Teams whose deliverables are the product
In consulting, the document is both the deliverable and the asset. Once proposals and interim deliverables leave as files, you've lost control — and there's no record of who opened what, when. Block downloads and set an expiration and clients can review without a copy ever remaining. And when the open alert fires, you call before the reply would have come.
How it's actually used in the field, with the features each moment calls for. What each plan includes is on the pricing page.
Block PDF downloads per link and the review happens without the original leaving. Set the expiration — 7 days, 1 month, or a custom date — and the link closes itself when the review window ends. Both settings are per link, so one client can get different rules.
An email or Slack alert fires when the proposal opens. See which page they lingered on and reach out first instead of waiting for a reply — review cycles move differently.
Hand over interim reports, analyses, and appendices as one public page. Each link keeps its own password, expiration, and download settings, and groups nest up to 5 levels inside the room.
Deal fell through, or the wrong file went out? Disable one link or every link on the document. It closes immediately regardless of expirations, it's reversible, and the reading record is preserved.
Organize the documents, split links per audience, watch the response, and close when it's done.
Organize proposals and interim reports in your space, with folder roles for internal access.
Issue review links with download blocking, expirations, and passwords set per link.
When the alert fires, check the longest-read sections in Insights and explain from there.
Disable the links and access is tidied up — the record stays, only the access closes.
See who opened it and which page they re-read — then follow up from that exact point.
The document that builds trustPut a link to the proposal inside the deck, and see which industry's case got read longest.
The content document that collects leadsCollect details before reading, auto-send to submitters, and stream leads into your sheet.
Download blocking stops PDF file saving. A file that was already downloaded can't be recalled, so it's safest to keep downloads off from the first send.
Opening the link shows an invalid-or-expired notice. Set a new period or issue a fresh link when needed.
Issue a per-recipient link per client and put a password or email allow list on each. Link settings are never inherited — set them again on every new link.
The product guides walk through each step with real screens.
Start free and see per-link protection first.