- Pitch decks
- Analytics
How to share a pitch deck and track engagement
Upload a PDF or PowerPoint pitch deck, create a link for each conversation, and use slide engagement to plan a useful follow-up.
Read the guideShare with purpose.
Follow up with context.
A few practical ways to get more from the files you send.
From the first link to the next conversation.
4 guides across all topics.
- Analytics
How to see whether someone viewed your PDF
Learn how PDF view tracking works, how to review opens and page activity, and what an email address or completion metric can tell you.
Read the guide
- Client work
- Link controls
How to share a proposal with a client
Prepare a clear client proposal, share it through a controlled link, handle revisions, and use viewing activity to shape your follow-up.
Read the guide
- Link controls
How to protect a document link with a password and expiration date
Set a password and expiration for a document link, check the recipient experience, and understand how to change or revoke access later.
Read the guide