What is sales document tracking?

Sending sales material, such as a deck, a quote or a proposal, as a tracked link, so you can see when the prospect opened it, came back to it, and which pages they spent time on. You use that to time your follow-up instead of guessing.

Can I see which prospect opened my deck?

On Snapy Pro. Make a personal link for each prospect (free to create), or turn on the email gate, and Pro shows each open with that person's name. The free plan shows that the link was opened, with the time, country and referrer, but no name.

Do email security scanners trigger fake opens?

They can. Many company mail filters open every link in a message to check it, often within a minute or two. Snapy drops opens from known email-security and cloud networks, such as Microsoft, Google, Proofpoint and Mimecast, and from known bots, but a scanner on a network outside that list can still look like an open. Treat a single instant open with caution.

Does Snapy integrate with a CRM?

No. There is no Salesforce, HubSpot or Pipedrive integration, and no e-signature. You read opens on Snapy's analytics page and email alerts. If you need CRM sync or signatures, look at a dedicated sales document tool.

How much does it cost for a sales team?

The free plan covers one live link with open alerts. Snapy Pro is $9 a month in the US (€9 in the euro zone, £8 in the UK) for one person. Snapy Team is $29 a month (€29 in the euro zone) for 3 people in one shared workspace, then $9 a month for each extra person, up to 10.

Sales Document Tracking: Know When to Follow Up

Sales document tracking for small teams

Send the deck, quote or proposal as a link instead of an attachment. You get an email the first time it is opened, free, and every open is logged with the time and country. Snapy Pro adds which prospect opened it, the time on each page, and an alert on every return visit, which is what tells you when to call.

How a small sales team uses it

The idea is simple: a sent attachment tells you nothing, so send a link and let it report back. A workable routine for a team of one to five people:

Export the deck, quote or proposal as a PDF. Per-page reading time is recorded for PDFs opened in the browser viewer, not for PowerPoint or Word files.
Upload it once and make a personal link for each prospect, named after them. One file, many links, so you are not uploading the same deck ten times.
Turn on the open alert for that link, then paste the prospect's link into your email.
Wait for a signal before you chase, and use the table below to decide what to do.
Update the quote in place if the numbers change (Snapy Pro replaces the file behind the same link), so the prospect never reads an old version.

When to follow up: a sample timing table

These are suggestions, not measured rules. Adjust them to your sales cycle.

What you see	What it usually means	What to do
No open after 2 working days	It is buried, or went to the wrong person	Resend with a one-line summary; ask if someone else should see it
One open within a minute of sending, nothing after	Possibly a mail scanner, not a person	Do not act on it; wait for a second open
Opened, a few minutes of reading	They looked, but have not decided	Follow up the next day with one specific question
Most time spent on the pricing page (Pro)	Price is the open question	Call about the price; offer options rather than a discount
Reopened days later	It is back on their desk, often for a decision	Follow up the same day
Opened from a new country or referrer	It was probably forwarded internally	Ask who else is involved, and offer to walk them through it

What it tracks, free and Pro

	Free	Snapy Pro
Opens with time, country and referrer	Yes	Yes
Downloads, counted separately	Yes	Yes
Total reading time	Yes	Yes
Email alert on the first open	Yes	Yes
Alert on every open, or a daily summary	No	Yes
Prospect's name on each open (personal link or email gate)	No	Yes
Time on each page of a PDF	No	Yes
Replace the file behind the same link	No	Yes
Live links at once	1	No cap

Password, expiry date, view-only and a QR code are free on every link.

The honest limits

Scanners. Company mail filters open links to check them. Snapy drops opens from known security and cloud networks and from known bots, and does not count your own opens, but a scanner from an unlisted network can still look like a reader. That is why the table above says to wait for a second open.
Forwarding. A forwarded link reports its new reader as another open. Without a personal link or the email gate, you cannot tell who that was.
Downloads go dark. Once someone saves the file, opening that copy is not recorded. New PDF links start view-only, so downloads stay off until you allow them.
No CRM and no e-signature. Opens live on Snapy's analytics page and in email alerts. Nothing syncs to Salesforce or HubSpot, and nobody can sign inside the document.
Page names and times are per page number. Snapy reads page headings from the PDF where it can, but a slide with no text shows as its number.

If you need CRM sync or signatures, a dedicated tool fits better: see DocSend pricing for what that costs, or the DocSend alternative comparison. For the general picture of what a tracked link can and cannot see, read document tracking.

Start with one deal

Upload the deck you are about to send in the box above, make a personal link for that prospect, and send it the way you normally would. If the first-open email arrives, you have your signal.