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Track Engagement on Sales Proposals and Pricing PDFs

SENDTURTLE FOR SALES TEAMS

Track Engagement on Sales Proposals and Pricing PDFs

Your proposal was sent. Now what? SendTurtle gives you real-time insight into what happens after you hit send. Know exactly when a prospect opens your file, how long they spend on each page, and whether they shared it internally. Document intelligence helps sales teams follow up faster, close with context, and win more deals.

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Built for deal momentum, not just delivery

Traditional file sharing leaves you guessing. Phalanx DeepIQ changes that by making your sales documents smart and measurable.

  • Get notified instantly when your proposal is opened
  • See which sections get the most attention, or get skipped
  • Track opens, reopens, time on page, and viewer location
  • Know when a file is forwarded or opened by new stakeholders

Use alongside pitch deck analytics, tracked NDAs, or contract sharing insights to unlock visibility across every step of your sales motion.

Smarter files. Faster follow-ups. Better close rates.

Stop guessing if a buyer’s interested. Start acting on real data.

  • Upload your proposal as-is (PDF, PPTX, or Keynote)
  • Send a single, secure link, no passwords or logins needed
  • Replace files without updating the link
  • View analytics instantly inside your Phalanx dashboard

Sales teams use this to prioritize follow-ups, tailor their outreach, and move faster when interest is high.

Frequently Asked Questions

Will I know when someone opens the proposal?

Yes, you’ll get a real-time notification with viewer details and a timestamp.

Can I see how much time they spent on each page?

Yes, Phalanx Pro (DeepIQ) provides per-page heatmaps and engagement duration.

Can I update the file without resending?

You will need to make a new link for the new file, which should only take a few clicks! After you send a file, you can change the security settings once sent.

What if the proposal is shared with others?

You’ll be able to see new viewers, how they engage, and where they’re located.

Is this secure for pricing and contract documents?

Yes, Phalanx uses end-to-end encryption with enterprise-grade security.

Does it integrate with CRMs?

CRM integrations are coming soon. Current users export engagement data manually.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.