Branded client portals
Create a private, branded page for every deal. Your prospect gets one link to every document they need.
Everything you need to share smarter
Share documents, track engagement in real time, and know exactly when to follow up. One platform for every team.
Deal Rooms
Multi-document organization
Group proposals, contracts, case studies, and pricing in a single room. Add section labels to keep things clear.
Shared action items
Add a mutual to-do list to every room. Track next steps and keep deals moving forward.
Room-level analytics
See which documents were opened, total views, average time, and completion rates — all in one dashboard.
Automatic document updates
Replace a document and every existing link serves the new version. No need to re-share.
Sharing & Distribution
Universal format support
Upload PDFs, PowerPoint, Word, HTML files — or paste a Google Slides or Google Docs link.
Personalized tracking links
Create unique links for each recipient. Track engagement individually, not in aggregate.
Custom domains
Share links from your own domain. Build trust and reinforce your brand with every document.
Link expiration
Set links to expire after a date. Control access to sensitive documents automatically.
Download control
Choose whether recipients can download your documents or only view them online.
Real-Time Engagement Tracking
Instant view notifications
Get notified by email and Slack the moment someone opens your document.
Page-by-page analytics
See exactly how long recipients spend on each page. Know which sections capture attention.
Time per section
Understand what matters most to your audience by tracking time spent on every section.
Link & element click tracking
Track clicks on links, buttons, and interactive elements inside your documents.
Completion rates
See how far recipients read. Identify drop-off points and optimize your content.
Analytics & Insights
Geographic insights
See where your viewers are located on a world map. Understand regional engagement patterns.
Bot detection
Automatically filter SafeLinks, Proofpoint, and Mimecast scanners. Only count real humans.
Team performance overview
Track team-wide engagement stats. See which documents drive results and who's most active.
Activity timeline
A chronological feed of all engagement events — views, clicks, downloads, and more.
Per-viewer engagement history
See every interaction a specific recipient has had with your shared documents.
Interactive Documents
HTML uploads
Already have an interactive HTML asset? Upload it, share personal links, and turn it into a trackable mini-landing page.
Interaction tracking
Know which buttons they click, which sections they revisit, and how they navigate your content.
Decision Capture
Accept, decline, or request changes
Recipients respond directly inside the viewer. No back-and-forth emails, no separate signing tools.
Instant decision notifications
Get notified via email and Slack the moment a recipient responds — with full engagement context.
Decision notes
Recipients can attach notes when responding. See exactly why they accepted, declined, or need revisions.
Full audit trail
Every response is timestamped with IP, device, and engagement history. Know who responded, when, and how thoroughly they reviewed.
Team & Workflow
Team workspaces
Organize your team with shared workspaces. Assign roles — owner, admin, or member.
CRM integration
Sync engagement data with Close CRM. See document views right inside your deal timeline.
Slack notifications
Get real-time engagement alerts in your team's Slack channels. Never miss a view.
Folder organization
Keep documents organized with color-coded folders. Find anything in seconds.
Bulk link generation
Import a CSV of contacts and generate personalized tracking links for each one.
Security & Compliance
Document approvals
Request approval signatures on documents. Track who approved, declined, or hasn't responded.
Viewer identity verification
Know exactly who viewed your documents with contact-linked tracking links.
Link expiration controls
Automatically revoke access after a set date. Protect time-sensitive information.
Download restrictions
Prevent downloads on sensitive documents. Keep control over how your content is accessed.
Bot traffic filtering
Three-layer detection system filters automated scanners. Every metric reflects genuine engagement.
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