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About

Docutracker is a powerful document analytics platform that lets you know exactly when and how recipients interact with your proposals and sales materials. The tool notifies you instantly when someone opens a document, tracks repeated views, and shows the last activity timestamp so you can follow up at the perfect time. It provides page-level insights, revealing which sections are read, skipped, or revisited, and tracks completion rates to distinguish serious prospects from casual browsers. With secure, trackable sharing links, password protection, and expiration dates, Docutracker ensures your documents are seen only by the right people. A unified dashboard aggregates engagement across all your documents to identify your most interested leads and highest-performing materials. By measuring real engagement rather than just opens, Docutracker helps you prioritize follow-ups and make smarter sales decisions.

About

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow with just a few clicks and go from spending hours on customizing new proposals to just minutes. Wow, your clients with beautiful proposals stand out above the rest. Add video and rich media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact. Stop chasing down payments after your proposal is accepted. Turn on proposal payments to collect your initial payment instantly. Your client simply follows the steps, review, accept, pay and your done! Easily connect to the products you already use to manage your sales data to enable a seamless sales proposal workflow. Dynamically create proposals from your CRM opportunities and push proposal events back into your CRM for better visibility of all your in-progress deals.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Document tracking, proposal analytics, engagement analytics, SaaS, sales follow-up

Audience

Teams seeking a tool to streamline how they create, deliver, track and eSign sales material

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$0
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Docutracker
Founded: 2001
United States
docutracker.io

Company Information

Proposable
Founded: 2009
United States
www.proposable.com

Alternatives

DocBeacon

DocBeacon

VIOware Technologies Co.

Alternatives

seProposals

seProposals

salesElement
Upland Qvidian

Upland Qvidian

Upland Software

Categories

Categories

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Integrations

Capsule
Insightly
Pipedrive

Integrations

Capsule
Insightly
Pipedrive
Claim Docutracker and update features and information
Claim Docutracker and update features and information
Claim Proposable and update features and information
Claim Proposable and update features and information