Document tracking for proposals, packets, and files
Share tracked documents from email workflows and review viewer engagement alongside opens, clicks, replies, and CRM activity.
Live workspace
Document tracking for proposals, packets, and files
Signal timeline
Proposal PDF
Viewed from tracked email
Access mode
View-only link presentation
Follow-up signal
Document viewed after pricing click
01
Attach the document
02
Send the tracked link
03
Review engagement
Connected to InboxPilot
Signals sync across extension, dashboard, mobile, and admin.
Visual coverage for the full product workflow
Every product page now shows how the buyer-facing surface moves from inbox action, to engagement signal, to the next team workflow.
Inbox action panel
Interface cue
Tracked document links
Create secure document links that appear naturally inside the email workflow.
Signal detail view
Interface cue
Open
Viewed from tracked email
Team handoff board
Interface cue
Review engagement
Follow up when document activity shows interest or urgency.
A richer visual path from feature to product outcome
These product-page visuals make the shipped capability easier to inspect: what surface the user starts in, what signal is captured, how the next action is routed, and which teams should care.
Product surface
Primary product surface
Share tracked documents from email workflows and review viewer engagement alongside opens, clicks, replies, and CRM activity.
Document engagement
Engagement signal record
Proposal PDF stays connected to Viewed from tracked email.
Review engagement
Next-action workflow
Follow up when document activity shows interest or urgency.
Best fit teams
Team-ready handoff
The page names the buyers, connected surfaces, and operating context instead of presenting the module as an isolated feature.
Document views beside the email thread that created them
The document page now visualizes the proposal workflow buyers expect: secure tracked links, viewing activity, access controls, and follow-up timing.
Document activity
Document tracking for proposals, packets, and files
Screenshot-style product snapshot
Live workflowProposal link opened
Recipient viewed from the tracked email
Access policy applied
View-only document presentation remains active
Follow-up signal raised
Document engagement joined pricing click context
Marketing page coverage added
This snapshot connects the underlying email protocol to visible signals, state, and follow-up queues.
Evaluation Checklist
Built for the workflows behind every send
Each product surface connects to the same tracking, CRM, notification, and admin contracts already used throughout InboxPilot.
Tracked document links
Create secure document links that appear naturally inside the email workflow.
Viewer activity timeline
Review document views with the surrounding recipient and message context.
Access and presentation controls
Support view-only sharing and custom tracked document link presentation.
Follow-up intelligence
Use document engagement to decide when a proposal, packet, or agreement needs action.
How teams use it
Attach the document
Choose a tracked file from the extension or dashboard workflow.
Send the tracked link
Insert a branded document link into the email draft or campaign.
Review engagement
Follow up when document activity shows interest or urgency.
Best fit teams
InboxPilot is designed for people who send important messages and need to know what happened next.