's contract questions before they become objections.
What this looks like in practice
Sarah Martinez, Enterprise AE at a SaaS company, sends a $180K annual contract quote to the VP of Operations at a logistics company. It's a 12-page PDF covering software licenses, implementation, and support. She uploads it to ShareDoc, gets a tracking link, and sends it via email at 2:13pm on a Tuesday. The whole process takes 45 seconds.
At 2:41pm, her phone buzzes. ShareDoc alert: "David Chen (VP Ops) viewed your quote for 3 minutes." Good sign — he's engaged. At 3:15pm, another alert: "New viewer: Jennifer Walsh, same company domain, 8 minutes on pricing page." Sarah does a quick LinkedIn search — Jennifer is the CFO. The deal just got serious.
Over the next two days, ShareDoc tracks seven unique viewers from the company. The implementation timeline page gets heavy traffic. The ROI calculator page? Viewed 11 times. Someone screenshots the pricing comparison. On Thursday morning, Sarah notices the General Counsel spent 15 minutes on the contract terms page.
Instead of waiting for her scheduled Friday follow-up, Sarah calls David immediately: "Hi David, I noticed your team's been reviewing the proposal, especially around implementation timeline and ROI projections. I've helped 6 similar logistics companies through this exact transition — want me to set up a quick call with your team to address any specific concerns?" David's response: "Perfect timing — we were just discussing this in our leadership meeting. Can you do 4pm today?" Three weeks later, the contract is signed. Sarah's early intervention addressed concerns before they became blockers.
Why Account Executives choose ShareDoc
Zero friction for prospects
No logins, passwords, or special software. They click your link and view the PDF like normal. Your tracking happens invisibly in the background — they'll never know unless you tell them.
Real-time Slack alerts for hot leads
Get notified the second someone from a target account opens your quote. Connect ShareDoc to Slack and your entire team knows when a big deal is actively being reviewed. No more missed opportunities.
Works with your existing workflow
Keep using your current CRM and quote generation tools. ShareDoc is just the tracking layer — upload any PDF and get a link in seconds. No complex integrations or workflow changes.
Priced for individual AEs, not enterprise
$29/month flat rate, no per-seat pricing. You don't need IT approval or a company-wide rollout. Start tracking your quotes today and expense it like any other sales tool.
Want to see what the analytics look like?
See a live analytics demo →Stop Guessing. Start Knowing.
Free for all features. No credit card. No per-seat pricing.
Start tracking free