Pitch deck tracking for agency new-business decks.
When a deck gets forwarded, feedback gets vague. ProposalDoc helps agencies track deck opens with timeline + per-viewer signals so you can follow up at the right moment while keeping delivery clean through a client portal.
Timeline view of opens and activity for your deck
Per-viewer signals to spot active stakeholders
Client portal for sharing with password + expiry controls
Export PDFs anytime to share internally or archive
Purpose-built for client service contracts
ProposalDoc organizes milestones, scope checklists, and exclusions into clean layout blocks. Capture approvals cleanly, track viewer interest in early access, and export high-fidelity PDFs whenever you need them.
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Pitch deck tracking FAQ
- Can ProposalDoc track pitch deck views?Yes. You can see opens and activity in a timeline and track engagement per viewer, helping you follow up based on signals.
- Do clients need an account to view?No. Clients open a link in the browser. You control access with a password and expiry (when enabled).
- How do approvals work?Approvals are a lightweight confirmation flow designed to speed up proposal and SOW handoffs.
- Can I export a PDF for my records?Yes. ProposalDoc is export-first: export PDFs anytime so your work is always portable.
- Will this replace my CRM or project tool?No. ProposalDoc is designed to work alongside your stack. Use it for proposal creation, portal delivery, tracking, approvals, and exports.