Back to BlogSales

Document Tracking: Know Who Read Your Proposal

How document tracking helped sales teams increase close rates by 35%. Real data from real InboxPilot users.

James Wright Dec 20, 2024 5 min read

You just sent a 12-page proposal to a prospect. They said they would review it this week. A week goes by and you hear nothing. Did they read it? Which parts? Should you follow up?

The Problem with Email Attachments

Traditional email attachments are a black hole. Once you hit send, you have zero visibility into what happens next. The recipient might open it immediately, forward it to their boss, or let it sit in their downloads folder forever.

How Document Tracking Changes the Game

With InboxPilot document tracking, you share a tracked link instead of an attachment. This gives you:

  • Who viewed the document and when
  • How many times they viewed it
  • Which pages they spent the most time on
  • Whether they downloaded it
  • Whether they forwarded the link to anyone else

Real Results

We surveyed 500 InboxPilot users who use document tracking for sales proposals:

  • 35% higher close rate when following up based on page-level engagement
  • 60% of users said they could identify the most interested prospects before the follow-up call
  • Average time from proposal send to signed deal decreased by 4 days

Getting Started

Document tracking is available on all Pro and Advanced plans. Simply upload your document, get a tracked link, and share it via email.

salesdocument tracking
JW

James Wright

InboxPilot Team

Ready to try InboxPilot?

Start tracking your emails, sending campaigns, and closing more deals today.

Get Started Free