For Sales Teams
Sales teams track quote opens to know exactly when to follow up
Your prospect just opened your $50K quote at 8:47 PM on a Sunday. They spent 12 minutes on the pricing page, then forwarded it to their CFO. You get an instant notification—time to strike while the deal is hot.
Start tracking free — no credit card73%
of quotes never get a response when sales reps guess follow-up timing
2.7x
higher close rate when following up within 1 hour of quote viewing
$0
per seat—track unlimited quotes with your whole team
The problem
You're an account executive who just spent three hours crafting the perfect quote. Custom pricing, detailed scope, competitive positioning—it's all there. You hit send at 4:58 PM on Tuesday, then... silence. Did they open it? Are they reviewing it with their team? Or is it buried in their inbox under 47 other emails? Most sales reps wait 2 days before following up[1], but by then, your prospect has moved on to evaluating competitors.
This blindness costs deals. While you're waiting to seem "not too pushy," your prospect opened the quote, got confused by the pricing structure, and never reached out for clarification. Or worse—they loved it, forwarded it to their boss for approval, but you didn't know to loop in the decision maker. Sales teams lose 38% of deals due to poor follow-up timing[2]. That's revenue slipping through your fingers because you're flying blind.
Email read receipts don't work—they're blocked by most corporate email clients. Google Drive shows you someone accessed the file, but not what they looked at or for how long. Traditional CRM tracking only shows delivery and basic opens[3], missing the rich engagement data that tells you when a deal is actually progressing. You need real intelligence, not just timestamps.
How sales teams use ShareDoc for quote tracking
Know the moment they're interested
Get instant notifications when prospects open your quote—on desktop or mobile. See exactly which pages they're viewing in real-time. When they spend 8 minutes on your pricing page at 9 PM, you know they're seriously evaluating. Send a quick "Happy to clarify any pricing questions" message while you're top of mind, not two days later when they've already met with your competitor.
Track the entire buying committee
ShareDoc shows you everyone who views your quote—not just your primary contact. When your champion forwards the quote to their CFO, legal team, or CEO, you see each new viewer with their company domain. Now you know exactly who's involved in the decision and can proactively address their specific concerns. No more deals dying in procurement because you didn't know they were involved.
Capture contact info from new stakeholders
When someone new views your quote, ShareDoc's optional lead capture form collects their name and role. Your prospect's boss opens the quote? They'll see a quick form: "Hi! I'm Sarah, your account executive. May I have your contact info to ensure you get the best pricing?" Convert anonymous viewers into known stakeholders you can nurture directly.
Prioritize hot leads with engagement scoring
Not all quote views are equal. ShareDoc tracks total time spent, number of views, pages reviewed, and sharing activity. A prospect who's viewed your quote 6 times, spent 28 minutes total, and shared it with 3 colleagues? That's your hottest lead. Focus your energy on the deals most likely to close instead of chasing ghosts.
What this looks like in practice
Sarah, an enterprise account executive at a SaaS company, sends a $75,000 annual contract quote to Mark, the VP of Operations at a 500-person manufacturing firm. She uploads the 12-page PDF to ShareDoc and sends Mark the tracking link instead of a regular attachment. The whole process takes 30 seconds.
Twenty minutes later, Sarah's phone buzzes. Mark just opened the quote and is currently viewing page 4—the implementation timeline. He spends 3 minutes there, then jumps to pricing on page 8. Sarah can see his session in real-time on her ShareDoc dashboard. When Mark closes the document after 11 minutes, she sends a casual email: "Hi Mark, I noticed you were reviewing the implementation timeline. Our typical rollout is 6 weeks, but we can accelerate to 4 weeks if needed. Would that timing work better for your Q4 planning?"
Three days pass. Then ShareDoc alerts Sarah: someone new from Mark's company is viewing the quote. It's Jennifer Chen, CFO. She spends 18 minutes reviewing every page, especially the ROI calculations. An hour later, two more viewers appear—both from the legal department. Sarah now knows the deal has momentum and exactly who's involved. She prepares tailored follow-ups for each stakeholder.
The next morning, Sarah calls Mark: "I see your team is reviewing the proposal—that's exciting! I noticed your CFO spent time on the ROI section. Would it help if I prepared a more detailed financial impact analysis?" Mark is impressed she's so on top of things. They schedule a call with the CFO that afternoon. Two weeks later, the deal closes. Sarah knew exactly when to engage because she could see the digital buying signals in real-time.
Why Sales Teams choose ShareDoc
No per-seat pricing means your whole team can track
DocSend charges $45-65 per user per month. HubSpot Sales Hub starts at $90/user. ShareDoc? Free for everyone on your team. Your SDRs, AEs, and managers all get full tracking without blowing your software budget.
Set up in seconds, not weeks
No CRM integration required. No IT involvement. No training sessions. Just upload your quote PDF and share the link. Your reps can start tracking their very next quote without any friction or change management.
Real-time alerts keep deals moving
Get notified instantly when prospects engage—via email, Slack, or SMS. Strike while interest is high instead of following up days later when they've gone cold. Time kills deals, but you'll always know the perfect moment to reach out.
Track the entire buying journey
See every stakeholder who touches your quote, not just your main contact. When deals suddenly include new decision makers, you're prepared. No more surprises in the final stages when procurement or legal gets involved.
Want to see what the analytics look like?
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